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
CUSTOMER SATISFACTION SURVEY
COMPLIANCE CENTER EXAM
The IRS is trying to improve its service to the public. You can help in this important mission by answering the
questions below. This voluntary survey should take less than five minutes to complete. When completing the
survey, please mark your responses with an ‘x’ using a blue or black pen like this example ✘ . Do not mark outside
of the response area like this example . Your responses will be kept completely confidential. If you have any
questions about this survey, you may call The Survey Processing Center at 1-866-377-8208.

✗

Reserved for Unique ID
1

The questions that follow ask your opinion regarding how the IRS
handled your most recent audit. For each question, regardless of
whether you agree or disagree with the final outcome, please indicate
your opinion by choosing a number from 1 to 5, where 1 means “Very
Dissatisfied” and 5 means “Very Satisfied.”

Very
Dissatisfied

1
T

2
T

3
T

4
T

Don’t
Very
Satisfied know/Not
5 applicable

T

T

a. Explanation of why your tax return was being audited. ......................................
b. Explanation of what records you needed to send in. ...........................................
c. Ease of understanding the letter you received with the examination report. ......
d. Ease of understanding the examination report you received. .............................
e. Ease of understanding the request for information from the IRS. ......................
f. Ease of collecting the information requested by the IRS. ..................................
g. Ease of using the automated phone system to get help. .....................................
h. How long you had to wait to talk to an IRS representative by phone. ...............
i. Getting through to the right employee by phone. ...............................................
j. Courtesy and professionalism of IRS employees. ..............................................
k. Knowledge of IRS employees. ...........................................................................
l. Time you were given to respond to the IRS. ......................................................
m. Consideration given to the information you sent to the IRS. .............................
n. Keeping you informed of the status of your case. ..............................................
o. Length of the audit process, from start to finish. ...............................................
p. Amount of time you had to spend on this audit. ................................................
q. Explanation of why adjustments were made. ......................................................
r. Fairness of treatment by the IRS. .......................................................................
Very
Dissatisfied

1
T

2
T

3
T

4
T

Don't
Very
Satisfied know/Not
applicable
5

2

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

3

Which of the following methods did you use to contact the IRS throughout the Examination Process? (Mark all that apply)
None
Calling the IRS Toll-Free Customer Service number
Calling the IRS Toll-Free Exam number listed on the letter you received
Calling a local IRS office
Visiting a local IRS office
Visiting the IRS website
Mailing information to the IRS
Using a taxpayer representative
Other (specify)
Form 13257 (Rev. 2-2007)

Cat. No. 34051T

T

T

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

4

Which of the following methods do you prefer to use when contacting the IRS? (Mark all that apply)
Calling the IRS Toll-Free Customer Service number
Calling the IRS Toll-Free Exam number listed on the letter you received
Calling a local IRS office
Visiting a local IRS office
Visiting the IRS website
Mailing information to the IRS
Using a taxpayer representative
Other (specify)

5

Prior to the examination, what was your expectation of the length of time in months for the examination to be
completed? (Write number of months)
Months

6

Who was the main person who prepared your taxes? (Mark only one)
You (yourself)
Professional tax preparer
Friend or relative
IRS Taxpayer Assistance Center (TAC) employee
Volunteer at VITA or TCE sites
Other
Occasionally, we conduct additional in-depth research. Research participants may receive a small monetary incentive to
participate depending on the survey. If you are interested in participating in future research, please provide us with your telephone
number, best time of day to call and your email address (if available). This information will be confidential and used only for the
purpose of survey research.
Telephone #:

Best time to call:

Email address:

If you have been unable to resolve any specific problems with your tax matter through the normal IRS channels, or now
face a significant hardship due to the application of the tax law, we encourage you to contact the Taxpayer Advocate
Service at 1-877-777-4778.
7 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 13257 (Rev. 2-2007)

Cat. No. 34051T

Department of the Treasury - Internal Revenue Service