Form 30689 IRSv3_Web_Browse_20181107

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Overview

Model Qsts
CUSTOM Qsts
CQs (11-7-18)
CQs (9-15-17)
CUSTOM Qsts (9-14-17)
CUSTOM Qsts (7-10-17)
CQs (6-30-16)

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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: 2/29/2016				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 IRS.gov.	16	What is your overall satisfaction with IRS.gov? (1=Very Dissatisfied, 10=Very Satisfied)	19	How likely are you to return to IRS.gov?
2	Please rate the balance of graphics and text on IRS.gov.	17	How well does IRS.gov meet your expectations? (1=Falls Short, 10=Exceeds)		Recommend (1=Very Unlikely, 10=Very Likely)
3	Please rate the readability of the pages on IRS.gov.	18	How does IRS.gov compare to your idea of an ideal website? (1=Not Very Close, 10=Very Close)	20	How likely are you to recommend IRS.gov 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 IRS.gov.			21	How likely are you to use IRS.gov as your primary resource for tax information?
5	Please rate the consistency of speed from page to page on IRS.gov.
6	Please rate how completely the page content loads on IRS.gov.
	Navigation (1=Poor, 10=Excellent, Don't Know)
7	Please rate how well IRS.gov is organized.
8	Please rate the options available for navigating IRS.gov.
9	Please rate how well IRS.gov 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 IRS.gov.
11	Please rate the ability to narrow choices to find the information you are looking for on IRS.gov.
12	Please rate how well the features on IRS.gov 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 IRS.gov.
14	Please rate how understandable IRS.gov’s information is.
15	Please rate how well IRS.gov’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: 11/2/2018			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
MHM6185Q002		I am visiting IRS.gov today as ...	An individual taxpayer	B	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	A
MHM6185Q003	A	Please specify what best describes your role today:			Text field, <100 char	N	Skip logic	Other role
LAB6185Q097	B	Do any of these situations apply to you? (Select all that apply.)	Standard 1040 Filer (Wage/salary receiving employee)		Check box, one-up vertical	Y	Skip logic	Individual situations
			Retired
			Have self-employment income (1099)
			Foreign National Living in the US
			US Taxpayer living abroad
			Parent acting on behalf of a child
			Active duty military
			Acting on behalf of a deceased person and/or estate
			Disability recipients
			Other	AA
LAB6185Q098	AA	Please describe your tax role/situation:			Text field, <100 char	N	Skip logic	Other Situation
LAB6185Q099		What previous contact have you had with the IRS about the reason you visited the website today? (Select all that apply.)	Received a notice or letter from the IRS		Checkbox, one-up vertical	N		Previous contact
			Called the IRS and spoke to a customer service representative
			Called the IRS and used the automated phone system to get information
			Visited a Taxpayer Assistance Center
			Visited IRS.gov previously for the same reason
			Have not been in contact with the IRS for this issue
LAB6185Q100		What was your primary reason for visiting IRS.gov today?	GET Tax forms, publications, or instructions	G	Radio button, one-up vertical	Y	Skip logic	Reason
			FIND MY Refund status	F
			FILE a return
			MAKE a payment or FIND OUT info about payments (how much I owe, etc.)	M
			GET A Tax transcript	T
			Other reason	BB
LAB6185Q101	M	What were you trying to accomplish with payments? (Select all that apply.)	Make an online payment		Checkbox, one-up vertical	Y	Skip logic	Payments
			Seek information about payment options
			Set up an installment agreement or online payment agreement
			Look-up, modify, or cancel an existing payment or agreement
			Check my account balance
			Other
LAB6185Q102	F	What were you trying to accomplish with your refund status?  (Select all that apply.)	Check status of refund		Checkbox, one-up vertical	Y	Skip logic	Refund Status
			Research more information about refund
			Review refund FAQs
			Other
LAB6185Q103	T	What were you trying to accomplish with a tax transcript today?  (Select all that apply.)	Download a copy		Checkbox, one-up vertical	Y	Skip logic	Transcript
			Order a copy in the mail
			Find info about tax transcripts
			Obtain my AGI from a previous year
			Obtain my filing status from a previous year
			Other
LAB6185Q104	G	What were you trying to accomplish with forms, publications, or instructions? (Select all that apply.)	Download current year tax forms		Checkbox, one-up vertical	Y	Skip logic	Forms
			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
LAB6185Q105	BB	What was that other reason for visiting IRS.gov today?	Tools for tax professionals (e.g., e-services)		Radio button, one-up vertical	Y	Skip logic	Other Primary
			Free File information
			Tax Identification Number (EIN, PTIN, ITIN, etc.)	ID
			General tax information
			Penalties	P
			Credits and Deduction Information
			Amended tax return status or amend my previously filed return
			ID Theft
			Report a tax scam
			Other	CC
LAB6185Q106	CC	Please specify other reason for visiting:			Text field, <100 char	N	Skip logic	OE_Other Primary
LAB6185Q107	P	What were you trying to accomplish with penalties? (Select all that apply.)	Learn about penalties for individual taxpayers		Checkbox, one-up vertical	Y	Skip logic	Penalties
			Learn about penalties for small businesses or corporations
			Learn how to avoid a penalty
			Learn how to compute a penalty
			Learn about penalty relief criteria
			Learn how to request penalty relief
			Learn how to appeal a rejected request for penalty relief
			Learn about IRA additional tax penalties
			See what penalties I owe and/or the amounts due
			Make a payment
			Other
LAB6185Q108	ID	What type of identification number did you want to request or find more information about?	Employer Identification Number (EIN)		Radio button, one-up vertical	Y	Skip logic	ID Number
			Preparer Tax Identification Number (PTIN)
			Electronic Filing Identification Number (EFIN)
			Individual Tax Identification Number (ITIN)
			FATCA Identification Number (FIN) or FATCA Entity ID
			Identity Protection Personal Identification Number (IP PIN)
			Other
LAB6185Q109		I was able to complete the task(s) or find all the information I needed	Strongly Agree		Radio button, one-up vertical	Y		Quality
			Agree
			Neutral
			Disagree
			Strongly Disagree
LAB6185Q110		It was easy to complete what I needed to do	Strongly Agree		Radio button, one-up vertical	Y		Ease
			Agree
			Neutral
			Disagree
			Strongly Disagree
LAB6185Q111		It took a reasonable amount of time to do what I needed to do	Strongly Agree		Radio button, one-up vertical	Y		Efficiency
			Agree
			Neutral
			Disagree
			Strongly Disagree
LAB6185Q112		This interaction increased my confidence in the IRS	Strongly Agree		Radio button, one-up vertical	Y		Confidence
			Agree
			Neutral
			Disagree
			Strongly Disagree
LAB6185Q113		Were you successfully able to log in to (or register for) any IRS application today?	I did not have to log in or validate my credentials		Radio button, one-up vertical	N	Skip logic	Log In
			I successfully logged in/validated
			I was unable to log in/validate	DD
LAB6185Q114	DD	What prevented you from validating yourself into an IRS application today? (Please don't provide any personal information in your response.)			Text area, no character limit	N	Skip logic	Prevented Log in
BUC0277029		How was your search experience today? (Select all that apply.)	I did not use the IRS search feature		Checkbox, one-up vertical	N	Mutually exclusive	Search diff
			Search delivered the expected results
			Top recommendations were helpful
			Too many results returned
			No results returned
			Results irrelevant to search terms
			Unsure of search terms to use
			Other
LAB6185Q115		What difficulties did you encounter navigating the site? (Select all that apply.)	Navigation worked as expected		Checkbox, one-up vertical	N	Mutually exclusive	Navigation issues
			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
MHM6185Q001		How frequently do you visit IRS.gov?	This is my first time		Radio button, one-up vertical	N		Frequency
			Daily
			About once a week
			About once a month
			Every 6 months or less
			About once a year
LAB6185Q116		If you could change one thing about this website what would it be?			Text area, no character limit	N		Change one thing
LAB6185Q117		In general, I trust the IRS to fulfill our country's commitment to taxpayers	Strongly Agree		Radio button, one-up vertical	N		Trust
			Agree
			Neutral
			Disagree
			Strongly Disagree

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Sheet 3: CQs (11-7-18)

CUSTOM QUESTIONS			red & strike-through: DELETE
IRS v3			underlined & italicized: RE-ORDER
MID: MNctApFhltd0k9I0UoMFsA4C			pink: ADDITION
Date: 11/2/2018			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
MHM6185Q002		Which best describes you for your visit to IRS.gov today? I am visiting IRS.gov today as ...	An individual taxpayer	B	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	A
MHM6185Q003	A	Please specify what best describes your role today:			Text field, <100 char	N	Skip logic	Other role
	B	Do any of these situations apply to you? (Select all that apply.)	Standard 1040 Filer (Wage/salary receiving employee)		Check box, one-up vertical	Y	Skip logic	Individual situations
			Retired
			Have self-employment income (1099)
			Foreign National Living in the US
			US Taxpayer living abroad
			Parent acting on behalf of a child
			Active duty military
			Acting on behalf of a deceased person and/or estate
			Disability recipients
			Other	AA
	AA	Please describe your tax role/situation:			Text field, <100 char	N	Skip logic	Other Situation
		What previous contact have you had with the IRS about the reason you visited the website today? (Select all that apply.)	Received a notice or letter from the IRS		Checkbox, one-up vertical	N		Previous contact
			Called the IRS and spoke to a customer service representative
			Called the IRS and used the automated phone system to get information
			Visited a Taxpayer Assistance Center
			Visited IRS.gov previously for the same reason
			Have not been in contact with the IRS for this issue
		What was your primary reason for visiting IRS.gov today?	GET Tax forms, publications, or instructions	G	Radio button, one-up vertical	Y	Skip logic	Reason
			FIND MY Refund status	F
			FILE a return
			MAKE a payment or FIND OUT info about payments (how much I owe, etc.)	M
			GET A Tax transcript	T
			Other reason	BB
	M	What were you trying to accomplish with payments? (Select all that apply.)	Make an online payment		Checkbox, one-up vertical	Y	Skip logic	Payments
			Seek information about payment options
			Set up an installment agreement or online payment agreement
			Look-up, modify, or cancel an existing payment or agreement
			Check my account balance
			Other
	F	What were you trying to accomplish with your refund status?  (Select all that apply.)	Check status of refund		Checkbox, one-up vertical	Y	Skip logic	Refund Status
			Research more information about refund
			Review refund FAQs
			Other
	T	What were you trying to accomplish with a tax transcript today?  (Select all that apply.)	Download a copy		Checkbox, one-up vertical	Y	Skip logic	Transcript
			Order a copy in the mail
			Find info about tax transcripts
			Obtain my AGI from a previous year
			Obtain my filing status from a previous year
			Other
	G	What were you trying to accomplish with forms, publications, or instructions? (Select all that apply.)	Download current year tax forms		Checkbox, one-up vertical	Y	Skip logic	Forms
			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
	BB	What was that other reason for visiting IRS.gov today?	Tools for tax professionals (e.g., e-services)		Radio button, one-up vertical	Y	Skip logic	Other Primary
			Free File information
			Tax Identification Number (EIN, PTIN, ITIN, etc.)	ID
			General tax information
			Penalties	P
			Credits and Deduction Information
			Amended tax return status or amend my previously filed return
			ID Theft
			Report a tax scam
			Other	CC
	CC	Please specify other reason for visiting:			Text field, <100 char	N	Skip logic	OE_Other Primary
	P	What were you trying to accomplish with penalties? (Select all that apply.)	Learn about penalties for individual taxpayers		Checkbox, one-up vertical	Y	Skip logic	Penalties
			Learn about penalties for small businesses or corporations
			Learn how to avoid a penalty
			Learn how to compute a penalty
			Learn about penalty relief criteria
			Learn how to request penalty relief
			Learn how to appeal a rejected request for penalty relief
			Learn about IRA additional tax penalties
			See what penalties I owe and/or the amounts due
			Make a payment
			Other
	ID	What type of identification number did you want to request or find more information about?	Employer Identification Number (EIN)		Radio button, one-up vertical	Y	Skip logic	ID Number
			Preparer Tax Identification Number (PTIN)
			Electronic Filing Identification Number (EFIN)
			Individual Tax Identification Number (ITIN)
			FATCA Identification Number (FIN) or FATCA Entity ID
			Identity Protection Personal Identification Number (IP PIN)
			Other
		I was able to complete the task(s) or find all the information I needed	Strongly Agree		Radio button, one-up vertical	Y		Quality
			Agree
			Neutral
			Disagree
			Strongly Disagree
		It was easy to complete what I needed to do	Strongly Agree		Radio button, one-up vertical	Y		Ease
			Agree
			Neutral
			Disagree
			Strongly Disagree
		It took a reasonable amount of time to do what I needed to do	Strongly Agree		Radio button, one-up vertical	Y		Efficiency
			Agree
			Neutral
			Disagree
			Strongly Disagree
		This interaction increased my confidence in the IRS	Strongly Agree		Radio button, one-up vertical	Y		Confidence
			Agree
			Neutral
			Disagree
			Strongly Disagree
		Were you successfully able to log in to (or register for) any IRS application today?	I did not have to log in or validate my credentials		Radio button, one-up vertical	N	Skip logic	Log In
			I successfully logged in/validated
			I was unable to log in/validate	DD
	DD	What prevented you from validating yourself into an IRS application today? (Please don't provide any personal information in your response.)			Text area, no character limit	N	Skip logic	Prevented Log in
		How was your search experience today? (Select all that apply.)	I did not use the IRS search feature		Checkbox, one-up vertical	N	Mutually exclusive	Search diff
			Search delivered the expected results
			Top recommendations were helpful
			Too many results returned
			No results returned
			Results irrelevant to search terms
			Unsure of search terms to use
			Other
		What difficulties did you encounter navigating the site? (Select all that apply.)	Navigation worked as expected		Checkbox, one-up vertical	N	Mutually exclusive	Navigation issues
			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
MHM6185Q001		How frequently do you visit IRS.gov?	This is my first time		Radio button, one-up vertical	N		Frequency
			Daily
			About once a week
			About once a month
			Every 6 months or less
			About once a year
		If you could change one thing about this website what would it be?			Text area, no character limit	N		Change one thing
		In general, I trust the IRS to fulfill our country's commitment to taxpayers	Strongly Agree		Checkbox, one-up vertical	N		Trust
			Agree
			Neutral
			Disagree
			Strongly Disagree
STE0105298	B	Please specify your individual taxpayer role.	Employee		Radio button, one-up vertical	Y	Skip logic	Individual taxpayer
			Self employed
			International taxpayer
			Parent
			Student
			Senior and/or retiree
			Other	C
STE0105299	C	Please specify other individual role:			Text field, <100 char	N	Skip logic	Other taxpayer
MHM6185Q004		Why did you visit IRS.gov today?	Amended tax return status or amend my previously filed return	G1,G3	Radio button, one-up vertical	Y	Skip logic	Reason
			EIN (Employer Identification Number)	W
			Tools for tax professionals (e.g., e-services)	W
			Filing a return	W			Randomize
			Free File information	F1
			Credits and deductions information	F1
			General tax information	F1
			Penalties	P1
			Received a notice/letter 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 transcript	D1,D3,D4,D7
			Other	A,F1			Anchor answer choice
MHM6185Q005	A	Please specify other reason for visiting:			Text area, no char limit	N	Skip logic	Other reason
MHM6185Q006	F1	Did you find the information you were looking for today?	Yes	F3	Radio button, one-up vertical	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?	Make an online payment	B5,B7	Radio button, one-up vertical	Y	Skip logic	Payments
			Seek information about payment options	B2,B9
			Set up an installment agreement or online payment agreement	B11,B7
			Look-up, modify, or cancel an existing payment or agreement	B7
			Other	B4
STE0105300	B2	Which most closely describes the information you were seeking today?	Options to pay online from your bank account		Checkbox, one-up vertical	Y	Skip logic	Payments Info Type
			How to pay online by debit or credit card
			How to pay via check
			How to pay via cash or money order
			Information about installment agreements or payment plans
			Your balance due
			Other	B3
MHM6185Q011	B3	Please specify other payment information you are seeking:			Text area, no char limit	N	Skip logic	Payments Other info type
MHM6185Q012	B4	Please specify what you tried to accomplish with regard to payments:			Text area, no char limit	N	Skip logic	Other payments
MHM6185Q013	B5	Which type of payment did you attempt?	Pay by Debit or Credit Card		Checkbox, one-up vertical	Y	Skip logic	Payment Type
			Electronic Federal Tax Payment System (EFTPS)
			IRS Direct Pay
			Other	B6
MHM6185Q014	B6	Please specify other payment type attempted:			Text area, no char limit	N	Skip logic	Payments Other type
STE0105301	B11	Which type of agreement did you set up or tried to set up?	Monthly payments by mail		Radio button, one-up vertical	Y	Skip logic	Payments Agreement type
			Monthly payment via direct debit
			Full pay within the next 4 months
			Full pay today
MHM6185Q015	B7	To what extent were you able to complete the task(s)?	I was able to complete all my task(s)		Radio button, one-up vertical	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	If not, what prevented you from accomplishing your payment task?			Text area, no char limit	N	Skip logic	Payments Prevented task
MHM6185Q017	B9	Were you able to find the information you were looking for?	Yes		Radio button, one-up vertical	Y	Skip logic	Payments Find info
			No	B10
MHM6185Q018	B10	If not, what prevented you from finding payment information?			Text area, no char limit	N	Skip logic	Payments No info found
MHM6185Q019	C1	What were you trying to accomplish with regard to your refund status?	Check status of refund	C3,C5,C7,C8	Radio button, one-up vertical	Y	Skip logic	Refund
			Research more information about refund	C9
			Review refund FAQs	C9
			Other	C2
MHM6185Q020	C2	Please specify what you tried 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		Radio button, one-up vertical	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 information you were looking for?	Yes		Radio button, one-up vertical	Y	Skip logic	Refund Find info
			No	C10
MHM6185Q028	C10	If not, what prevented you from finding refund status information?			Text area, no char limit	N	Skip logic	Refund No info found
STE0105302	G1	What were you trying to accomplish with regard to your amended return?	Check status of amended return		Radio button, one-up vertical	Y	Skip logic	Amended return
			Other	G2
STE0105311	G2	Please specify what you tried to accomplish with regard to amended return:			Text area, no char limit	N	Skip logic	Other amended return
STE0105310	G3	Were you able to find the information you were looking for?	Yes		Radio button, one-up vertical	Y	Skip logic	Amended return Find info
			No	G4
STE0105303	G4	If not, what prevented you from finding amended return information?			Text area, no char limit	N	Skip logic	Amended return No info found
MHM6185Q029	D1	What was your main reason for requesting a transcript today?	Higher education/student aid		Radio button, one-up vertical	Y	Skip logic	Transcript Reason
			Mortgage related
			Tax preparation
			Immigration
			FEMA/Disaster related
			State licensing
			Small business loan
			Housing assistance
			State or local tax issue
			Income verification
			Health care
			Other	D2
MHM6185Q030	D2	Please specify any 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?	Tax Account Transcript		Radio button, one-up vertical	Y	Skip logic	Transcript types
			Tax Return Transcript
			Record of Account (Account & Return Transcript)
			Wage & Income Transcript
			Verification of Non-Filing Letter
			Not sure
MHM6185Q032	D4	Did you have any difficulty requesting a transcript today?	Yes	D5	Radio button, one-up vertical	Y	Skip logic	Transcript Encounter difficulty
			No
MHM6185Q033	D5	What type of difficulty did you have when requesting a transcript today?	There were technical difficulties with the application	D6	Radio button, one-up vertical	Y	Skip logic	Transcript difficulties
			The information entered didn’t match IRS records	D6
			Received a registration error	D6
			Tax year needed wasn't available	D6
			Transcript type needed wasn't available	D6
			The system/application was down	D6
			Session expired too early	D6
			Other	D6
MHM6185Q034	D6	Please specify any other difficulties you had when requesting a transcript today or you may give more details about the type you chose above.			Text area, no char limit	N	Skip logic	Transcript Other difficulties
MHM6185Q035	D7	What could the IRS do to make the Get Transcript application better in the future?			Text area, no char limit	N	Skip logic	Improve transcript
RUS0172886	P1	What were you trying to accomplish with regard to penalties?	Learn about penalties for individual taxpayers	P2	Checkbox, one-up vertical	Y	Skip logic	Penalties
			Learn about penalties for small businesses or corporations	P2
			Learn about penalties for international issues	P2
			Learn about penalties for exempt organizations or employee plans	P2
			Learn how to avoid a penalty	P2
			Learn how to compute a penalty	P2
			Learn about penalty relief criteria	P2
			Learn how to request penalty relief	P2
			Learn how to appeal a rejected request for penalty relief	P2
			Learn about IRA additional tax penalties	P2
			Learn about an ACA (health insurance) related penalty	P2
			See what penalties I owe and/or the amounts due	P3
			Make a payment	P3
			Other	P1.1,P2
RUS0172904	P1.1	Please specify your "other" reason for searching penalties.			Text area, no char limit	Y	Skip logic	Penalties Other reason
RUS0172887	P2	Did you find all the penalties information you were looking for today?	Yes	P2.2,P2.3	Radio button, one-up vertical	Y	Skip logic	Penalties Find info
			No	P2.2,P2.3
RUS0172889	P2.2	Please describe any penalty information that you found to be unclear or needing further explanation.			Text area, no char limit	N	Skip logic	Unclear penalties
RUS0172905	P2.3	Please describe any difficulties you encountered looking for the penalties information you needed.			Text area, no char limit	N	Skip logic	Penalties difficulty
RUS0172888	P3	If you were trying to perform any penalty related tasks (view account information, make a payment, etc.), to what extent were you able to complete the task(s)?	I was able to complete all of my task(s)		Radio button, one-up vertical	Y	Skip logic	Penalties Accomplish task
			I was able to complete most of my task(s)	P3.1
			I was able to complete some of my task(s)	P3.1
			I was unable to complete any of my task(s)	P3.1
RUS0172890	P3.1	What prevented you from accomplishing your penalty related task(s)?			Text area, no char limit	N	Skip logic	Penalties Prevented task
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	E2
			Order tax forms
			e-file my forms
			Find examples of completed forms
			Other	E2
MHM6185Q037	E2	Please specify what you tried 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 the task(s)?	I was able to complete all my task(s)		Radio button, one-up vertical	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	If not, what prevented you from accomplishing your task?			Text area, no char limit	N	Skip logic	Prevented task
MHM6185Q040		How did you look for information on IRS.gov today?	IRS.gov website search	A,C	Checkbox, one-up vertical	Y	Skip logic	Method
			Advanced search	A,C
			Forms and publications area
			Site navigation	D
			Links on a page	D
			Internet search engine (Google, MSN Search, Yahoo! Search, etc.)
MHM6185Q041	A	How was your search experience today?	Search delivered the expected results		Checkbox, one-up vertical	Y	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	B
MHM6185Q042	B	Please specify other search experience:			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 IRS.gov?			Text area, no char limit	N	Skip logic	Search terms
MHM6185Q044	D	How easily were you able to navigate the website to find what you needed?	Navigation worked as expected		Checkbox, one-up vertical	Y	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	E
MHM6185Q045	E	Please specify other navigational experience:			Text area, no char limit	N	Skip logic	Other nav diff
MHM6185Q046		What could we do to make our website better?			Text area, no char limit	N		Improvement
MHM6185Q047		Which of the following devices would you consider using to visit IRS.gov?	Desktop or Laptop Computer		Checkbox, one-up vertical	Y		Access preference
			Mobile phone
			Tablet
			No preference

---

Sheet 4: CQs (9-15-17)

CUSTOM QUESTIONS			red & strike-through: DELETE
IRS v3			underlined & italicized: RE-ORDER
MID: MNctApFhltd0k9I0UoMFsA4C			pink: ADDITION
Date: 9/12/2017			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 IRS.gov?	This is my first time		Radio button, one-up vertical	Y		Frequency
			Daily
			About once a week
			About once a month
			Every 6 months or less
			About once a year
MHM6185Q002		Which best describes you for your visit to IRS.gov today?	An individual taxpayer	B	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	A
MHM6185Q003	A	Please specify what best describes you:			Text field, <100 char	N	Skip logic	Other role
STE0105298	B	Please specify your individual taxpayer role.	Employee		Radio button, one-up vertical	Y	Skip logic	Individual taxpayer
			Self employed
			International taxpayer
			Parent
			Student
			Senior and/or retiree
			Other	C
STE0105299	C	Please specify other individual role:			Text field, <100 char	N	Skip logic	Other taxpayer
MHM6185Q004		Why did you visit IRS.gov today?	Amended tax return status or amend my previously filed return	G1,G3	Radio button, one-up vertical	Y	Skip logic	Reason
			EIN (Employer Identification Number)	W
			Tools for tax professionals (e.g., e-services)	W
			Filing a return	W			Randomize
			Free File information	F1
			Credits and deductions information	F1
			General tax information	F1
			Penalties	P1
			Received a notice/letter 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 transcript	D1,D3,D4,D7
			Other	A,F1			Anchor answer choice
MHM6185Q005	A	Please specify other reason for visiting:			Text area, no char limit	N	Skip logic	Other reason
MHM6185Q006	F1	Did you find the information you were looking for today?	Yes	F3	Radio button, one-up vertical	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?	Make an online payment	B5,B7	Radio button, one-up vertical	Y	Skip logic	Payments
			Seek information about payment options	B2,B9
			Set up an installment agreement or online payment agreement	B11,B7
			Look-up, modify, or cancel an existing payment or agreement	B7
			Other	B4
STE0105300	B2	Which most closely describes the information you were seeking today?	Options to pay online from your bank account		Checkbox, one-up vertical	Y	Skip logic	Payments Info Type
			How to pay online by debit or credit card
			How to pay via check
			How to pay via cash or money order
			Information about installment agreements or payment plans
			Your balance due
			Other	B3
MHM6185Q011	B3	Please specify other payment information you are seeking:			Text area, no char limit	N	Skip logic	Payments Other info type
MHM6185Q012	B4	Please specify what you tried to accomplish with regard to payments:			Text area, no char limit	N	Skip logic	Other payments
MHM6185Q013	B5	Which type of payment did you attempt?	Pay by Debit or Credit Card		Checkbox, one-up vertical	Y	Skip logic	Payment Type
			Electronic Federal Tax Payment System (EFTPS)
			IRS Direct Pay
			Other	B6
MHM6185Q014	B6	Please specify other payment type attempted:			Text area, no char limit	N	Skip logic	Payments Other type
STE0105301	B11	Which type of agreement did you set up or tried to set up?	Monthly payments by mail		Radio button, one-up vertical	Y	Skip logic	Payments Agreement type
			Monthly payment via direct debit
			Full pay within the next 4 months
			Full pay today
MHM6185Q015	B7	To what extent were you able to complete the task(s)?	I was able to complete all my task(s)		Radio button, one-up vertical	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	If not, what prevented you from accomplishing your payment task?			Text area, no char limit	N	Skip logic	Payments Prevented task
MHM6185Q017	B9	Were you able to find the information you were looking for?	Yes		Radio button, one-up vertical	Y	Skip logic	Payments Find info
			No	B10
MHM6185Q018	B10	If not, what prevented you from finding payment information?			Text area, no char limit	N	Skip logic	Payments No info found
MHM6185Q019	C1	What were you trying to accomplish with regard to your refund status?	Check status of refund	C3,C5,C7,C8	Radio button, one-up vertical	Y	Skip logic	Refund
			Research more information about refund	C9
			Review refund FAQs	C9
			Other	C2
MHM6185Q020	C2	Please specify what you tried 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		Radio button, one-up vertical	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 information you were looking for?	Yes		Radio button, one-up vertical	Y	Skip logic	Refund Find info
			No	C10
MHM6185Q028	C10	If not, what prevented you from finding refund status information?			Text area, no char limit	N	Skip logic	Refund No info found
STE0105302	G1	What were you trying to accomplish with regard to your amended return?	Check status of amended return		Radio button, one-up vertical	Y	Skip logic	Amended return
			Other	G2
STE0105311	G2	Please specify what you tried to accomplish with regard to amended return:			Text area, no char limit	N	Skip logic	Other amended return
STE0105310	G3	Were you able to find the information you were looking for?	Yes		Radio button, one-up vertical	Y	Skip logic	Amended return Find info
			No	G4
STE0105303	G4	If not, what prevented you from finding amended return information?			Text area, no char limit	N	Skip logic	Amended return No info found
MHM6185Q029	D1	What was your main reason for requesting a transcript today?	Higher education/student aid		Radio button, one-up vertical	Y	Skip logic	Transcript Reason
			Mortgage related
			Tax preparation
			Immigration
			FEMA/Disaster related
			State licensing
			Small business loan
			Housing assistance
			State or local tax issue
			Income verification
			Health care
			Other	D2
MHM6185Q030	D2	Please specify any 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?	Tax Account Transcript		Radio button, one-up vertical	Y	Skip logic	Transcript types
			Tax Return Transcript
			Record of Account (Account & Return Transcript)
			Wage & Income Transcript
			Verification of Non-Filing Letter
			Not sure
MHM6185Q032	D4	Did you have any difficulty requesting a transcript today?	Yes	D5	Radio button, one-up vertical	Y	Skip logic	Transcript Encounter difficulty
			No
MHM6185Q033	D5	What type of difficulty did you have when requesting a transcript today?	There were technical difficulties with the application	D6	Radio button, one-up vertical	Y	Skip logic	Transcript difficulties
			The information entered didn’t match IRS records	D6
			Received a registration error	D6
			Tax year needed wasn't available	D6
			Transcript type needed wasn't available	D6
			The system/application was down	D6
			Session expired too early	D6
			Other	D6
MHM6185Q034	D6	Please specify any other difficulties you had when requesting a transcript today or you may give more details about the type you chose above.			Text area, no char limit	N	Skip logic	Transcript Other difficulties
MHM6185Q035	D7	What could the IRS do to make the Get Transcript application better in the future?			Text area, no char limit	N	Skip logic	Improve transcript
RUS0172886	P1	What were you trying to accomplish with regard to penalties?	Learn about penalties for individual taxpayers	P2	Checkbox, one-up vertical	Y	Skip logic	Penalties
			Learn about penalties for small businesses or corporations	P2
			Learn about penalties for international issues	P2
			Learn about penalties for exempt organizations or employee plans	P2
			Learn how to avoid a penalty	P2
			Learn how to compute a penalty	P2
			Learn about penalty relief criteria	P2
			Learn how to request penalty relief	P2
			Learn how to appeal a rejected request for penalty relief	P2
			Learn about IRA additional tax penalties	P2
			Learn about an ACA (health insurance) related penalty	P2
			See what penalties I owe and/or the amounts due	P3
			Make a payment	P3
			Other	P1.1,P2,P3
RUS0172904	P1.1	Please specify your "other" reason for searching penalties.			Text area, no char limit	Y	Skip logic	Penalties Other reason
RUS0172887	P2	Did you find all the penalties information you were looking for today?	Yes	P2.2,P2.3	Radio button, one-up vertical	Y	Skip logic	Penalties Find info
			No	P2.2,P2.3
RUS0172889	P2.2	Please describe any penalty information that you found to be unclear or needing further explanation.			Text area, no char limit	N	Skip logic	Unclear penalties
RUS0172905	P2.3	Please describe any difficulties you encountered looking for the penalties information you needed.			Text area, no char limit	N	Skip logic	Penalties difficulty
RUS0172888	P3	If you were trying to perform any penalty related tasks (view account information, make a payment, etc.), to what extent were you able to complete the task(s)?	I was able to complete all of my task(s)		Radio button, one-up vertical	Y	Skip logic	Penalties Accomplish task
			I was able to complete most of my task(s)	P3.1
			I was able to complete some of my task(s)	P3.1
			I was unable to complete any of my task(s)	P3.1
RUS0172890	P3.1	What prevented you from accomplishing your penalty related task(s)?			Text area, no char limit	N	Skip logic	Penalties Prevented task
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	E2
			Order tax forms
			e-file my forms
			Find examples of completed forms
			Other	E2
MHM6185Q037	E2	Please specify what you tried 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 the task(s)?	I was able to complete all my task(s)		Radio button, one-up vertical	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	If not, what prevented you from accomplishing your task?			Text area, no char limit	N	Skip logic	Prevented task
MHM6185Q040		How did you look for information on IRS.gov today?	IRS.gov website search	A,C	Checkbox, one-up vertical	Y	Skip logic	Method
			Advanced search	A,C
			Forms and publications area
			Site navigation	D
			Links on a page	D
			Internet search engine (Google, MSN Search, Yahoo! Search, etc.)
MHM6185Q041	A	How was your search experience today?	Search delivered the expected results		Checkbox, one-up vertical	Y	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	B
MHM6185Q042	B	Please specify other search experience:			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 IRS.gov?			Text area, no char limit	N	Skip logic	Search terms
MHM6185Q044	D	How easily were you able to navigate the website to find what you needed?	Navigation worked as expected		Checkbox, one-up vertical	Y	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	E
MHM6185Q045	E	Please specify other navigational experience:			Text area, no char limit	N	Skip logic	Other nav diff
MHM6185Q046		What could we do to make our website better?			Text area, no char limit	N		Improvement
MHM6185Q047		Which of the following devices would you consider using to visit IRS.gov?	Desktop or Laptop Computer		Checkbox, one-up vertical	Y		Access preference
			Mobile phone
			Tablet
			No preference

---

Sheet 5: CUSTOM Qsts (9-14-17)

CUSTOM QUESTIONS			red & strike-through: DELETE
IRS v3			underlined & italicized: RE-ORDER
MID: MNctApFhltd0k9I0UoMFsA4C			pink: ADDITION
Date: 9/12/2017			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 IRS.gov?	This is my first time		Radio button, one-up vertical	Y		Frequency
			Daily
			About once a week
			About once a month
			Every 6 months or less
			About once a year
MHM6185Q002		Which best describes you for your visit to IRS.gov today?	An individual taxpayer	B	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	A
MHM6185Q003	A	Please specify what best describes you:			Text field, <100 char	N	Skip logic	Other role
STE0105298	B	Please specify your individual taxpayer role.	Employee		Radio button, one-up vertical	Y	Skip logic	Individual taxpayer
			Self employed
			International taxpayer
			Parent
			Student
			Senior and/or retiree
			Other	C
STE0105299	C	Please specify other individual role:			Text field, <100 char	N	Skip logic	Other taxpayer
MHM6185Q004		Why did you visit IRS.gov today?	Amended tax return status or amend my previously filed return	G1,G3	Radio button, one-up vertical	Y	Skip logic	Reason
			EIN (Employer Identification Number)	W
			Tools for tax professionals (e.g., e-services)	W
			Filing a return	W			Randomize
			Free File information	F1
			Credits and deductions information	F1
			General tax information	F1
			Penalties	P1
			Received a notice/letter 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 transcript	D1,D3,D4,D7
			Other	A,F1			Anchor answer choice
MHM6185Q005	A	Please specify other reason for visiting:			Text area, no char limit	N	Skip logic	Other reason
MHM6185Q006	F1	Did you find the information you were looking for today?	Yes	F3	Radio button, one-up vertical	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?	Make an online payment	B5,B7	Radio button, one-up vertical	Y	Skip logic	Payments
			Seek information about payment options	B2,B9
			Set up an installment agreement or online payment agreement	B11,B7
			Look-up, modify, or cancel an existing payment or agreement	B7
			Other	B4
STE0105300	B2	Which most closely describes the information you were seeking today?	Options to pay online from your bank account		Checkbox, one-up vertical	Y	Skip logic	Payments Info Type
			How to pay online by debit or credit card
			How to pay via check
			How to pay via cash or money order
			Information about installment agreements or payment plans
			Your balance due
			Other	B3
MHM6185Q011	B3	Please specify other payment information you are seeking:			Text area, no char limit	N	Skip logic	Payments Other info type
MHM6185Q012	B4	Please specify what you tried to accomplish with regard to payments:			Text area, no char limit	N	Skip logic	Other payments
MHM6185Q013	B5	Which type of payment did you attempt?	Pay by Debit or Credit Card		Checkbox, one-up vertical	Y	Skip logic	Payment Type
			Electronic Federal Tax Payment System (EFTPS)
			IRS Direct Pay
			Other	B6
MHM6185Q014	B6	Please specify other payment type attempted:			Text area, no char limit	N	Skip logic	Payments Other type
STE0105301	B11	Which type of agreement did you set up or tried to set up?	Monthly payments by mail		Radio button, one-up vertical	Y	Skip logic	Payments Agreement type
			Monthly payment via direct debit
			Full pay within the next 4 months
			Full pay today
MHM6185Q015	B7	To what extent were you able to complete the task(s)?	I was able to complete all my task(s)		Radio button, one-up vertical	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	If not, what prevented you from accomplishing your payment task?			Text area, no char limit	N	Skip logic	Payments Prevented task
MHM6185Q017	B9	Were you able to find the information you were looking for?	Yes		Radio button, one-up vertical	Y	Skip logic	Payments Find info
			No	B10
MHM6185Q018	B10	If not, what prevented you from finding payment information?			Text area, no char limit	N	Skip logic	Payments No info found
MHM6185Q019	C1	What were you trying to accomplish with regard to your refund status?	Check status of refund	C3,C5,C7,C8	Radio button, one-up vertical	Y	Skip logic	Refund
			Research more information about refund	C9
			Review refund FAQs	C9
			Other	C2
MHM6185Q020	C2	Please specify what you tried 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		Radio button, one-up vertical	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 information you were looking for?	Yes		Radio button, one-up vertical	Y	Skip logic	Refund Find info
			No	C10
MHM6185Q028	C10	If not, what prevented you from finding refund status information?			Text area, no char limit	N	Skip logic	Refund No info found
STE0105302	G1	What were you trying to accomplish with regard to your amended return?	Check status of amended return		Radio button, one-up vertical	Y	Skip logic	Amended return
			Other	G2
STE0105311	G2	Please specify what you tried to accomplish with regard to amended return:			Text area, no char limit	N	Skip logic	Other amended return
STE0105310	G3	Were you able to find the information you were looking for?	Yes		Radio button, one-up vertical	Y	Skip logic	Amended return Find info
			No	G4
STE0105303	G4	If not, what prevented you from finding amended return information?			Text area, no char limit	N	Skip logic	Amended return No info found
MHM6185Q029	D1	What was your main reason for requesting a transcript today?	Higher education/student aid		Radio button, one-up vertical	Y	Skip logic	Transcript Reason
			Mortgage related
			Tax preparation
			Immigration
			FEMA/Disaster related
			State licensing
			Small business loan
			Housing assistance
			State or local tax issue
			Income verification
			Health care
			Other	D2
MHM6185Q030	D2	Please specify any 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?	Tax Account Transcript		Radio button, one-up vertical	Y	Skip logic	Transcript types
			Tax Return Transcript
			Record of Account (Account & Return Transcript)
			Wage & Income Transcript
			Verification of Non-Filing Letter
			Not sure
MHM6185Q032	D4	Did you have any difficulty requesting a transcript today?	Yes	D5	Radio button, one-up vertical	Y	Skip logic	Transcript Encounter difficulty
			No
MHM6185Q033	D5	What type of difficulty did you have when requesting a transcript today?	There were technical difficulties with the application	D6	Radio button, one-up vertical	Y	Skip logic	Transcript difficulties
			The information entered didn’t match IRS records	D6
			Received a registration error	D6
			Tax year needed wasn't available	D6
			Transcript type needed wasn't available	D6
			The system/application was down	D6
			Session expired too early	D6
			Other	D6
MHM6185Q034	D6	Please specify any other difficulties you had when requesting a transcript today or you may give more details about the type you chose above.			Text area, no char limit	N	Skip logic	Transcript Other difficulties
MHM6185Q035	D7	What could the IRS do to make the Get Transcript application better in the future?			Text area, no char limit	N	Skip logic	Improve transcript
RUS0172886	P1	What were you trying to accomplish with regard to penalties?	Learn about penalties for individual taxpayers	P2	Checkbox, one-up vertical	Y	Skip logic	Penalties
			Learn about penalties for small businesses or corporations	P2
			Learn about penalties for international issues	P2
			Learn about penalties for exempt organizations or employee plans	P2
			Learn how to avoid a penalty	P2
			Learn how to compute a penalty	P2
			Learn about penalty relief criteria	P2
			Learn how to request penalty relief	P2
			Learn how to appeal a rejected request for penalty relief	P2
			Learn about IRA additional tax penalties	P2
			Learn about an ACA (health insurance) related penalty	P2
			See what penalties I owe and/or the amounts due	P3
			Make a payment	P3
			Other	P1.1,P2,P3
RUS0172904	P1.1	Please specify your "other" reason for searching penalties.			Text area, no char limit	N	Skip logic	Penalties Other reason
RUS0172887	P2	Did you find all the penalties information you were looking for today?	Yes	P2.2,P2.3	Radio button, one-up vertical	Y	Skip logic	Penalties Find info
			No	P2.2,P2.3
			Some	P2.2,P2.3
RUS0172889	P2.2	Please describe any penalty information that you found to be unclear or needing further explanation.			Text area, no char limit	N	Skip logic	Unclear penalties
RUS0172905	P2.3	Please describe any difficulties you encountered looking for the penalties information you needed.			Text area, no char limit	N	Skip logic	Penalties difficulty
RUS0172888	P3	If you were trying to perform any penalty related tasks (view account information, make a payment, etc.), to what extent were you able to complete the task(s)?	I was able to complete all of my task(s)		Radio button, one-up vertical	Y	Skip logic	Penalties Accomplish task
			I was able to complete most of my task(s)	P3.1
			I was able to complete some of my task(s)	P3.1
			I was unable to complete any of my task(s)	P3.1
RUS0172890	P3.1	What prevented you from accomplishing your penalty related task(s)?			Text area, no char limit	N	Skip logic	Penalties Prevented task
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	E2
			Order tax forms
			e-file my forms
			Find examples of completed forms
			Other	E2
MHM6185Q037	E2	Please specify what you tried 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 the task(s)?	I was able to complete all my task(s)		Radio button, one-up vertical	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	If not, what prevented you from accomplishing your task?			Text area, no char limit	N	Skip logic	Prevented task
MHM6185Q040		How did you look for information on IRS.gov today?	IRS.gov website search	A,C	Checkbox, one-up vertical	Y	Skip logic	Method
			Advanced search	A,C
			Forms and publications area
			Site navigation	D
			Links on a page	D
			Internet search engine (Google, MSN Search, Yahoo! Search, etc.)
MHM6185Q041	A	How was your search experience today?	Search delivered the expected results		Checkbox, one-up vertical	Y	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	B
MHM6185Q042	B	Please specify other search experience:			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 IRS.gov?			Text area, no char limit	N	Skip logic	Search terms
MHM6185Q044	D	How easily were you able to navigate the website to find what you needed?	Navigation worked as expected		Checkbox, one-up vertical	Y	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	E
MHM6185Q045	E	Please specify other navigational experience:			Text area, no char limit	N	Skip logic	Other nav diff
MHM6185Q046		What could we do to make our website better?			Text area, no char limit	N		Improvement
MHM6185Q047		Which of the following devices would you consider using to visit IRS.gov?	Desktop or Laptop Computer		Checkbox, one-up vertical	Y		Access preference
			Mobile phone
			Tablet
			No preference

---

Sheet 6: CUSTOM Qsts (7-10-17)

CUSTOM QUESTIONS			red & strike-through: DELETE
IRS v3			underlined & italicized: RE-ORDER
MID: MNctApFhltd0k9I0UoMFsA4C			pink: ADDITION
Date: 7/10/2017			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 IRS.gov?	This is my first time		Radio button, one-up vertical	Y		Frequency
			Daily
			About once a week
			About once a month
			Every 6 months or less
			About once a year
MHM6185Q002		Which best describes you for your visit to IRS.gov today?	An individual taxpayer	B	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	A
MHM6185Q003	A	Please specify what best describes you:			Text field, <100 char	N	Skip logic	Other role
STE0105298	B	Please specify your individual taxpayer role.	Employee		Radio button, one-up vertical	Y	Skip logic	Individual taxpayer
			Self employed
			International taxpayer
			Parent
			Student
			Senior and/or retiree
			Other	C
STE0105299	C	Please specify other individual role:			Text field, <100 char	N	Skip logic	Other taxpayer
MHM6185Q004		Why did you visit IRS.gov today?	Amended tax return status or amend my previously filed return	G1,G3	Radio button, one-up vertical	Y	Skip logic	Reason
			EIN (Employer Identification Number)	W
			Tools for tax professionals (e.g., e-services)	W
			Filing a return	W			Randomize
			Free File information	F1
			Credits and deductions information	F1
			General tax information	F1
			Penalties	F1,P1
			Received a notice/letter 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 transcript	D1,D3,D4,D7
			Other	A,F1			Anchor answer choice
MHM6185Q005	A	Please specify other reason for visiting:			Text area, no char limit	N	Skip logic	Other reason
MHM6185Q006	F1	Did you find the information you were looking for today?	Yes	F3	Radio button, one-up vertical	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?	Make an online payment	B5,B7	Radio button, one-up vertical	Y	Skip logic	Payments
			Seek information about payment options	B2,B9
			Set up an installment agreement or online payment agreement	B11,B7
			Look-up, modify, or cancel an existing payment or agreement	B7
			Other	B4
STE0105300	B2	Which most closely describes the information you were seeking today?	Options to pay online from your bank account		Checkbox, one-up vertical	Y	Skip logic	Payments Info Type
			How to pay online by debit or credit card
			How to pay via check
			How to pay via cash or money order
			Information about installment agreements or payment plans
			Your balance due
			Other	B3
MHM6185Q011	B3	Please specify other payment information you are seeking:			Text area, no char limit	N	Skip logic	Payments Other info type
MHM6185Q012	B4	Please specify what you tried to accomplish with regard to payments:			Text area, no char limit	N	Skip logic	Other payments
MHM6185Q013	B5	Which type of payment did you attempt?	Pay by Debit or Credit Card		Checkbox, one-up vertical	Y	Skip logic	Payment Type
			Electronic Federal Tax Payment System (EFTPS)
			IRS Direct Pay
			Other	B6
MHM6185Q014	B6	Please specify other payment type attempted:			Text area, no char limit	N	Skip logic	Payments Other type
STE0105301	B11	Which type of agreement did you set up or tried to set up?	Monthly payments by mail		Radio button, one-up vertical	Y	Skip logic	Payments Agreement type
			Monthly payment via direct debit
			Full pay within the next 4 months
			Full pay today
MHM6185Q015	B7	To what extent were you able to complete the task(s)?	I was able to complete all my task(s)		Radio button, one-up vertical	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	If not, what prevented you from accomplishing your payment task?			Text area, no char limit	N	Skip logic	Payments Prevented task
MHM6185Q017	B9	Were you able to find the information you were looking for?	Yes		Radio button, one-up vertical	Y	Skip logic	Payments Find info
			No	B10
MHM6185Q018	B10	If not, what prevented you from finding payment information?			Text area, no char limit	N	Skip logic	Payments No info found
MHM6185Q019	C1	What were you trying to accomplish with regard to your refund status?	Check status of refund	C3,C5,C7,C8	Radio button, one-up vertical	Y	Skip logic	Refund
			Research more information about refund	C9
			Review refund FAQs	C9
			Other	C2
MHM6185Q020	C2	Please specify what you tried 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		Radio button, one-up vertical	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 information you were looking for?	Yes		Radio button, one-up vertical	Y	Skip logic	Refund Find info
			No	C10
MHM6185Q028	C10	If not, what prevented you from finding refund status information?			Text area, no char limit	N	Skip logic	Refund No info found
STE0105302	G1	What were you trying to accomplish with regard to your amended return?	Check status of amended return		Radio button, one-up vertical	Y	Skip logic	Amended return
			Other	G2
STE0105311	G2	Please specify what you tried to accomplish with regard to amended return:			Text area, no char limit	N	Skip logic	Other amended return
STE0105310	G3	Were you able to find the information you were looking for?	Yes		Radio button, one-up vertical	Y	Skip logic	Amended return Find info
			No	G4
STE0105303	G4	If not, what prevented you from finding amended return information?			Text area, no char limit	N	Skip logic	Amended return No info found
MHM6185Q029	D1	What was your main reason for requesting a transcript today?	Higher education/student aid		Radio button, one-up vertical	Y	Skip logic	Transcript Reason
			Mortgage related
			Tax preparation
			Immigration
			FEMA/Disaster related
			State licensing
			Small business loan
			Housing assistance
			State or local tax issue
			Income verification
			Health care
			Other	D2
MHM6185Q030	D2	Please specify any 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?	Tax Account Transcript		Radio button, one-up vertical	Y	Skip logic	Transcript types
			Tax Return Transcript
			Record of Account (Account & Return Transcript)
			Wage & Income Transcript
			Verification of Non-Filing Letter
			Not sure
MHM6185Q032	D4	Did you have any difficulty requesting a transcript today?	Yes	D5	Radio button, one-up vertical	Y	Skip logic	Transcript Encounter difficulty
			No
MHM6185Q033	D5	What type of difficulty did you have when requesting a transcript today?	There were technical difficulties with the application	D6	Radio button, one-up vertical	Y	Skip logic	Transcript difficulties
			The information entered didn’t match IRS records	D6
			Received a registration error	D6
			Tax year needed wasn't available	D6
			Transcript type needed wasn't available	D6
			The system/application was down	D6
			Session expired too early	D6
			Other	D6
MHM6185Q034	D6	Please specify any other difficulties you had when requesting a transcript today or you may give more details about the type you chose above.			Text area, no char limit	N	Skip logic	Transcript Other difficulties
MHM6185Q035	D7	What could the IRS do to make the Get Transcript application better in the future?			Text area, no char limit	N	Skip logic	Improve transcript
	P1	What were you trying to accomplish with regard to penalties?	Learn about penalties for individual taxpayers	P2	Checkbox, one-up vertical	Y	Skip logic	Penalties
			Learn about penalties for small businesses or corporations	P2
			Learn about penalties for international issues	P2
			Learn about penalties for exempt organizations or employee plans	P2
			Learn how to avoid a penalty	P2
			Learn how to compute a penalty	P2
			Learn about penalty relief criteria	P2
			Learn how to request penalty relief	P2
			Learn how to appeal a rejected request for penalty relief	P2
			Learn about IRA additional tax penalties	P2
			Learn about an ACA related penalty	P2
			See what penalties I owe and/or the amounts due	P3
			Make a payment	P3
			Other	P1.1,P2,P3
	P1.1	Please specify your "other" reason for searching penalties.			Text area, no char limit	N	Skip logic	Penalties Other reason
	P2	Did you find the penalties information you were looking for today?	Yes	P2.2,P2.3	Radio button, one-up vertical	Y	Skip logic	Penalties Find info
			No	P2.2,P2.3
			Some	P2.2,P2.3
	P2.2	Please describe any penalty information that you found to be unclear or needing further explanation.			Text area, no char limit	N	Skip logic	Unclear penalties
	P2.3	Please describe any difficulties you encountered looking for the penalties information you needed.			Text area, no char limit	N	Skip logic	Penalties difficulty
	P3	If you were trying to perform any penalty related tasks (view account information, make a payment, etc.), to what extent were you able to complete the task(s)?	I was able to complete all of my task(s)		Radio button, one-up vertical	Y	Skip logic	Penalties Accomplish task
			I was able to complete most of my task(s)	P3.1
			I was able to complete some of my task(s)	P3.1
			I was unable to complete any of my task(s)	P3.1
	P3.1	What prevented you from accomplishing your penalty related task(s)?			Text area, no char limit	N	Skip logic	Penalties Prevented task
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	E2
			Order tax forms
			e-file my forms
			Find examples of completed forms
			Other	E2
MHM6185Q037	E2	Please specify what you tried 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 the task(s)?	I was able to complete all my task(s)		Radio button, one-up vertical	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	If not, what prevented you from accomplishing your task?			Text area, no char limit	N	Skip logic	Prevented task
MHM6185Q040		How did you look for information on IRS.gov today?	IRS.gov website search	A,C	Checkbox, one-up vertical	Y	Skip logic	Method
			Advanced search	A,C
			Forms and publications area
			Site navigation	D
			Links on a page	D
			Internet search engine (Google, MSN Search, Yahoo! Search, etc.)
MHM6185Q041	A	How was your search experience today?	Search delivered the expected results		Checkbox, one-up vertical	Y	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	B
MHM6185Q042	B	Please specify other search experience:			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 IRS.gov?			Text area, no char limit	N	Skip logic	Search terms
MHM6185Q044	D	How easily were you able to navigate the website to find what you needed?	Navigation worked as expected		Checkbox, one-up vertical	Y	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	E
MHM6185Q045	E	Please specify other navigational experience:			Text area, no char limit	N	Skip logic	Other nav diff
MHM6185Q046		What could we do to make our website better?			Text area, no char limit	N		Improvement
MHM6185Q047		Which of the following devices would you consider using to visit IRS.gov?	Desktop or Laptop Computer		Checkbox, one-up vertical	Y		Access preference
			Mobile phone
			Tablet
			No preference

---

Sheet 7: CQs (6-30-16)

CUSTOM QUESTIONS			red & strike-through: DELETE
IRS v3			underlined & italicized: RE-ORDER
MID: MNctApFhltd0k9I0UoMFsA4C			pink: ADDITION
Date: 6/28/2016			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 IRS.gov?	This is my first time		Radio button, one-up vertical	Y		Frequency
			Daily
			About once a week
			About once a month
			Every 6 months or less
			About once a year
MHM6185Q002		Which best describes you for your visit to IRS.gov today?	An individual taxpayer	B	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	A
MHM6185Q003	A	Please specify what best describes you:			Text field, <100 char	N	Skip logic	Other role
STE0105298	B	Please specify your individual taxpayer role.	Employee		Radio button, one-up vertical	Y	Skip logic	Individual taxpayer
			Self employed
			International taxpayer
			Parent
			Student
			Senior and/or retiree
			Other	C
STE0105299	C	Please specify other individual role:			Text field, <100 char	N	Skip logic	Other taxpayer
MHM6185Q004		Why did you visit IRS.gov today?	Amended tax return status or amend my previously filed return	G1,G3	Radio button, one-up vertical	Y	Skip logic	Reason
			EIN (Employer Identification Number)	W
			Tools for tax professionals (e.g., e-services)	W
			Filing a return	W			Randomize
			Free File information	F1
			Credits and deductions information	F1
			General tax information	F1
			Penalties	F1
			Received a notice/letter 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 transcript	D1,D3,D4,D7
			Other	A,F1			Anchor answer choice
MHM6185Q005	A	Please specify other reason for visiting:			Text area, no char limit	N	Skip logic	Other reason
MHM6185Q006	F1	Did you find the information you were looking for today?	Yes	F3	Radio button, one-up vertical	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?	Make an online payment	B5,B7	Radio button, one-up vertical	Y	Skip logic	Payments
			Seek information about payment options	B2,B9
			Set up an installment agreement or online payment agreement	B11,B7
			Look-up, modify, or cancel an existing payment or agreement	B7
			Other	B4
STE0105300	B2	Which most closely describes the information you were seeking today?	Options to pay online from your bank account		Checkbox, one-up vertical	Y	Skip logic	Payments Info Type
			How to pay online by debit or credit card
			How to pay via check
			How to pay via cash or money order
			Information about installment agreements or payment plans
			Your balance due
			Other	B3
MHM6185Q011	B3	Please specify other payment information you are seeking:			Text area, no char limit	N	Skip logic	Payments Other info type
MHM6185Q012	B4	Please specify what you tried to accomplish with regard to payments:			Text area, no char limit	N	Skip logic	Other payments
MHM6185Q013	B5	Which type of payment did you attempt?	Pay by Debit or Credit Card		Checkbox, one-up vertical	Y	Skip logic	Payment Type
			Electronic Federal Tax Payment System (EFTPS)
			IRS Direct Pay
			Other	B6
MHM6185Q014	B6	Please specify other payment type attempted:			Text area, no char limit	N	Skip logic	Payments Other type
STE0105301	B11	Which type of agreement did you set up or tried to set up?	Monthly payments by mail		Radio button, one-up vertical	Y	Skip logic	Payments Agreement type
			Monthly payment via direct debit
			Full pay within the next 4 months
			Full pay today
MHM6185Q015	B7	To what extent were you able to complete the task(s)?	I was able to complete all my task(s)		Radio button, one-up vertical	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	If not, what prevented you from accomplishing your payment task?			Text area, no char limit	N	Skip logic	Payments Prevented task
MHM6185Q017	B9	Were you able to find the information you were looking for?	Yes		Radio button, one-up vertical	Y	Skip logic	Payments Find info
			No	B10
MHM6185Q018	B10	If not, what prevented you from finding payment information?			Text area, no char limit	N	Skip logic	Payments No info found
MHM6185Q019	C1	What were you trying to accomplish with regard to your refund status?	Check status of refund	C3,C5,C7,C8	Radio button, one-up vertical	Y	Skip logic	Refund
			Research more information about refund	C9
			Review refund FAQs	C9
			Other	C2
MHM6185Q020	C2	Please specify what you tried 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		Radio button, one-up vertical	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 information you were looking for?	Yes		Radio button, one-up vertical	Y	Skip logic	Refund Find info
			No	C10
MHM6185Q028	C10	If not, what prevented you from finding refund status information?			Text area, no char limit	N	Skip logic	Refund No info found
STE0105302	G1	What were you trying to accomplish with regard to your amended return?	Check status of amended return		Radio button, one-up vertical	Y	Skip logic	Amended return
			Other	G2
STE0105311	G2	Please specify what you tried to accomplish with regard to amended return:			Text area, no char limit	N	Skip logic	Other amended return
STE0105310	G3	Were you able to find the information you were looking for?	Yes		Radio button, one-up vertical	Y	Skip logic	Amended return Find info
			No	G4
STE0105303	G4	If not, what prevented you from finding amended return information?			Text area, no char limit	N	Skip logic	Amended return No info found
MHM6185Q029	D1	What was your main reason for requesting a transcript today?	Higher education/student aid		Radio button, one-up vertical	Y	Skip logic	Transcript Reason
			Mortgage related
			Tax preparation
			Immigration
			FEMA/Disaster related
			State licensing
			Small business loan
			Housing assistance
			State or local tax issue
			Income verification
			Health care
			Other	D2
MHM6185Q030	D2	Please specify any 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?	Tax Account Transcript		Radio button, one-up vertical	Y	Skip logic	Transcript types
			Tax Return Transcript
			Record of Account (Account & Return Transcript)
			Wage & Income Transcript
			Verification of Non-Filing Letter
			Not sure
MHM6185Q032	D4	Did you have any difficulty requesting a transcript today?	Yes	D5	Radio button, one-up vertical	Y	Skip logic	Transcript Encounter difficulty
			No
MHM6185Q033	D5	What type of difficulty did you have when requesting a transcript today?	There were technical difficulties with the application	D6	Radio button, one-up vertical	Y	Skip logic	Transcript difficulties
			The information entered didn’t match IRS records	D6
			Received a registration error	D6
			Tax year needed wasn't available	D6
			Transcript type needed wasn't available	D6
			The system/application was down	D6
			Session expired too early	D6
			Other	D6
MHM6185Q034	D6	Please specify any other difficulties you had when requesting a transcript today or you may give more details about the type you chose above.			Text area, no char limit	N	Skip logic	Transcript Other difficulties
MHM6185Q035	D7	What could the IRS do to make the Get Transcript application 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	E2
			Order tax forms
			e-file my forms
			Find examples of completed forms
			Other	E2
MHM6185Q037	E2	Please specify what you tried 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 the task(s)?	I was able to complete all my task(s)		Radio button, one-up vertical	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	If not, what prevented you from accomplishing your task?			Text area, no char limit	N	Skip logic	Prevented task
MHM6185Q040		How did you look for information on IRS.gov today?	IRS.gov website search	A,C	Checkbox, one-up vertical	Y	Skip logic	Method
			Advanced search	A,C
			Forms and publications area
			Site navigation	D
			Links on a page	D
			Internet search engine (Google, MSN Search, Yahoo! Search, etc.)
MHM6185Q041	A	How was your search experience today?	Search delivered the expected results		Checkbox, one-up vertical	Y	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	B
MHM6185Q042	B	Please specify other search experience:			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 IRS.gov?			Text area, no char limit	N	Skip logic	Search terms
MHM6185Q044	D	How easily were you able to navigate the website to find what you needed?	Navigation worked as expected		Checkbox, one-up vertical	Y	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	E
MHM6185Q045	E	Please specify other navigational experience:			Text area, no char limit	N	Skip logic	Other nav diff
MHM6185Q046		What could we do to make our website better?			Text area, no char limit	N		Improvement
MHM6185Q047		Which of the following devices would you consider using to visit IRS.gov?	Desktop or Laptop Computer		Checkbox, one-up vertical	Y		Access preference
			Mobile phone
			Tablet
			No preference