Tax Assistance Day Exit Survey
Your participation in this survey is voluntary. Your answers are important; what we learn will help other taxpayers. Please completely fill in the boxes. Thank you for your participation.
1. How did you find out about this Saturday event? (Please select all that apply)
Radio Television Word of Mouth (Family, Friends, Coworkers)
Newspaper IRS Personnel Other (please specify) _____________________________
2. Have you experienced any of the following during the past year? (Please select all that apply)
Reduced Work Hours or Wages Foreclosure
Balance Due (Notice from the IRS) Bankruptcy
Debt Forgiveness (Received Form 1099-C) None
Job Loss
3. What is the main issue that brought you here today? (Please select one)
IRS Notice or Letter Audit
Form or Publication Request Audit Reconsideration Return Preparation Account Issue
Copy of Prior Year Return/Transcript Tax Law Question
Installment Agreement Lien/Levy
Refund Other (please specify) ____________________________
4. What IRS services have you used to attempt to resolve this main issue in the past? (Please select all that apply)
IRS Service If used, how many times have you previously contacted the IRS about this issue?
Did Not 1-2 3-4 5 or more Don’t
Use Times Times Times know
A. IRS Telephone
B. IRS Walk-in Office (TAC)
C. Mail/Correspondence with IRS
D. IRS Web Site (IRS.gov)
E. Other (please specify) ___________________
5. Did the IRS resolve your main reason for visiting today? (Please select one)
o Yes, the IRS was able to provide the assistance I needed
o No, the IRS was not able to provide the assistance I needed
o No, I could not get assistance today because I need to return with more information
o No, Other (please specify) ____________________________________
o Not sure
6. If your main issue was not resolved today, what is your next step? (Please select one)
o Not applicable, issue was resolved today o Seek assistance from another IRS representative
o Locate and submit documents to IRS o Complete and file prior year return(s)
o Complete and file this year’s return o Set up a payment plan/installment agreement
o Make payment(s) o Seek assistance from a tax preparer, accountant or tax
o Get more information from the IRS attorney
o Wait for the IRS to contact me o Other (please specify) ______________________
7. How satisfied are you with the service you received today? (Please select one)
Very Dissatisfied Dissatisfied Neutral Satisfied Very Satisfied
8. What category describes your current age?
o 18 to 24 years o 65 to 74 years
o 25 to 34 years o 75 to 84 years
o 35 to 44 years o 85 years and over
o 45 to 54 years o Don’t know
o 55 to 64 years
9. What is the highest level of education you have completed?
o Grade School o Bachelor’s Degree
o Some High School, no diploma o Master’s Degree
o High School /GED o Doctoral Degree
o Technical/Trade School o Professional Degree (M.D., J.D.)
o Some College, no degree o Don’t know
o
Associate’s Degree
10. What category best describes your total income last year?
o Less than $15,000 o $50,000 but less than $75,000
o $15,000 but less than $25,000 o $75,000 but less than $100,000
o $25,000 but less than $35,000 o $100,000 or more
o $35,000 but less than $50,000 o Don’t know
11. Please select the statement that best describes the language spoken in your household.
(Please select one)
o English is the only language spoken
o English is the primary language spoken
o A language other than English is the primary language spoken
12. Do you have any of the following long-lasting conditions? (Please select all that apply)
o Blindness
o Deafness
o Severe vision impairment
o Severe hearing impairment
o A condition that substantially limits physical abilities (such as walking or reaching)
o A condition that limits learning or remembering
o I do not have any of the above long-lasting conditions
Thank you for volunteering to participate in our survey. 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. The time estimated for participation is 2 minutes. 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.
| File Type | application/msword |
| File Title | Moving the "issue" question up (to # 2 |
| Author | GGZLB |
| Last Modified By | mdsloa00 |
| File Modified | 2010-03-19 |
| File Created | 2010-03-19 |