SOI -278 - IRS Individual Taxpayer Burden Survey; SOI-279 - Employee Plan Voluntary Compliance Customers; SOI-280 - Evaluation of the “I Take Credit” EITC Marketing Campaign

Participant Screener for Employee Plan (EP) Voluntary Compliance Focus Group

January 23^, 2008

Recruiting Goals

• One group conducted at the Los Angeles Benefits Conference

• Twelve participants in the group – Voluntary Compliance Customers

The criteria are the following:

• Recruit for one and half hour with the expectation that the group will last an hour to an hour and a half.

• Participants have participated in the Rulings & Agreements Voluntary Compliance program.

Table 1: Focus Group Specifications

Location	Date	Time	# of Recruits	Participants
Los Angeles	1/23/08	6:30 pm	12	EP Determination: Rulings & Agreements Voluntary Compliance customers

P articipant Screener for EP Voluntary Compliance Focus Group

Hello Mr./Ms. ___(Registrant Name)___, my name is ____(Recruiter Name)______. I'm calling on behalf of the Employee Plans Office of the IRS.

According to registration records for the upcoming Los Angeles Benefits Conference, you are planning to attend the conference on January 24^th and 25th 2008. Our internal records also indicate that you participated in the Voluntary Compliance program.

We would like to obtain feedback from you about how your experience was in general during your participation in the Voluntary Compliance program, what was easy, what was difficult and any other feedback that would help the IRS make improvements to this process.

Screening Questions

Q1. Are you the person who worked directly with the IRS regarding _Name of Company____ participation in the Voluntary Compliance program?

• Yes -> continue

• No -> [If they indicate that they are not the correct person, ask if they can refer us to the person in their organization who would have worked with the IRS during their participation in the Voluntary Compliance program]

On behalf of the Employee Plans Office of the IRS, we are recruiting for an upcoming focus group with individuals who participated in the Voluntary Compliance Program. The discussion will last approximately 60-90 minutes. Again, I want to reiterate that the group is being conducted by the IRS. We will not be asking you to provide specific information regarding your company or the outcome of your case. We simply will seek your perspective on your experience with the Voluntary Compliance program.

The focus group will be held on June 14, 2007 at 6:30pm after the last session of the Pre-Conference Los Angeles Benefits Conference.

Q3. Do you think that you will be able to participate?

• Yes -> continue

• No -> [Thank the person for his/her time]

I ’m glad that you will be able to join us!

I would like to contact you the week before the conference to confirm your participation in the focus group. In order to do so, could you please tell me your email address and/or phone number where you can be reached:

Name:______________________________________

Address:__________________________________________________________

City:_______________________ State:_________ Zip:______________

Phone:_______________________

Email:_______________________

We are only inviting a few people, so it is very important that you notify us as soon as possible if for some reason you are unable to participate. Please call [recruiter] at [telephone number] if this should happen. We look forward to speaking to you on January 23, 2007 at 6:30pm.

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TE/GE Focus Group Screener