Form 943 2015 943 IRS v3 Survey

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Overview

Model Qsts
CUSTOM Qsts

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Sheet 1: Model Qsts

Model Name: IRS v3			Red & Strike-Through: Delete
Model ID	MNctApFhltd0k9I0UoMFsA4C		Underlined & Italicized: Re-order
Partitioned: Yes 2MQ			Pink: Addition
Date: 6/8/2015			Blue: Reword
	Element Questions		Satisfaction Questions		Future Behaviors
	Look and Feel (1=Poor, 10=Excellent, Don't Know)		Satisfaction		Return (1=Very Unlikely, 10=Very Likely)
1	Please rate the visual appeal of this site.	16	What is your overall satisfaction with this site? (1=Very Dissatisfied, 10=Very Satisfied)	19	How likely are you to return to this site?
2	Please rate the balance of graphics and text on this site.	17	How well does this site meet your expectations? (1=Falls Short, 10=Exceeds)		Recommend (1=Very Unlikely, 10=Very Likely)
3	Please rate the readability of the pages on this site.	18	How does this site compare to your idea of an ideal website? (1=Not Very Close, 10=Very Close)	20	How likely are you to recommend this site to someone else?
	Site Performance (1=Poor, 10=Excellent, Don't Know)				Primary Resource (1=Very Unlikely, 10=Very Likely)
4	Please rate how quickly pages load on this site.			21	How likely are you to use this website as your primary resource for tax information?
5	Please rate the consistency of speed from page to page on this site.
6	Please rate how completely the page content loads on this site.
	Navigation (1=Poor, 10=Excellent, Don't Know)
7	Please rate how well the site is organized.
8	Please rate the options available for navigating this site.
9	Please rate how well the site layout helps you find what you need.
	Information Browsing (1=Poor, 10=Excellent, Don't Know)
10	Please rate the ability to sort information by criteria that are important to you on this site.
11	Please rate the ability to narrow choices to find the information you are looking for on this site.
12	Please rate how well the features on the site help you find the information you need.
	Site Information (1=Poor, 10=Excellent, Don't Know)
13	Please rate the thoroughness of information provided on this site.
14	Please rate how understandable this site’s information is.
15	Please rate how well the site’s information provides answers to your questions.

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Sheet 2: CUSTOM Qsts

CUSTOM QUESTIONS			red & strike-through: DELETE
IRS v3			underlined & italicized: RE-ORDER
MID: MNctApFhltd0k9I0UoMFsA4C			pink: ADDITION
Date: 9/1/2015			blue + -->: REWORDING
			violet (bold): SKIP-LOGIC
IRS v3 CUSTOM QUESTION LIST
QID	Skip Logic Label	Question Text	Answer Choices (limited to 50 characters)	Skip to	Type (select from list)	Required Y/N	Special instructions	CQ Label
MHM6185Q001		How frequently do you visit the IRS.gov website?	First time		Drop down, select one	Y		Frequency
			Daily
			About once a week
			About once a month
			Every 6 months or less
MHM6185Q002		Which category best describes you? Are you …?	An individual taxpayer		Radio button, one-up vertical	Y	Skip logic	Role
			A business (corporation, partnership, small business, etc.)
			A charity or non-profit organization (tax exempt entity, government entity, etc.)
			A tax professional (accountant, attorney, bank trust officer, enrolled agent, tax consultant, tax preparer, etc.)
			Other, please specify:	A
MHM6185Q003	A	Please specify what best describes you.			Text field, <100 char	N	Skip logic	Other role
MHM6185Q004		What was your primary reason for visiting the IRS.gov website today?	Amended tax return status or change my previously filed return	C1	Radio button, one-up vertical	Y	Skip logic	Reason
			EIN (Employer Identification Number)	W
			Tools for tax professionals (i.e., e-services)	W
			Filing a return	W			Randomize
			Free File information	F1
			Credits and deductions information	F1
			General tax information	F1
			Received a notice from IRS	F1
			News and events	F1
			Affordable Care Act information	F1
			Payments	B1
			PTIN (Preparer Tax Identification Number)	W
			Refund status	C1
			Tax forms, publications, or instructions	E1,F1
			Tax return or account transcript	D1,D3,D4,D7
			Other, please specify:	A			Anchor answer choice
MHM6185Q005	A1	Please specify your reason for visiting the IRS.gov website today.			Text area, no char limit	N	Skip logic	Other reason
MHM6185Q006	F1	Did you find the information you were looking for?	Yes	F3	Drop down, select one	Y	Skip logic	Tax Info Found info
			No	F2
MHM6185Q007	F2	Please describe any difficulties that prevented you from finding what you needed.			Text area, no char limit	N	Skip logic	Tax Info Difficulties
MHM6185Q008	F3	Please describe any confusion encountered in making sense of the information you found today.			Text area, no char limit	N	Skip logic	Tax Info Confusion
MHM6185Q009	B1	What were you trying to accomplish with regard to payments?	Set up online payment agreement, installment agreement or payment plan	B7	Radio button, one-up vertical	Y	Skip logic	Payments
			Seek information about online payment agreement, installment agreement or payment plan	B2,B9
			Make an installment payment	B5,B7
			Modify existing agreement	B7
			Other, please specify:	B4
MHM6185Q010	B2	What type of information about an online payment agreement, installment agreement or payment plan were you seeking?	Learn how to qualify for an online payment agreement, installment agreement or payment plan		Checkbox, one-up vertical	Y	Skip logic	Payments Info Type
			Learn how to apply for an online payment agreement, installment agreement or payment plan
			Check on approval of my application for an online payment agreement, installment agreement or payment plan
			Review terms of my current online payment agreement, installment agreement or payment plan (due dates, amounts, bank accounts, etc.)
			Other, please specify:	B3
MHM6185Q011	B3	What type of information about an online payment agreement, installment agreement or payment plan were you trying to find?			Text area, no char limit	N	Skip logic	Payments Other info type
MHM6185Q012	B4	Please specify what you were trying to accomplish with regard to payments.			Text area, no char limit	N	Skip logic	Other payments
MHM6185Q013	B5	Which payment method(s) you used to make your payment today?	Electronic Federal Tax Payment System (EFTPS)		Checkbox, one-up vertical	Y	Skip logic	Payments Method
			IRS DirectPay
			Pay by Debit or Credit Card
			Other, please specify:	B6
MHM6185Q014	B6	Please specify what other method did you use to make your payment today.			Text area, no char limit	N	Skip logic	Payments Other method
MHM6185Q015	B7	To what extent were you able to complete your task(s) today?	I was able to complete all my task(s)		Drop down, select one	Y	Skip logic	Payments Accomplish task
			I was able to complete most of my task(s)
			I was able to complete some of my task(s)	B8
			I was unable to complete any of my task(s)	B8
MHM6185Q016	B8	What prevented you from accomplishing your task(s) today?			Text area, no char limit	N	Skip logic	Payments Prevented task
MHM6185Q017	B9	Were you able to find the information about an online payment agreement, installment agreement or payment plan you were looking for?	Yes		Drop down, select one	Y	Skip logic	Payments Find info
			No	B10
MHM6185Q018	B10	Please describe what prevented you from finding information about an online payment agreement, installment agreement or payment plan you were looking for.			Text area, no char limit	N	Skip logic	Payments No info found
MHM6185Q019	C1	What were you trying to accomplish with regard to refund status?	Check status of refund	C3,C5,C7,C8	Radio button, one-up vertical	Y	Skip logic	Refund
			Check status of amended return	C3,C5,C7,C8
			Research more information about refund	C9
			Review refund FAQs	C9
			Other, please specify:	C2
MHM6185Q020	C2	Please specify what you were trying to accomplish with regard to refund status.			Text area, no char limit	N	Skip logic	Other refund
MHM6185Q021	C3	How would you classify the ease of use for the refund status feature?	Very easy		Radio button, one-up vertical	Y	Skip logic	Refund Ease of use
			Somewhat easy
			Somewhat difficult	C4
			Very difficult	C4
MHM6185Q022	C4	Why did you classify the usage of the refund status feature as somewhat or very difficult? Please provide specific details of your experience.			Text area, no char limit	N	Skip logic	Refund Difficult use
MHM6185Q023	C5	Did the refund status feature provide you with sufficient information/messaging about your refund status?	Yes		Drop down, select one	Y	Skip logic	Refund Sufficient info
			No	C6
MHM6185Q024	C6	Please specify what the IRS could do better in informing you about your refund status.			Text area, no char limit	N	Skip logic	Improve refund
MHM6185Q025	C7	What other ways did you use to check on your refund status?			Text area, no char limit	N	Skip logic	Refund Other ways
MHM6185Q026	C8	How many times did you use the refund status feature during the tax season?	This is my first time		Radio button, one-up vertical	Y	Skip logic	Refund # times used
			2-4 times
			5-9 times
			10 or more times
MHM6185Q027	C9	Were you able to find the refund information you were looking for?	Yes		Drop down, select one	Y	Skip logic	Refund Find info
			No	C10
MHM6185Q028	C10	Please describe what prevented you from finding the refund information you were looking for.			Text area, no char limit	N	Skip logic	Refund No info found
MHM6185Q029	D1	What was your main reason for requesting a transcript today?	Higher education/student aid		Drop down, select one	Y	Skip logic	Transcript Reason
			Mortgage related
			Federal tax preparation
			Immigration
			FEMA/Disaster related
			State licensing
			Small business loan
			Housing assistance
			State or local tax issue
			Income verification
			Health care
			Other, please specify:	D2
MHM6185Q030	D2	Please specify your other reason(s) for requesting a transcript today.			Text area, no char limit	N	Skip logic	Transcript Other reason
MHM6185Q031	D3	What type of transcript were you interested in?	Account		Drop down, select one	Y	Skip logic	Transcript types
			Record of Account
			Return
			Verification of Non-Filing
			Wage & Income
MHM6185Q032	D4	Did you encounter any difficulty ordering transcripts?	Yes	D5	Radio button, one-up vertical	Y	Skip logic	Transcript Encounter difficulty
			No
MHM6185Q033	D5	What type of difficulty did you encounter while ordering a transcript today?	There is an ID Theft Condition put the account		Radio button, one-up vertical	Y	Skip logic	Transcript difficulties
			There were technical difficulties with application
			Received an authentication error
			The system/application was down
			Session expired too early
			Unable to submit request/order transcript
			Tax year wanted was unavailable
			Transcript type wanted was unavailable
			Other, please specify:	D6
MHM6185Q034	D6	Please specify the type of difficulty you encountered while ordering a transcript today.			Text area, no char limit	N	Skip logic	Transcript Other difficulties
MHM6185Q035	D7	What could the IRS do to make the Get Transcript feature better in the future?			Text area, no char limit	N	Skip logic	Improve transcript
MHM6185Q036	E1	What were you trying to accomplish with regard to forms, publications, or instructions?	Download current year tax forms		Checkbox, one-up vertical	Y	Skip logic	Forms accomplish
			Download prior year tax forms
			Print current year tax forms
			Print prior year tax forms
			Better understand tax rules and procedures
			Order tax forms
			e-file my forms
			Find examples of completed forms
			Other, please specify:	E2
MHM6185Q037	E2	Please specify what you were trying to accomplish with regard to forms, publications, or instructions.			Text area, no char limit	N	Skip logic	Forms Other accomplish
MHM6185Q038	W	To what extent were you able to complete your task(s) today?	I was able to complete all my task(s)		Drop down, select one	Y	Skip logic	Task accomplishment
			I was able to complete most of my task(s)
			I was able to complete some of my task(s)	X
			I was unable to complete any of my task(s)	X
MHM6185Q039	X	What prevented you from accomplishing your task(s) today?			Text area, no char limit	N	Skip logic	Prevented task
MHM6185Q040		How did you search for information on the IRS.gov website today? (Please mark all that apply.)	IRS.gov website search	A,C	Checkbox, one-up vertical	Y	Skip logic	Method
			Advanced search	A,C
			Forms and publications area	A,C
			Site navigation	D
			Links on a page	D
			Internet search engine (Google, MSN Search, Yahoo! Search, etc.)	A,C
MHM6185Q041	A	Please describe your search experience today.	Search delivered the expected results		Checkbox, one-up vertical	N	Skip logic	Search diff
			Top recommendations were helpful
			Too many results returned
			No results returned
			Results irrelevant to search terms
			Unsure of search terms to use
			Other, please specify:	B
MHM6185Q042	B	Please provide specific details about your search experience today.			Text area, no char limit	N	Skip logic	Other search diff
MHM6185Q043	C	What specific search term(s) did you use to find information on the IRS.gov website?			Text area, no char limit	N	Skip logic	Search terms
MHM6185Q044	D	Please describe your navigational experience today.	Navigation worked as expected		Checkbox, one-up vertical	N	Skip logic	Navigation diff
			Navigation terms were intuitive/easy to follow
			First-level navigation was intuitive, but subsequent levels were less intuitive
			Expected links were not present on Web pages
			Links did not take me where I expected
			Navigating through site and determining location on site was difficult
			Encountered technical difficulties (links didn't work, received error messages, etc.)
			Other, please specify:	E
MHM6185Q045	E	Please provide specific details about your navigational experience today.			Text area, no char limit	N	Skip logic	Other nav diff
MHM6185Q046		Please tell us what the IRS could do to make this website more successful and satisfactory in the future.			Text area, no char limit	N		Improvement
MHM6185Q047		How do you prefer to access the IRS.gov website?	Computer/laptop		Checkbox, one-up vertical	Y		Access preference
			Mobile phone
			Mobile tablet
			No preference