Customer Surveys; CS-10-220, CS-10-221, CS-10-222, CS-10-223, CS-10-224, CS-10-225, CS-10-226, and CS-10-227

2010 Tax Forum Customer Satisfaction Survey

Default to location based on dates

• After OMB Approval: Atlanta

• July 13-15: Chicago

• July 27-29: Orlando

• August 10-12: New York

• August 24-26: Las Vegas

• Aug 31-Sep 2: San Diego

1. Profession (check all that apply):

• Electronic Return Originator

• Software Developer

• Reporting Agent

• Transmitter

• Intermediate Service Provider

• Financial Institution

• Tax Preparer

• Circular 230 Participant

  • Enrolled Agent

  • Certified Public Accountant

  • Attorney

• Other ______________

2. What assistance did you receive in the Preparer Services Room today? (check all that apply)

   • Submitted a new IRS e-file Application

   • Got fingerprinted or submitted professional credentials

   • Created a username and password to access e-services

   • Reset your e-services password

   • Other: _____________

3. Did you know about these services prior to visiting the Preparer Services Room today?

   • Yes

   • No

4. Did you attempt to complete the task(s) prior to visiting the Preparer Services Room today?

   • No

   • Yes

• How did you attempt to complete the task(s) before today? (check all that apply)

• Visited www.irs.gov

• E-mailed the IRS

• Called the IRS

  • e-help Desk

  • Practitioner Priority Services

  • Other

• Postal mail

• Asked a friend or colleague

• Other _________________

5. What was your overall level of satisfaction with the service(s) you received in the Preparer Services Room today?

(Radio buttons) Scale of 1 to 5

6. Is this your first tax forum?

• Yes

• No

• How many others have you attended? ____

7. How can we improve the Preparer Services Room?

_____________________________________________________________________

8. Have you ever contacted the e-help Desk?

• Yes

  • If yes, was your contact by telephone, e-mail or postal mail?

• Telephone

• E-mail

• Postal mail

• No (skip to question 10)

9. Thinking back to your most recent contact with the e-help Desk, how would you rate your overall level of satisfaction with the service(s) you received?

Scale of 1 to 5

10. Your opinion is very valuable to us. Please tell us how we can improve e-help Desk services._________________________________________________________

11. Are you a registered user of e-services?

• Yes

  • As a registered user of e-services, what e-services product(s) do you use most frequently? (check all that apply)

    • Disclosure Authorization (DA)

    • Transcript Delivery System (TDS)

    • Electronic Account Resolution (EAR)

    • Taxpayer Identification Number (TIN) Matching

    • e-file Application

• If you had the option of having your copy of a taxpayer account notice delivered to your e-services secure mailbox instead of receiving paper notices, how likely would you be to choose this option?

  • Very likely

  • Somewhat likely

  • Not very likely

  • Not at all likely

  • Not authorized to receive copies of any taxpayer notices

• What do you like most about e-services? ____________________________________________________________

• How can we improve e-services? ____________________________________________________________

• No

  • Why not?

    • Not familiar with e-services products

    • Do not need to use e-services

    • Too difficult to get started

    • Other __________________