30689 Q_IRS Mobile 30689 Q_IRS Mobile V5_12062021_DOT (1)

E-Government Website Customer Satisfaction Surveys

30689 Q_IRS Mobile V5_12062021_DOT (1).xlsx

OMB: 1090-0008

Document [xlsx]
Download: xlsx | pdf

Overview

Welcome and Thank You Text
Model Questions
Custom Questions
CQs (10-01-2021)
Attributes


Sheet 1: Welcome and Thank You Text


The text you see here will appear at the top and bottom of your survey, examples below.



Default text is included and you may modify this text as needed.










Welcome and Thank You Text









Welcome Text
Welcome Text - Tablet / Phone






Thank you for visiting. You've been randomly chosen to take part in a brief survey to let us know what we're doing well and where we can improve.

Please take a few minutes to share your opinions, which are essential in helping us provide the best online experience possible.

Thank you for visiting. You've been selected to participate in a brief survey to let us know how we can improve your experience. Please take a minute to share your opinions.




































Thank You Text
Thank You Text - Tablet / Phone






Thank you for taking our survey - and for helping us serve you better.

Please note you will not receive a response from us based on your survey comments. If you would like us to contact you about your feedback, please visit the Contact Us section of our website.

Thank you for taking our survey - and for helping us serve you better.
We appreciate your input!





































Example Desktop
Example Mobile











































































































































































Sheet 2: Model Questions

Model Name
IRS Mobile v5



Red & Strike-Through: Delete
Model ID
M5tYsVQZUoI4NdAVVtBEUw4C



Underlined & Italicized: Re-order
Partitioned
No



Pink: Addition
Date







Model Version
NA



Blue: Reword










Label Element Questions
Label Satisfaction Questions
Label Future Behaviors




























































































































































































































Sheet 3: Custom Questions

Model Name

IRS Mobile v5


Red & Strike-Through: Delete


Model ID

M5tYsVQZUoI4NdAVVtBEUw4C


Underlined & Italicized: Re-order

Partitioned

No


Pink: Addition

Date





Blue: Reword













QID AP Question Tag Skip From Question Text Answer Choices Skip To AP Answer Tag Required
Y/N
Type Special Instructions CQ Label
PAT0504952

Please rate your agreement with the following statements about your visit to IRS.gov today:
This interaction increased my trust in the IRS.
1=Strongly Disagree

Y Radio button, scale, no don't know
Trust




2









3









4









Strongly Agree=5





PAT0504953

I am satisfied with the service I received from IRS.gov. 1=Strongly Disagree

Y Radio button, scale, no don't know
Satisfaction




2









3









4









Strongly Agree=5





PAT0504954

My need was addressed. 1=Strongly Disagree 3.1
Y Radio button, scale, no don't know Skip Logic Group* Quality




2 3.1








3









4









Strongly Agree=5





SBD9358Q004
3.1 Why was your need not addressed?
Please do NOT provide any personal information (name, Social Security number, etc.) in your response.



N Text area, no char limit Skip Logic Group* OE_Need
PAT0504955

It was easy to complete what I needed to do. 1=Strongly Disagree

Y Radio button, scale, no don't know
Ease




2









3









4









Strongly Agree=5





PAT0504956

It took a reasonable amount of time to do what I needed to do. 1=Strongly Disagree

Y Radio button, scale, no don't know
Efficiency




2









3









4









Strongly Agree=5





SBD9358Q007

Who are you visiting IRS.gov today as? (Select all that apply.) Myself (individual) or on behalf of others (example: family member, spouse or client) 6.1
Y Checkbox, one-up vertical Skip Logic Group* Role




Business (example: corporation, partnership, small business or my employer)









Charity or non-profit organization (example: tax exempt entity or government entity)









Tax professional (example: accountant, attorney, bank trust officer, enrolled agent, tax consultant or tax preparer)









Other





SBD9358Q008
6.1 Which situation best describes who you’re helping? (Select all that apply.) Non-filer of a federal income tax return  

N Checkbox, one-up vertical Skip Logic Group* Situation




First-time federal income tax return filer









Employee earning a wage or salary (Standard 1040 Filer)









Retiree









Earns self-employment income









Someone who has employees









Foreign national living in the United States









US taxpayer living abroad









Parent acting on behalf of a child









Active duty member of the military









Estate administrator acting on behalf of a deceased person and/or their estate









Receives disability benefits





SBD9358Q009

What was your reason for visiting IRS.gov today? (Select all that apply.) Economic impact payment information

Y Checkbox, one-up vertical Skip Logic Group* Primary Reason




Refund status









Tax forms, publications, or instructions









Child tax credit payment information 7.2








Filing or filing information









Payments, payment plans or balance information 7.1








Tax records (tax transcript, account transcript, etc.)









Tools for tax professionals (e.g., e-services)









Free File information









Tax Identification Number (EIN, PTIN, ITIN, etc.)









Penalties









Credits and deduction information









Amended tax return status or information









Identity theft, fraud, or scams









General tax information









Seek contact information









Other





SBD9358Q010
7.1 Please indicate which specific payment tasks describe your visit today. (Select all that apply.) Make an online payment

N Checkbox, one-up vertical Skip Logic Group* Payment Tasks




Seek information about payment options









Set up an installment agreement or online payment agreement









Look-up, modify, or cancel an existing payment









Look-up, modify, or cancel an existing payment agreement









Check my account balance









View my payment history









Seek contact information









Other





SBD9358Q011
7.2 Please indicate which specific child tax credit payment tasks describe your visit today. (Select all that apply.) Check eligibility status

N Checkbox, one-up vertical Skip Logic Group* Child Tax Credit Tasks




View payment history









Update payment information









Update mailing address









Unenroll from payments









Re-enroll in payments









Find general information about the credit





SBD9358Q012

Prior to this visit, what contact have you had with the IRS about your main reason for visiting? (Select all that apply.) Have not been in contact with the IRS for this reason

Y Checkbox, one-up vertical
Prior Contact




Received a notice or letter from the IRS









Called the IRS and spoke to a customer service representative









Called the IRS and used the automated phone system to get information









Visited an IRS office (Taxpayer Assistance Center)









Used the IRS2Go Mobile App









Visited IRS.gov





SBD9358Q013

Were you able to log in to (or create an account for) any IRS online tool today? I did not have to log in or create an account

Y Radio button, one-up vertical
Log In




I successfully logged in or created an account









I was unable to log in or create an account





SBD9358Q014

What suggestions do you have to improve existing IRS.gov services?
Please do NOT provide any personal information (name, Social Security number, etc.) in your response.



N Text area, no char limit
OE_Improve

Sheet 4: CQs (10-01-2021)

Model Name

IRS Mobile v5


Red & Strike-Through: Delete


Model ID

M5tYsVQZUoI4NdAVVtBEUw4C


Underlined & Italicized: Re-order

Partitioned

No


Pink: Addition

Date





Blue: Reword













QID AP Question Tag Skip From Question Text Answer Choices Skip To AP Answer Tag Required
Y/N
Type Special Instructions CQ Label
SBD9358Q001

Please rate your agreement with the following statements about your visit to IRS.gov today:
This interaction increased my trust in the IRS.
1 = Strongly Disagree

Y Radio button, one-up vertical
Trust




2 = Disagree









3 = Neutral









4 = Agree









5 = Strongly Agree





SBD9358Q002

I am satisfied with the service I received from IRS.gov. 1 = Strongly Disagree

Y Radio button, one-up vertical
Satisfaction




2 = Disagree









3 = Neutral









4 = Agree









5 = Strongly Agree





NEW

Please rate your agreement with the following statements about your visit to IRS.gov today:
This interaction increased my trust in the IRS.
1=Strongly Disagree

Y Radio button, scale, no don't know
Trust




2









3









4









Strongly Agree=5





NEW

I am satisfied with the service I received from IRS.gov. 1=Strongly Disagree

Y Radio button, scale, no don't know
Satisfaction




2









3









4









Strongly Agree=5





SBD9358Q003

My need was addressed. 1 = Strongly Disagree 3.1
Y Radio button, one-up vertical Skip Logic Group* Quality




2 = Disagree 3.1








3 = Neutral









4 = Agree









5 = Strongly Agree





NEW

My need was addressed. 1=Strongly Disagree 3.1
Y Radio button, scale, no don't know Skip Logic Group* Quality




2 3.1








3









4









Strongly Agree=5





SBD9358Q004
3.1 Why was your need not addressed?
Please do NOT provide any personal information (name, Social Security number, etc.) in your response.



N Text area, no char limit Skip Logic Group* OE_Need
SBD9358Q005

It was easy to complete what I needed to do. 1 = Strongly Disagree

Y Radio button, one-up vertical
Ease




2 = Disagree









3 = Neutral









4 = Agree









5 = Strongly Agree





SBD9358Q006

It took a reasonable amount of time to do what I needed to do. 1 = Strongly Disagree

Y Radio button, one-up vertical
Efficiency




2 = Disagree









3 = Neutral









4 = Agree









5 = Strongly Agree





NEW

It was easy to complete what I needed to do. 1=Strongly Disagree

Y Radio button, scale, no don't know
Ease




2









3









4









Strongly Agree=5





NEW

It took a reasonable amount of time to do what I needed to do. 1=Strongly Disagree

Y Radio button, scale, no don't know
Efficiency




2









3









4









Strongly Agree=5





SBD9358Q007

Who are you visiting IRS.gov today as? (Select all that apply.) Myself (individual) or on behalf of others (example: family member, spouse or client) 6.1
Y Checkbox, one-up vertical Skip Logic Group* Role




Business (example: corporation, partnership, small business or my employer)









Charity or non-profit organization (example: tax exempt entity or government entity)









Tax professional (example: accountant, attorney, bank trust officer, enrolled agent, tax consultant or tax preparer)









Other





SBD9358Q008
6.1 Which situation best describes who you’re helping? (Select all that apply.) Non-filer of a federal income tax return  

N Checkbox, one-up vertical Skip Logic Group* Situation




First-time federal income tax return filer









Employee earning a wage or salary (Standard 1040 Filer)









Retiree









Earns self-employment income









Someone who has employees









Foreign national living in the United States









US taxpayer living abroad









Parent acting on behalf of a child









Active duty member of the military









Estate administrator acting on behalf of a deceased person and/or their estate









Receives disability benefits





SBD9358Q009

What was your reason for visiting IRS.gov today? (Select all that apply.) Economic impact payment information

Y Checkbox, one-up vertical Skip Logic Group* Primary Reason




Refund status









Tax forms, publications, or instructions









Child tax credit payment information 7.2








Filing or filing information









Payments, payment plans or balance information 7.1








Tax records (tax transcript, account transcript, etc.)









Tools for tax professionals (e.g., e-services)









Free File information









Tax Identification Number (EIN, PTIN, ITIN, etc.)









Penalties









Credits and deduction information









Amended tax return status or information









Identity theft, fraud, or scams









General tax information









Seek contact information









Other





SBD9358Q010
7.1 Please indicate which specific payment tasks describe your visit today. (Select all that apply.) Make an online payment

N Checkbox, one-up vertical Skip Logic Group* Payment Tasks




Seek information about payment options









Set up an installment agreement or online payment agreement









Look-up, modify, or cancel an existing payment









Look-up, modify, or cancel an existing payment agreement









Check my account balance









View my payment history









Seek contact information









Other





SBD9358Q011
7.2 Please indicate which specific child tax credit payment tasks describe your visit today. (Select all that apply.) Check eligibility status

N Checkbox, one-up vertical Skip Logic Group* Child Tax Credit Tasks




View payment history









Update payment information









Update mailing address









Unenroll from payments









Re-enroll in payments









Find general information about the credit





SBD9358Q012

Prior to this visit, what contact have you had with the IRS about your main reason for visiting? (Select all that apply.) Have not been in contact with the IRS for this reason

Y Checkbox, one-up vertical
Prior Contact




Received a notice or letter from the IRS









Called the IRS and spoke to a customer service representative









Called the IRS and used the automated phone system to get information









Visited an IRS office (Taxpayer Assistance Center)









Used the IRS2Go Mobile App









Visited IRS.gov





SBD9358Q013

Were you able to log in to (or create an account for) any IRS online tool today? I did not have to log in or create an account

Y Radio button, one-up vertical
Log In




I successfully logged in or created an account









I was unable to log in or create an account





SBD9358Q014

What suggestions do you have to improve existing IRS.gov services?
Please do NOT provide any personal information (name, Social Security number, etc.) in your response.



N Text area, no char limit
OE_Improve

Sheet 5: Attributes

Attribute Value
Channel Mobile
Touchpoint Name Browse
Hierarchy No
Model Type NonModel
Journey Phase Consideration
Touchpoint Type Standard
Partner Involved No
Replay No
Version Number of Model Template NA


Survey Type NONMODEL
Look and Feel Single Page
Theme Color #000000
File Typeapplication/vnd.openxmlformats-officedocument.spreadsheetml.sheet
File Modified0000-00-00
File Created0000-00-00

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