Voluntary Customer Surveys to Implement E.O. 12862 Coordinated by the Corporate Planning and Performance Division on Behalf of All IRS Operations Functions

Forms and Documents

Document	Type	Status	Availability
07-037 Justification Statement.doc	Justification for No Material/Nonsubstantive Change	Uploaded 2007-02-20	Available
07-039 Justification Statement.doc	Justification for No Material/Nonsubstantive Change	Uploaded 2007-02-21	Available
07--038 Justification Statement.doc	Justification for No Material/Nonsubstantive Change	Uploaded 2007-02-20	Repair queued
07-031 Justification Statement.doc	Justification for No Material/Nonsubstantive Change	Uploaded 2007-02-20	Repair queued
07-036 Justification Statement.pdf	Justification for No Material/Nonsubstantive Change	Uploaded 2007-02-20	Available
07-035 Justification Statement.pdf	Justification for No Material/Nonsubstantive Change	Uploaded 2007-02-20	Available
07-034 Justification Statement.pdf	Justification for No Material/Nonsubstantive Change	Uploaded 2007-02-20	Available
07-033 Justification Statement.pdf	Justification for No Material/Nonsubstantive Change	Uploaded 2007-02-20	Available
07-032 Justification Statementpdf.pdf	Justification for No Material/Nonsubstantive Change	Uploaded 2007-02-20	Available
06-030 Justification Statement.pdf	Justification for No Material/Nonsubstantive Change	Uploaded 2007-02-20	Available
2006-2009 Appendix A Generic Clearance Project Listing.doc	Supporting Statement B	Uploaded 0000-00-00	Repair queued
Generic Clearance 2006-2009 1544-1432.doc	Supporting Statement A	Uploaded 0000-00-00	Available

IC Document Collections

IC ID	Collection	Type	Status	Form
191002	Surveys; CS-09-158C, CS-09-179, -180, -181, -182, -183, -184, -185, -186, -187, -188, -189, -190, -191, -192, -193, and CS-09-194	Other-Survey	New
190822	CS-08-093C - Study For IRS Web Site Help Desk; CS-09-173- e-help Survey (Option Year 2)	Other-Survey - Assisters script	New
190740	CS-09-174 - IRS APPEALS TAX CUSTOMERS; CS-09-175 - SPEC outreach; CS-09-176 - e-Services Customer Satisfaction; CS-09-177 - IRS Stakeholder Liaison Headquarters; CS-09-178 - IRS.gov Interactiv (ITA)	Other-Survey	New
190327	CS-09-168-2009 Free File Migration Customer Satisfaction Survey Study; CS-09-169-Tax; CS-09-170-2009 ETARC Survey Study; CS-09-171-2009 CAP Survey Study; CS-09-172-2009 Tax Professionals Survey Study	Other-Survey	New
190122	CS-09-157, CS-09-159, CS-09-161, CS-09-162, CS-09-163, CS-09-164, CS-09-165, CS-09-166, CS-09-167	Other-Survey	New
189791	CS-09-157-Oversight Board Taxpayer Attitude; CS-09-159-External Stakeholder Survey; CS-09-162-Taxpayer Advocate Service	Other-Survey	New
189772	CS-09-155-Survey for International Taxpayers, CS-09-156-Audit Recon Survey, CS-09-158-Marketing Segment Survey	Other-Survey	New
189615	CS-09-150 - External Stakeholder Survey; CS-09-151 - Contact Center Telephone Study; CS-09-0152- TIGTA Tax Forum Survey; CS-09-153-e-IRS Room Survey; CS-09-154-Saturday Exit Survey	Other-Survey	New
189161	CS-08-119-A - Notice simplification web-based survey; CS-09-149 - Survey of Taxpayers Receiving CP21C Notice	Other-Survey	New
188771	CS-09-146 - Opinion Survey of Taxpayer Resources and Services; CS-09-148 - 2009 W&I TAX PROFESSIONALS SURVEY	Other-Survey Cover letter	New
188497	CS-09-145 - Offer in Compromise (OIC) Program; CS-09-147 - Indian Tribal Governments	Other-Survey	New
188307	CS-09-143 - SB/SE FIELD EXAMINATION TAX CUSTOMERS; CS-09-144 -Survey for External Customers of Media and Publications Division	Other-Survey	New
188133	CS-09-141 - Centralized Liens Processing; CS-09-142 - Advancing E-File Phase II Conjoint Questionnaire	Other-Survey	New
188010	CS-09-135 - Form 2290 Modernized e-file; CS-136 - IRS Forms 1120 & 1120S e-file; CS-137 - Estate & Gift Survey; CS-138 - CORP COMPLIANCE PERSPECTIVE; CS-139 - Nationwide Tax Forums; CS-140 - U.S. T	Other-Survey	New
187766	CS-09-134 - Advancing e-file Phase II, Preparer Study	Other-Survey - CS-09-134	New
187668	Voluntary Customer Surveys - CS-08-120, -121, -122, -123, -124, -126, -127, -128, -129, -130, -131, -132, and CS-08-133	Other-Survey	New
187446	CS-08-118 - Customer Satisfaction of IRS SMALL BUSINESS/SELF-EMPLOYED CUSTOMER BASE; CS-08-119 - Understanding the Effectiveness of Notice Redesigns; CS-08-125 - 2009 W&I SPEC PARTNERS SURVEY OPTION Y	Other-CS-08-118 Pre-letter	New
187146	CS-08-116 - Cash Economy Web-based Survey; CS-08-117 - Survey of Statistical Information Services Customers	Other-Survey	New
187123	CS-08-112 - AUTOMATED UNDERREPORTER (AUR) – CY09; CS-08-113 - External Customers of Media and Publications Division; CS-08-114 - PRACTITIONER PRIORITY SERVICE SURVEY; CS-08-115 - 2008 e-Services	Other-Survey - CS-08-112	New
186939	CS-08-108 -IRS Stakeholder Liaison Headquarters; CS-08-109 - AUTOMATED COLLECTION SYSTEM (ACS) SURVEY; CS-08-110 - Automated Collection System (ACS) Support ; CS-08-111- COMPLIANCE SERVICE COLLE	Other-Survey - CS-08-111	New
186795	CS-08-104 - Primary Agency Liaison &Users of IRS GLD Services and Products; CS-08-105 - Identity Theft Refund Crime Letter Survey; CS-08-106 - Exempt Organization Compliance Area; CS-08-107 - Exemp	Other-Survey -CS-08-107	New
186557	CS-08-103 - 2007 National Research Program Individual Study	Other-Survey - CS08-103	New
186319	CS-08-102 - SATISFACTION OF TAX PROFESSIONALS FOR IRS SMALL BUSINESS/SELF-EMPLOYED CUSTOMERS	Other-Survey - CS-08-102	New
186184	CS-08-101 - Injured Spouse Customer Satisfaction Survey	Other-Survey - CS-08-101	New
185774	CS-08-097 - COMPL. CEN0TER EXAM TOLL-FREE SURVEY; CS-08-098 - WAGE AND INVESTMENT e-help Survey; CS-08-099 - TE/GE TOLL-FREE Survey; CS-08-100 - W&I-Spec Partners Lcl/Ntl survey	Other-Survey - CS-08-097	New
185593	PRA-3-cs-08-095 - Appeals Customer Satisfaction Study (Addition of burden hours); CS-08-096 - Taxpayer Advocate Service – Customer Satisfaction Survey	Other-Survey - CS-08-096	New
185217	CS -08-095 - STUDY TO MEASURE CUSTOMER SATISFACTION IRS APPEALS TAX CUSTOMERS	Other-Survey - CS-08-095	New
184946	CS-08-093 - A Customer Satisfaction Study For IRS Web Site Help Desk; CS-08-094 -A STUDY TO BETTER UNDERSTAND WHAT SERVICES TAXPAYERS WANT FROM THE IRS	Other-Survey - CS -08-093	New
184687	CS-08-092 - IRS Large & Mid-Size Business Division CUSTOMER SATISFACTION SURVEY 2008	Other-CS-08-092	New
184535	CS-08-090 - Retirement Plan Pitfalls Workshop; CS-08-091 - IRS.gov Frequently Asked Questions (FAQs)	Other-Survey - CS-08-091	New
184408	CS-08-089 - Customer Satisfaction Survey Implementation Plan Indian Tribal Governments	Other-Survey - CS-08-089	New
184002	CS-08-088 - IRS Large & Mid-Size Business Division COMPLIANCE ASSURANCE PROCESS (CAP) SURVEY 2008	Other-Survey - CS-08-088	New
183915	CS-08-086 - PRIVATE DEBT COLLECTION AGENCY CUSTOMER SATISFACTION SURVEY; CS-08-087 - National Public Liaison’s Nationwide Tax Forums Customer Satisfaction Survey 2008	Other-Survey - CS-08-086	New
183716	CS-08-079 - IRS SB/SE Automated Underreporter (AUR) Customers; CS-08-080 - Partnership Satisfaction with the SPEC Partnership Program; CS-08-081 - TEGE; Collection of Participant Feedback	Other-Survey	New
183651	CS-08-082 - SB/SE COMPLIANCE SERVICES COLLECTION OPERATION CUSTOMERS; CS-08-083 - SB/SE AUTOMATED COLLECTION SYSTEM (ACS) CUSTOMERS; CS-08-084 - SB/SE FIELD COLLECTION CUSTOMERS; CS-08-085 -SB/SE C	Other-Survey - CS-08-082	New

ICR Details

OMB Control No: 1545-1432	ICR Reference No: 200801-1545-020
Status: Historical Active	Previous ICR Reference No: 200702-1545-023
Agency/Subagency: TREAS/IRS	Agency Tracking No:
Title: Voluntary Customer Surveys to Implement E.O. 12862 Coordinated by the Corporate Planning and Performance Division on Behalf of All IRS Operations Functions
Type of Information Collection: No material or nonsubstantive change to a currently approved collection	Common Form ICR:  No
Type of Review Request: Regular
OIRA Conclusion Action: Approved without change	Conclusion Date: 01/31/2008
	Date Received in OIRA: 01/18/2008
Terms of Clearance:

	Inventory as of this Action	Requested	Previously Approved
Expiration Date	11/30/2009	11/30/2009	11/30/2009
Responses	1,000,000	0	372,359
Time Burden (Hours)	150,000	0	50,000
Cost Burden (Dollars)	0	0	0

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Abstract: This is a generic clearance for an undefined number of customer satisfaction and opinion surveys and focus group interviews to be conducted over the next three years. Surveys and focus groups conducted under the generic clearance are used by the Internal Revenue Service to determine levels of customer satisfaction as well as determining issues that contribute to customer burden. This information will be used to make quality improvements to products and services.

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Authorizing Statute(s): US Code: 26 USC 6103 Name of Law: null
  

Citations for New Statutory Requirements: None

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Associated Rulemaking Information
RIN:	Stage of Rulemaking:	Federal Register Citation:	Date:
	Not associated with rulemaking

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Federal Register Notices & Comments
60-day Notice:	Federal Register Citation:	Citation Date:
	71 FR 26405	05/04/2006
30-day Notice:	Federal Register Citation:	Citation Date:
	71 FR 47864	08/18/2006
Did the Agency receive public comments on this ICR? No

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Number of Information Collection (IC) in this ICR: 35

IC Title	Form No.	Form Name
CS-08-102 - SATISFACTION OF TAX PROFESSIONALS FOR IRS SMALL BUSINESS/SELF-EMPLOYED CUSTOMERS
CS-08-103 - 2007 National Research Program Individual Study
CS-08-116 - Cash Economy Web-based Survey; CS-08-117 - Survey of Statistical Information Services Customers
CS-08-088 - IRS Large & Mid-Size Business Division COMPLIANCE ASSURANCE PROCESS (CAP) SURVEY 2008
CS-08-119-A - Notice simplification web-based survey; CS-09-149 - Survey of Taxpayers Receiving CP21C Notice
CS-08-079 - IRS SB/SE Automated Underreporter (AUR) Customers; CS-08-080 - Partnership Satisfaction with the SPEC Partnership Program; CS-08-081 - TEGE; Collection of Participant Feedback
CS-08-104 - Primary Agency Liaison &Users of IRS GLD Services and Products; CS-08-105 - Identity Theft Refund Crime Letter Survey; CS-08-106 - Exempt Organization Compliance Area; CS-08-107 - Exemp
CS-09-168-2009 Free File Migration Customer Satisfaction Survey Study; CS-09-169-Tax; CS-09-170-2009 ETARC Survey Study; CS-09-171-2009 CAP Survey Study; CS-09-172-2009 Tax Professionals Survey Study
CS-09-157-Oversight Board Taxpayer Attitude; CS-09-159-External Stakeholder Survey; CS-09-162-Taxpayer Advocate Service
CS-08-092 - IRS Large & Mid-Size Business Division CUSTOMER SATISFACTION SURVEY 2008
CS-08-101 - Injured Spouse Customer Satisfaction Survey
CS-08-112 - AUTOMATED UNDERREPORTER (AUR) – CY09; CS-08-113 - External Customers of Media and Publications Division; CS-08-114 - PRACTITIONER PRIORITY SERVICE SURVEY; CS-08-115 - 2008 e-Services
CS-08-093C - Study For IRS Web Site Help Desk; CS-09-173- e-help Survey (Option Year 2)
CS-09-157, CS-09-159, CS-09-161, CS-09-162, CS-09-163, CS-09-164, CS-09-165, CS-09-166, CS-09-167
CS-08-082 - SB/SE COMPLIANCE SERVICES COLLECTION OPERATION CUSTOMERS; CS-08-083 - SB/SE AUTOMATED COLLECTION SYSTEM (ACS) CUSTOMERS; CS-08-084 - SB/SE FIELD COLLECTION CUSTOMERS; CS-08-085 -SB/SE C
CS-09-143 - SB/SE FIELD EXAMINATION TAX CUSTOMERS; CS-09-144 -Survey for External Customers of Media and Publications Division
CS-08-108 -IRS Stakeholder Liaison Headquarters; CS-08-109 - AUTOMATED COLLECTION SYSTEM (ACS) SURVEY; CS-08-110 - Automated Collection System (ACS) Support ; CS-08-111- COMPLIANCE SERVICE COLLE
CS-09-134 - Advancing e-file Phase II, Preparer Study
CS-08-118 - Customer Satisfaction of IRS SMALL BUSINESS/SELF-EMPLOYED CUSTOMER BASE; CS-08-119 - Understanding the Effectiveness of Notice Redesigns; CS-08-125 - 2009 W&I SPEC PARTNERS SURVEY OPTION Y
CS-09-145 - Offer in Compromise (OIC) Program; CS-09-147 - Indian Tribal Governments
CS-09-174 - IRS APPEALS TAX CUSTOMERS; CS-09-175 - SPEC outreach; CS-09-176 - e-Services Customer Satisfaction; CS-09-177 - IRS Stakeholder Liaison Headquarters; CS-09-178 - IRS.gov Interactiv (ITA)
CS-09-155-Survey for International Taxpayers, CS-09-156-Audit Recon Survey, CS-09-158-Marketing Segment Survey
CS-08-090 - Retirement Plan Pitfalls Workshop; CS-08-091 - IRS.gov Frequently Asked Questions (FAQs)
CS-08-086 - PRIVATE DEBT COLLECTION AGENCY CUSTOMER SATISFACTION SURVEY; CS-08-087 - National Public Liaison’s Nationwide Tax Forums Customer Satisfaction Survey 2008
CS-08-089 - Customer Satisfaction Survey Implementation Plan Indian Tribal Governments
Voluntary Customer Surveys - CS-08-120, -121, -122, -123, -124, -126, -127, -128, -129, -130, -131, -132, and CS-08-133
CS-09-135 - Form 2290 Modernized e-file; CS-136 - IRS Forms 1120 & 1120S e-file; CS-137 - Estate & Gift Survey; CS-138 - CORP COMPLIANCE PERSPECTIVE; CS-139 - Nationwide Tax Forums; CS-140 - U.S. T
CS-09-146 - Opinion Survey of Taxpayer Resources and Services; CS-09-148 - 2009 W&I TAX PROFESSIONALS SURVEY
CS-08-093 - A Customer Satisfaction Study For IRS Web Site Help Desk; CS-08-094 -A STUDY TO BETTER UNDERSTAND WHAT SERVICES TAXPAYERS WANT FROM THE IRS
Surveys; CS-09-158C, CS-09-179, -180, -181, -182, -183, -184, -185, -186, -187, -188, -189, -190, -191, -192, -193, and CS-09-194
CS -08-095 - STUDY TO MEASURE CUSTOMER SATISFACTION IRS APPEALS TAX CUSTOMERS
CS-08-097 - COMPL. CEN0TER EXAM TOLL-FREE SURVEY; CS-08-098 - WAGE AND INVESTMENT e-help Survey; CS-08-099 - TE/GE TOLL-FREE Survey; CS-08-100 - W&I-Spec Partners Lcl/Ntl survey
PRA-3-cs-08-095 - Appeals Customer Satisfaction Study (Addition of burden hours); CS-08-096 - Taxpayer Advocate Service – Customer Satisfaction Survey
CS-09-141 - Centralized Liens Processing; CS-09-142 - Advancing E-File Phase II Conjoint Questionnaire
CS-09-150 - External Stakeholder Survey; CS-09-151 - Contact Center Telephone Study; CS-09-0152- TIGTA Tax Forum Survey; CS-09-153-e-IRS Room Survey; CS-09-154-Saturday Exit Survey

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ICR Summary of Burden

	Total Approved	Previously Approved	Change Due to New Statute	Change Due to Agency Discretion	Change Due to Adjustment in Estimate	Change Due to Potential Violation of the PRA
Annual Number of Responses	1,000,000	372,359	0	0	627,641	0
Annual Time Burden (Hours)	150,000	50,000	0	0	100,000	0
Annual Cost Burden (Dollars)	0	0	0	0	0	0

Burden increases because of Program Change due to Agency Discretion: No

Burden Increase Due to:

Burden decreases because of Program Change due to Agency Discretion: No

Burden Reduction Due to:

Short Statement: The increase in burden is to account for the estimated total number surveys projected through November 30, 2009.

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Annual Cost to Federal Government: $0

Does this IC contain surveys, censuses, or employ statistical methods? Yes Part B of Supporting Statement

Is the Supporting Statement intended to be a Privacy Impact Assessment required by the E-Government Act of 2002? No

Is this ICR related to the Affordable Care Act [Pub. L. 111-148 & 111-152]? Uncollected

Is this ICR related to the Dodd-Frank Wall Street Reform and Consumer Protection Act, [Pub. L. 111-203]? Uncollected

Is this ICR related to the American Recovery and Reinvestment Act of 2009 (ARRA)? Uncollected

Is this ICR related to the Pandemic Response? Uncollected

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Common Form ICR:  No

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On behalf of this Federal agency, I certify that the collection of information encompassed by this request complies with 5 CFR 1320.9 and the related provisions of 5 CFR 1320.8(b)(3).

The following is a summary of the topics, regarding the proposed collection of information, that the certification covers:

(a) It is necessary for the proper performance of agency functions;

(b) It avoids unnecessary duplication;

(c) It reduces burden on small entities;

(d) It uses plain, coherent, and unambiguous language that is understandable to respondents;

(e) Its implementation will be consistent and compatible with current reporting and recordkeeping practices;

(f) It indicates the retention periods for recordkeeping requirements;

(g) It informs respondents of the information called for under 5 CFR 1320.8 (b)(3) about:

(i) Why the information is being collected;

(ii) Use of information;

(iii) Burden estimate;

(iv) Nature of response (voluntary, required for a benefit, or mandatory);

(v) Nature and extent of confidentiality; and

(vi) Need to display currently valid OMB control number;

(h) It was developed by an office that has planned and allocated resources for the efficient and effective management and use of the information to be collected.

(i) It uses effective and efficient statistical survey methodology (if applicable); and

(j) It makes appropriate use of information technology.

If you are unable to certify compliance with any of these provisions, identify the item by leaving the box unchecked and explain the reason in the Supporting Statement.

Certification Date: 01/18/2008

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