Attachments
TPPS Nationwide Usability Study
Tax Professionals Screener
Hello, I’m ______________from the Internal Revenue Service. We are conducting a research study on the Tax Professional PTIN System (TPPS). Would you be available on Tuesday or Wednesday to help us with this study? Have you heard about the TPPS site? What I would like to do is ask you a few questions to see if you would be able to participate in a 60 minute evaluation of the site. The IRS wants to hear from you and is very interested in your opinions. Would you be willing to answer a few questions to see if you qualify?
[Reference the OMB Control Number and PRA Statement as noted below before continuing with the interview]
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 #1545-1349. Also, if you have any comments regarding the time estimates associated with this study or suggestions on making this process simpler, please write to:
Internal Revenue Service
Tax Products Coordinating Committee
SE:W:CAR:MP:T:T:SP
1111 Constitution Ave. NW
Washington, DC 20224
Because we are seeking a wide variety of people, let me start by asking you some questions about yourself…
Do you currently conduct professional tax preparations?
Yes Continue
No Terminate
Do you prepare
Both 1040 and business clients |
Complex returns (multiple W-2s, 1099s, deductions, etc.) |
Yes CONTINUE
No TERMINATE
Do you use the internet at your company? IF NO TERMINATE
What size of tax Preparation Company do you work for? Recruit a mix if possible
__ |
1 – 10 Employees |
__ |
10 – 50 Employees |
__ |
50 – 1000 Employees |
__ |
1000 + Employees |
Have you ever visited the website IRS DOT GOV?
YES
NO
Thank you for answering my questions. Will you be available to conduct this 60 minute evaluation on (Tues. or Wednesday) in room XXX? This is strictly a research project, and we do not, and are not selling anything, ever.
Date |
Time |
Activity |
Participant |
Tues - Wed |
8:00 a.m.– 9:00 a.m. |
Test |
|
Tues - Wed |
9:00 a.m. – 10:00 a.m. |
Test |
|
Tues - Wed |
10:00 a.m. – 11:00 a.m. |
Test |
|
Tues - Wed |
11:00 a.m. – 12:00 p.m. |
Test |
|
Tues - Wed |
1:00 p.m.– 2:00 p.m. |
Test |
|
Tues - Wed |
2:00 p.m.– 3:00 p.m. |
Test |
|
This is how our process works: As part of our research, we will be conducting evaluation sessions with a number of people similar to yourself. You would be attempting tasks on the web site and discussing your experiences with that web site. Let me stress again that these evaluations are for research purposes only – we just want your opinions.
We also want you to know that the IRS will NOT in any way use your personal information for anything other than the strict usage of it for this particular study. The IRS is just interested in finding out your opinions on the way they have designed their web site. Most importantly we want to ensure that the system ends up helping taxpayers.
Do you have any questions up to this point?
(Aswer inquiries appropriately and thoroughly).
Again, let me thank you for your participation. This research is important to all of us, and your help and participation is highly appreciated. If something should change in your participation availability, please contact us using the information in the letter provided to you.
Thank you for volunteering for this study and we will see you at [TIME & DATE] room XXX.
Introduce yourself and other team members who might interact with the participant (i.e., logger, observation facilitator.)
Talking points to cover in verbal session overview:
Discuss the purpose of usability testing / this usability test.
Remind participant to “think-aloud” – ask the participant to provide a running commentary about what he/she is doing at all times in the site, and that it may seem awkward but to try to talk as much as possible.
Remind the participant that he/she is helping us evaluate the site - we are not evaluating him/her
Ask the participant if he/she has any questions.
Have participant begin task.
Ask if he/she has any other comments about the TPPS application.
Thank volunteer for their participation.
Scenarios
To avoid any potential problems with participants’ personal information, each participant will receive a fabricated persona containing information to sign up for the system and to register for their PTIN. All information for each persona will be provided on a separate data sheet. There are five basic user personas designed to demonstrate the full range of tax professionals expected to use the system. Approximately 8-10 individual cases were created for each persona.
Personas will be assigned to volunteers based on their background. For example, if the participant is a CPA who currently has a PTIN, they will receive the persona for the CPA with PTIN to use while testing the system.
Each separate test data sheet will contain the following statement:
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 1545-1349. The time estimated for your participation is 1 hour. 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.
Name |
Persona |
SSN |
Date of Birth |
Home Address - billing and tax return address |
Tax Return Info. |
Professional Credentials |
Employment Information |
|
Mimi Imfurst |
You are a certified public accountant (CPA) with a PTIN that you acquired just over a year ago. Your current PTIN is P00071171. |
111-22-3303 |
17-Sep-76 |
22567
Main St |
Year
– 2009, |
CPA |
Smith’s
Accounting Services |
|
Mimi Imfurst |
You are a certified public accountant (CPA) with a PTIN that you acquired just over a year ago. Your current PTIN is P00068247. |
111-22-3304 |
17-Sep-76 |
22567
Main St |
Year
– 2009, |
CPA |
Smith’s
Accounting Services |
|
Mimi Imfurst |
You are a certified public accountant (CPA) with a PTIN that you acquired just over a year ago. Your current PTIN is P00049988. |
111-22-3305 |
17-Sep-76 |
22567
Main St |
Year
– 2009, |
CPA |
Smith’s
Accounting Services |
|
Mimi Imfurst |
You are a certified public accountant (CPA) with a PTIN that you acquired just over a year ago. Your current PTIN is P00067771. |
111-22-3306 |
17-Sep-76 |
22567
Main St |
Year
– 2009, |
CPA |
Smith’s
Accounting Services |
|
Mimi Imfurst |
You are a certified public accountant (CPA) with a PTIN that you acquired just over a year ago. Your current PTIN is P00055685. |
111-22-3307 |
17-Sep-76 |
22567
Main St |
Year
– 2009, |
CPA |
Smith’s
Accounting Services |
|
Mimi Imfurst |
You are a certified public accountant (CPA) with a PTIN that you acquired just over a year ago. Your current PTIN is P00026096. |
111-22-3308 |
17-Sep-76 |
22567
Main St |
Year
– 2009, |
CPA |
Smith’s
Accounting Services |
|
Mimi Imfurst |
You are a certified public accountant (CPA) with a PTIN that you acquired just over a year ago. Your current PTIN is P00083869. |
111-22-3309 |
17-Sep-76 |
22567
Main St |
Year
– 2009, |
CPA |
Smith’s
Accounting Services |
|
Mimi Imfurst |
You are a certified public accountant (CPA) with a PTIN that you acquired just over a year ago. Your current PTIN is P00019665. |
111-22-3310 |
17-Sep-76 |
22567
Main St |
Year
– 2009, |
CPA |
Smith’s
Accounting Services |
|
Mimi Imfurst |
You are a certified public accountant (CPA) with a PTIN that you acquired just over a year ago. Your current PTIN is P00100100. |
111-22-3303 |
17-Sep-76 |
22567
Main St |
Year
– 2009, |
CPA |
Smith’s
Accounting Services |
|
Mimi Imfurst |
You are a certified public accountant (CPA) with a PTIN that you acquired just over a year ago. Your current PTIN is P00100092. |
111-22-3303 |
17-Sep-76 |
22567
Main St |
Year
– 2009, |
CPA |
Smith’s
Accounting Services |
|
Mimi Imfurst |
You are a certified public accountant (CPA) with a PTIN that you acquired just over a year ago. Your current PTIN is P00100072. |
111-22-3303 |
17-Sep-76 |
22567 Main StHerndon, VA 20171 |
Year – 2009, Filing Status – Married Filing Jointly |
CPAID #: 334675State: VA |
Smith’s Accounting Services1145 Constitution Ave.Washington, DC 22074(Ph) 202-555-7788 |
|
Mimi Imfurst |
You are a certified public accountant (CPA) with a PTIN that you acquired just over a year ago. Your current PTIN is P00100012. |
111-22-3303 |
17-Sep-76 |
22567
Main St |
Year
– 2009, |
CPA |
Smith’s
Accounting Services |
|
Mimi Imfurst |
You are a certified public accountant (CPA) with a PTIN that you acquired just over a year ago. Your current PTIN is P00100160. |
111-22-3303 |
17-Sep-76 |
22567
Main St |
Year
– 2009, |
CPA |
Smith’s
Accounting Services |
|
Mimi Imfurst |
You are a certified public accountant (CPA) with a PTIN that you acquired just over a year ago. Your current PTIN is P00100076. |
111-22-3303 |
17-Sep-76 |
22567
Main St |
Year
– 2009, |
CPA |
Smith’s
Accounting Services |
|
Crystal Shanda-Leer |
You are a certified public accountant (CPA) trying to obtain a PTIN. |
111-22-3312 |
25-Jun-81 |
5589
Deer Field Ave. |
Year
- 2008 |
CPA |
Crowe's
Accounting Firm |
|
Crystal Shanda-Leer |
You are a certified public accountant (CPA) trying to obtain a PTIN. |
111-22-3313 |
25-Jun-81 |
5589
Deer Field Ave. |
Year
- 2008 |
CPA |
Crowe's
Accounting Firm |
|
Crystal Shanda-Leer |
You are a certified public accountant (CPA) trying to obtain a PTIN. |
111-22-3314 |
25-Jun-81 |
5589
Deer Field Ave. |
Year
- 2008 |
CPA |
Crowe's
Accounting Firm |
|
Crystal Shanda-Leer |
You are a certified public accountant (CPA) trying to obtain a PTIN. |
111-22-3315 |
25-Jun-81 |
5589
Deer Field Ave. |
Year
- 2008 |
CPA |
Crowe's
Accounting Firm |
|
Crystal Shanda-Leer |
You are a certified public accountant (CPA) trying to obtain a PTIN. |
111-22-3316 |
25-Jun-81 |
5589
Deer Field Ave. |
Year
- 2008 |
CPA |
Crowe's
Accounting Firm |
|
Crystal Shanda-Leer |
You are a certified public accountant (CPA) trying to obtain a PTIN. |
111-22-3317 |
25-Jun-81 |
5589
Deer Field Ave. |
Year
- 2008 |
CPA |
Crowe's
Accounting Firm |
|
Crystal Shanda-Leer |
You are a certified public accountant (CPA) trying to obtain a PTIN. |
111-22-3318 |
25-Jun-81 |
5589
Deer Field Ave. |
Year
- 2008 |
CPA |
Crowe's
Accounting Firm |
|
Patty O'Block |
You are an enrolled Agent (EA) with a PTIN that you have had for the last 4 years. Your current PTIN is P00019665. |
111-22-3319 |
14-Apr-58 |
66985
Decker Way |
Year - 2006 Filing Status - Married Filing Separately |
EA |
Tax
Pro's of Wyoming |
|
Patty O'Block |
You are an enrolled Agent (EA) with a PTIN that you have had for the last 4 years. Your current PTIN is P00063527. |
111-22-3320 |
14-Apr-58 |
66985
Decker Way |
Year - 2006 Filing Status - Married Filing Separately |
EA |
Tax
Pro's of Wyoming |
|
Patty O'Block |
You are an enrolled Agent (EA) with a PTIN that you have had for the last 4 years. Your current PTIN is P00003980. |
111-22-3321 |
14-Apr-58 |
66985
Decker Way |
Year - 2006 Filing Status - Married Filing Separately |
EA |
Tax
Pro's of Wyoming |
|
Patty O'Block |
You are an enrolled Agent (EA) with a PTIN that you have had for the last 4 years. Your current PTIN is P00030204. |
111-22-3322 |
14-Apr-58 |
66985
Decker Way |
Year - 2006 Filing Status - Married Filing Separately |
EA |
Tax
Pro's of Wyoming |
|
Patty O'Block |
You are an enrolled Agent (EA) with a PTIN that you have had for the last 4 years. Your current PTIN is P00070170. |
111-22-3323 |
14-Apr-58 |
66985
Decker Way |
Year - 2006 Filing Status - Married Filing Separately |
EA |
Tax
Pro's of Wyoming |
|
Patty O'Block |
You are an enrolled Agent (EA) with a PTIN that you have had for the last 4 years. Your current PTIN is P00062830. |
111-22-3324 |
14-Apr-58 |
66985
Decker Way |
Year - 2006 Filing Status - Married Filing Separately |
EA |
Tax
Pro's of Wyoming |
|
Patty O'Block |
You are an enrolled Agent (EA) with a PTIN that you have had for the last 4 years. Your current PTIN is P00045160. |
111-22-3325 |
14-Apr-58 |
66985
Decker Way |
Year - 2006 Filing Status - Married Filing Separately |
EA |
Tax
Pro's of Wyoming |
|
Patty O'Block |
You are an enrolled Agent (EA) with a PTIN that you have had for the last 4 years. Your current PTIN is P00092153. |
111-22-3326 |
14-Apr-58 |
66985
Decker Way |
Year - 2006 Filing Status - Married Filing Separately |
EA |
Tax
Pro's of Wyoming |
|
Patty O'Block |
You are an enrolled Agent (EA) with a PTIN that you have had for the last 4 years. Your current PTIN is P00100088. |
111-22-3319 |
14-Apr-58 |
66985
Decker Way |
Year - 2006 Filing Status - Married Filing Separately |
EA |
Tax
Pro's of Wyoming |
|
Patty O'Block |
You are an enrolled Agent (EA) with a PTIN that you have had for the last 4 years. Your current PTIN is P00100120. |
111-22-3319 |
14-Apr-58 |
66985
Decker Way |
Year - 2006 Filing Status - Married Filing Separately |
EA |
Tax
Pro's of Wyoming |
|
Patty O'Block |
You are an enrolled Agent (EA) with a PTIN that you have had for the last 4 years. Your current PTIN is P00100196. |
111-22-3319 |
14-Apr-58 |
66985
Decker Way |
Year - 2006 Filing Status - Married Filing Separately |
EA |
Tax
Pro's of Wyoming |
|
Patty O'Block |
You are an enrolled Agent (EA) with a PTIN that you have had for the last 4 years. Your current PTIN is P00100096. |
111-22-3319 |
14-Apr-58 |
66985
Decker Way |
Year - 2006 Filing Status - Married Filing Separately |
EA |
Tax
Pro's of Wyoming |
|
Patty O'Block |
You are an enrolled Agent (EA) with a PTIN that you have had for the last 4 years. Your current PTIN is P00100148. |
111-22-3319 |
14-Apr-58 |
66985
Decker Way |
Year - 2006 Filing Status - Married Filing Separately |
EA |
Tax
Pro's of Wyoming |
|
Patty O'Block |
You are an enrolled Agent (EA) with a PTIN that you have had for the last 4 years. Your current PTIN is P00100028. |
111-22-3319 |
14-Apr-58 |
66985
Decker Way |
Year - 2006 Filing Status - Married Filing Separately |
EA |
Tax
Pro's of Wyoming |
|
Ida Dunnit |
You are new to the tax preparation world and were made aware that you need to register to get a PTIN. |
111-22-3327 |
2-Mar-72 |
11346
Mystic Valley Pl. |
Year
- 2007 |
None |
J.S.
Tax Prepation |
|
Ida Dunnit |
You are new to the tax preparation world and were made aware that you need to register to get a PTIN. |
111-22-3328 |
2-Mar-72 |
11346
Mystic Valley Pl. |
Year
- 2007 |
None |
J.S.
Tax Prepation |
|
Ida Dunnit |
You are new to the tax preparation world and were made aware that you need to register to get a PTIN. |
111-22-3329 |
2-Mar-72 |
11346
Mystic Valley Pl. |
Year
- 2007 |
None |
J.S.
Tax Prepation |
|
Ida Dunnit |
You are new to the tax preparation world and were made aware that you need to register to get a PTIN. |
111-22-3330 |
2-Mar-72 |
11346
Mystic Valley Pl. |
Year
- 2007 |
None |
J.S.
Tax Prepation |
|
Ida Dunnit |
You are new to the tax preparation world and were made aware that you need to register to get a PTIN. |
111-22-3331 |
2-Mar-72 |
11346
Mystic Valley Pl. |
Year
- 2007 |
None |
J.S.
Tax Prepation |
|
Ida Dunnit |
You are new to the tax preparation world and were made aware that you need to register to get a PTIN. |
111-22-3332 |
2-Mar-72 |
11346
Mystic Valley Pl. |
Year
- 2007 |
None |
J.S.
Tax Prepation |
|
Ida Dunnit |
You are new to the tax preparation world and were made aware that you need to register to get a PTIN. |
111-22-3333 |
2-Mar-72 |
11346
Mystic Valley Pl. |
Year
- 2007 |
None |
J.S.
Tax Prepation |
|
Ida Dunnit |
You are new to the tax preparation world and were made aware that you need to register to get a PTIN. |
111-22-3334 |
2-Mar-72 |
11346
Mystic Valley Pl. |
Year
- 2007 |
None |
J.S.
Tax Prepation |
|
Marsha Mellow |
You have been a tax preparer for the past 7 years and currently have a PTIN. Your current PTIN is P00008164. |
111-22-3335 |
26-Jul-79 |
862
Cinnamon Cir. |
Year
- 2009 |
None |
TaxesFiled4U |
|
Marsha Mellow |
You have been a tax preparer for the past 7 years and currently have a PTIN. Your current PTIN is P00047514. |
111-22-3336 |
26-Jul-79 |
862
Cinnamon Cir. |
Year
- 2009 |
None |
TaxesFiled4U |
|
Marsha Mellow |
You have been a tax preparer for the past 7 years and currently have a PTIN. Your current PTIN is P00059756. |
111-22-3337 |
26-Jul-79 |
862
Cinnamon Cir. |
Year
- 2009 |
None |
TaxesFiled4U |
|
Marsha Mellow |
You have been a tax preparer for the past 7 years and currently have a PTIN. Your current PTIN is P00100140. |
111-22-3338 |
26-Jul-79 |
862
Cinnamon Cir. |
Year
- 2009 |
None |
TaxesFiled4U |
|
Marsha Mellow |
You have been a tax preparer for the past 7 years and currently have a PTIN. Your current PTIN is P00100032. |
111-22-3339 |
26-Jul-79 |
862
Cinnamon Cir. |
Year
- 2009 |
None |
TaxesFiled4U |
|
Marsha Mellow |
You have been a tax preparer for the past 7 years and currently have a PTIN. Your current PTIN is P00100132. |
111-22-3340 |
26-Jul-79 |
862
Cinnamon Cir. |
Year
- 2009 |
None |
TaxesFiled4U |
|
Marsha Mellow |
You have been a tax preparer for the past 7 years and currently have a PTIN. Your current PTIN is P00100000. |
111-22-3341 |
26-Jul-79 |
862
Cinnamon Cir. |
Year
- 2009 |
None |
TaxesFiled4U |
|
Marsha Mellow |
You have been a tax preparer for the past 7 years and currently have a PTIN. Your current PTIN is P00100108. |
111-22-3342 |
26-Jul-79 |
862
Cinnamon Cir. |
Year
- 2009 |
None |
TaxesFiled4U |
|
Marsha Mellow |
You have been a tax preparer for the past 7 years and currently have a PTIN. Your current PTIN is P00100172. |
111-22-3342 |
26-Jul-79 |
862
Cinnamon Cir. |
Year
- 2009 |
None |
TaxesFiled4U |
|
Marsha Mellow |
You have been a tax preparer for the past 7 years and currently have a PTIN. Your current PTIN is P00100192. |
111-22-3342 |
26-Jul-79 |
862
Cinnamon Cir. |
Year
- 2009 |
None |
TaxesFiled4U |
|
Marsha Mellow |
You have been a tax preparer for the past 7 years and currently have a PTIN. Your current PTIN is P00100020. |
111-22-3342 |
26-Jul-79 |
862
Cinnamon Cir. |
Year
- 2009 |
None |
TaxesFiled4U |
|
Marsha Mellow |
You have been a tax preparer for the past 7 years and currently have a PTIN. Your current PTIN is P00100068. |
111-22-3342 |
26-Jul-79 |
862
Cinnamon Cir. |
Year
- 2009 |
None |
TaxesFiled4U |
|
Marsha Mellow |
You have been a tax preparer for the past 7 years and currently have a PTIN. Your current PTIN is P00100168. |
111-22-3342 |
26-Jul-79 |
862
Cinnamon Cir. |
Year
- 2009 |
None |
TaxesFiled4U |
|
Marsha Mellow |
You have been a tax preparer for the past 7 years and currently have a PTIN. Your current PTIN is P00100176. |
111-22-3342 |
26-Jul-79 |
862
Cinnamon Cir. |
Year
- 2009 |
None |
TaxesFiled4U |
|
File Type | application/msword |
Author | mdsloa00 |
Last Modified By | mdsloa00 |
File Modified | 2012-05-03 |
File Created | 2012-05-03 |