CS-07-055 - Appeals Final Survey Instrument; CS-07-062 - Innocent Spouse Customer Satisfaction Survey; CS-07-063 - COMPLIANCE CENTER EXAMINATION – OPTION YEAR 1 CY08

OMB # 1545-1432

IRS WAGE AND INVESTMENT DIVISION
CUSTOMER SATISFACTION SURVEY
INNOCENT SPOUSE
Please provide the IRS with your feedback on the Innocent Spouse Claims Process so the IRS can provide
better service in the future. Your participation is voluntary and your responses are strictly confidential. If
you have any questions about this survey, you may call The Survey Processing Center at 1-866-377-8208.

1

The questions below ask your opinions regarding the Innocent
Spouse Process. For each question, regardless of whether you
agree or disagree with the final outcome, please indicate your
response by choosing a number from 1 to 5, where 1 means "Very
Dissatisfied" and 5 means "Very Satisfied."

Reserved for Unique
ID
Don’t
Very

Very
Dissatisfied

Satisfied

1
T

2
T

3
T

4
T

5
T

know/Not
applicable

T

a. Ease of finding out about the Innocent Spouse Program....................................
b. Ease of understanding and completing the Form 8857, Request for Innocent
Spouse Relief (And Separation of Liability and Equitable Relief). ...................
c. Ease of understanding the instructions on Form 8857. .....................................
d. Ease of understanding and completing the Form 12510, Questionnaire for
Requesting Spouse. ...........................................................................................
e.
f.
g.
h.
i.
j.
k.
l.
m.
n.
o.

Getting through to the right IRS employee by phone. .......................................
IRS employees' knowledge about the Innocent Spouse process. .......................
Courtesy and professionalism of IRS employees. .............................................
Ease of collecting information requested by the IRS. .......................................
Consideration by the IRS of the information you sent.
Time you were given to respond to the IRS. .....................................................
Being kept informed of the status of your claim. ..............................................
Ease of understanding the letter explaining the outcome of your claim. ...........
Amount of time you spent on this claim. ...........................................................
Length of claim process, from start to finish. ....................................................
Fairness of treatment by the IRS employees. ....................................................

If you are dissatisfied with any of the above statements (gave a 1 or 2 rating), please explain why.

Very
Dissatisfied

2

Regardless of whether you agree or disagree with the final outcome, how
would you rate your overall satisfaction with the way your claim was
handled? ..............................................................................................................

Form 13423 (Rev. 9-2005)

Cat. No. 36121A

1
T

Very
Satisfied

2
T

3
T

4
T

5
T

Don’t
know/Not
applicable

T

Please continue on back
Department of the Treasury - Internal Revenue Service

3

How did you find out about the possibility of
obtaining Innocent Spouse Relief?
(Check all that apply)
IRS Agent/Revenue Officer
IRS Customer Service Representative
IRS Taxpayer Advocate Office
IRS website
Friend/colleague
Lawyer or legal counsel
Publicity in the news or advertisement
Tax professional
Other - specify

4

5

Where did you obtain the forms and instructions for
filing your claim? (Check all that apply)
IRS via telephone
IRS office
IRS website
Lawyer or legal counsel
Tax professional
Other - specify

X 6

Which of the following methods do you prefer to use
when contacting the IRS? (Check all that apply)
IRS Toll-Free Customer Service number
IRS number listed on the letter I received
IRS website
Local IRS office by phone
Local IRS office in person
Mail
Through tax professional
Other - specify

7

Who prepared your Form 8857 Request for Innocent
Spouse Relief (And Separation of Liability and
Equitable Relief)? (Check only one response)
Self
Paid Tax Professional
Volunteer Income Tax Assistance (VITA)
Friend/Relative
IRS Office

8

Which of the following methods did you use to
contact the IRS throughout the Claim Process?
(Check all that apply)
IRS Toll-Free Customer Service number
IRS number listed on the letter I received
IRS website
Local IRS office by phone
Local IRS office in person
Mail
Through tax professional
Other - specify

9

Which of the following statements best describes you?
(Check only one response)
I am the taxpayer
I am a tax professional who represented the taxpayer
I am someone else who represented the taxpayer

Use this space for comments, or suggestions for improvement.

Paperwork Reduction Act Notice
The Paperwork Reduction Act requires that the IRS display an OMB control number on all public information requests. The OMB Control
Number for this study is 1545-1432. Also, if you have any comments regarding the time estimates associated with this study or suggestions on
making this process simpler, please write to the: Internal Revenue Service, Tax Products Coordinating Committee, SE:W:CAR:MP:T:T:SP,
1111 Constitution Ave. NW, Washington, DC 20224.

Thank you for completing the survey.
Please return the questionnaire by mail, using the enclosed business return envelope.
Form 13423 (Rev. 9-2005)

Cat. No. 36121A

Department of the Treasury - Internal Revenue Service