CS-18-491 TAS Mail Survey

[Exhibit A -TAS Survey Pre-Note Letter–Taxpayer]
{TAS Letterhead stationary}
Date:
John Doe
123 Main Street
Anytown, CT 66666
Dear [Taxpayer’s Name],
As the National Taxpayer Advocate, I lead the Taxpayer Advocate Service (TAS) in helping taxpayers resolve
problems with the IRS. You were selected to participate in a survey, which will take about 10 minutes to
complete. Your participation is voluntary. By completing and returning the voluntary survey you can let us know
what we did well and what we could have done to make your experience with us even better. 1
How you can take the survey
You will receive a survey package from TAS within the next couple of weeks. It will include the TAS Customer
Satisfaction Survey and a self-addressed, stamped return envelope. Please have the person in your household
who knows the most about your recent experience with TAS complete the survey. Reflect upon the concern a
TAS case advocate assisted you in addressing when responding to the questions. Return the completed survey
as soon as possible using the included envelope.
Questions or assistance
If you have any questions or need assistance in completing this survey please contact John Casstevens at 904661-3146.
Verification
To verify the authenticity of our survey, please visit www.irs.gov and enter the search term “customer surveys.”
The IRS Customer Satisfaction Survey webpage contains a list of current IRS surveys and includes a reference to
the TAS survey.
Privacy Act Notice
The primary purpose for requesting this information is to help the IRS improve its service to taxpayers. Our
authority for requesting the information is 5 USC and 26 USC 7801. Providing information is voluntary. However,
if you do not answer all or part of the survey questions, the IRS and TAS may lack information it could use to
improve taxpayer service. TAS is required to follow confidentiality protections required by the Privacy Act and /or
Internal Revenue Code section 6103.
I am committed to providing the best possible service to every taxpayer and I look forward to hearing about your
experience with TAS.

Sincerely,

Nina E. Olson
National Taxpayer Advocate

1

Paperwork Reduction Act: We are required by law to report to you the OMB Control Number for this public information
request. That number is 1545-1432. If you have any comments about the time estimate for completing the survey or about
ways to improve the survey, please write to the Internal Revenue Service, Special Services Section, SE:W:CAR:MP:T:M:S,
Room 6129, 1111 Constitution Ave. NW, Washington, DC 20224.

[Exhibit B -TAS Survey Pre-Note Letter- POA]

{TAS Logo placeholder}
POA
123 Main Street
Anytown, CT 66666
Date: September 25, YYYY
Re: [TP Name]
As the National Taxpayer Advocate, I lead the Taxpayer Advocate Service (TAS) in helping taxpayers resolve
problems with the IRS. You, as the taxpayer’s representative, have been selected to participate in a survey,
which will take about 10 minutes to complete. Your participation is voluntary. By completing and returning the
voluntary survey you can let us know what we did well and what we could have done to make your experience
with us even better.1
How you can take the survey
You will receive a survey package from TAS within the next couple of weeks. It will include the TAS Customer
Satisfaction Survey and a self-addressed, stamped return envelope. Please reflect on your recent experience
with TAS in representing the taxpayer noted above when completing the survey. Return the completed survey as
soon as possible using the included envelope.
Questions or assistance
If you have any questions or need assistance in completing this survey please contact John Casstevens at 904661-3146.
Verification
To verify the authenticity of our survey, please visit www.irs.gov and enter the search term “customer surveys.”
The IRS Customer Satisfaction Survey webpage contains a list of current IRS surveys and includes a reference to
the TAS survey.
Privacy Act Notice
The primary purpose for requesting this information is to help the IRS improve its service to taxpayers. Our
authority for requesting the information is 5 USC and 26 USC 7801. Providing information is voluntary. However,
if you do not answer all or part of the survey questions, the IRS and TAS may lack information it could use to
improve taxpayer service. TAS is required to follow confidentiality protections required by the Privacy Act and /or
Internal Revenue Code section 6103.
I am committed to providing the best possible service to every taxpayer and I look forward to hearing about your
experience with TAS.

Sincerely,

Nina E. Olson
National Taxpayer Advocate

1

Paperwork Reduction Act: We are required by law to report to you the OMB Control Number for this public information
request. The number is 1545-1432. If you have any comments about the time estimate for completing the survey or about
ways to improve the survey, please write to the Internal Revenue Service, Special Services Section, SE:W:CAR:MP:T:M:S,
Room 6129, 1111 Constitution Ave. NW, Washington, DC 20224.

[Exhibit C -TAS Survey – Pre-Note Letter-Business]
{TAS Logo placeholder}
Business
123 Main Street
Anytown, CT 66666
Date: September 25, YYYY
ATTN: [TP Contact]
As the National Taxpayer Advocate, I lead the Taxpayer Advocate Service (TAS) in helping taxpayers resolve
problems with the IRS. You have been selected to participate in a survey, which will take about 10 minutes to
complete. Your participation is voluntary. By completing and returning the voluntary survey you can let us know
what we did well and what we could have done to make your experience with us even better. 1
How you can take the survey
You will receive a survey package from TAS within the next couple of weeks. It will include the TAS Customer
Satisfaction Survey and a self-addressed, stamped return envelope. Please reflect on your recent experience
with TAS in representing the business listed above when completing the survey. Return the completed survey as
soon as possible using the included envelope.
Questions or assistance
If you have any questions or need assistance in completing this survey please contact John Casstevens at 904661-3146.
Verification
To verify the authenticity of our survey, please visit www.irs.gov and enter the search term “customer surveys.”
The IRS Customer Satisfaction Survey webpage contains a list of current IRS surveys and includes a reference to
the TAS survey.
Privacy Act Notice
The primary purpose for requesting this information is to help the IRS improve its service to taxpayers. Our
authority for requesting the information is 5 USC and 26 USC 7801. Providing information is voluntary. However,
if you do not answer all or part of the survey questions, the IRS and TAS may lack information it could use to
improve taxpayer service. TAS is required to follow confidentiality protections required by the Privacy Act and /or
Internal Revenue Code section 6103.
I am committed to providing the best possible service to every taxpayer and I look forward to hearing about your
experience with TAS.

Sincerely,

Nina E. Olson
National Taxpayer Advocate

1

Paperwork Reduction Act: We are required by law to report to you the OMB Control Number for this public information
request. The number is 1545-1432. If you have any comments about the time estimate for completing the survey or about
ways to improve the survey, please write to the Internal Revenue Service, Special Services Section, SE:W:CAR:MP:T:M:S,
Room 6129, 1111 Constitution Ave. NW, Washington, DC 20224.

[Exhibit D-TAS Survey – Cover Letter with Questions]
{TAS Letterhead stationary}
Date:
John Doe
123 Main Street
Anytown, CT 66666
Dear [Taxpayer’s Name],
We recently sent you a letter asking for your help with an important survey we are conducting. The Taxpayer
Advocate Service (TAS) wants to learn how to improve service to taxpayers.
You were selected to participate in this survey, which will take about 10 minutes to complete. Your participation is
voluntary.
Included in the package are the TAS Customer Satisfaction survey and the self-addressed, stamped return
envelope. Please have the person in your household who knows the most about your recent experience with
TAS complete the survey. Reflect upon the concern a TAS case advocate assisted you in addressing when
responding to the questions. Return the completed survey as soon as possible using the included envelope.
If you have any questions or need assistance in completing this survey please contact John Casstevens at 904661-3146.
To verify the authenticity of our survey, please visit www.irs.gov and enter the search term “customer surveys.”
The IRS Customer Satisfaction Survey webpage contains a list of current IRS surveys and includes a reference to
the TAS survey.
Privacy Act Notice
The primary purpose for requesting this information is to help the IRS improve its service to taxpayers. Our
authority for requesting the information is 5 USC and 26 USC 7801. Providing information is voluntary. However,
if you do not answer all or part of the survey questions, the IRS and TAS may lack information it could use to
improve taxpayer service. TAS is required to follow confidentiality protections required by the Privacy Act and /or
Internal Revenue Code section 6103.
I am committed to providing the best possible service to every taxpayer and I look forward to hearing about your
experience with TAS.

Sincerely,

Nina E. Olson
National Taxpayer Advocate
Enclosures: Survey Questionnaire
Postage Paid Envelope

[Exhibit E – TAS Survey – Reminder Postcard]
Dear Taxpayer or POA:
In the last few weeks the Taxpayer Advocate Service sent you a survey asking for your help to improve
service to taxpayers.
If you have already completed and sent the survey back to us, thank you.
If not, please have the person in your household who is most familiar with your recent experience with
the Taxpayer Advocate Service take a few minutes today to complete and return the survey.
We appreciate your participation. Thank you for your help.
_____________________________________________________________________________________
Catalog Number 69181U

WWW.IRS.GOV

FORM 14783

[Exhibit F – TAS Survey – 2nd Cover Letter with Questionnaire]

{TAS Letterhead stationary}
Date:
John Doe
123 Main Street
Anytown, CT 66666
Dear [Taxpayer’s Name],
In the last few weeks we sent you a survey asking for your help to improve service to taxpayers. We are
interested in your thoughts and opinions about your experience with the Taxpayer Advocate Service.
•

If you have already completed and sent the survey back to us, thank you!

•

If not, please take a few minutes today to complete and return the survey. A postage paid envelope is
included.

If you have any questions or need assistance in completing this survey please contact John Casstevens at 904661-3146.
Privacy Act Notice
The primary purpose for requesting this information is to help the IRS improve its service to taxpayers. Our
authority for requesting the information is 5 USC and 26 USC 7801. Providing information is voluntary. However,
if you do not answer all or part of the survey questions, the IRS and TAS may lack information it could use to
improve taxpayer service. TAS is required to follow confidentiality protections required by the Privacy Act and /or
Internal Revenue Code section 6103.
We appreciate your participation. Thank you for your help.

Sincerely,

Nina E. Olson
National Taxpayer Advocate
Enclosures: Survey Questionnaire
Postage Paid Envelope

EXHIBIT G SURVEY QUESTIONS

EXHIBIT G SURVEY QUESTIONS