30689 Q_IRS Web Br 30689 Q_IRS Web Browse V4_20210611_DOT (1)
E-Government Website Customer Satisfaction Surveys
30689 Q_IRS Web Browse V4_20210611_DOT (1).xlsx
OMB: 1090-0008
⚠️ Notice: This form may be outdated. More recent filings and information on OMB 1090-0008 can be found here:
Document [xlsx]
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Model Questions
Custom Questions
CQs (2021-06-11)
CQs (2020-04-21)
CQs (2020-04-08)
Overview
Welcome and Thank You TextModel Questions
Custom Questions
CQs (2021-06-11)
CQs (2020-04-21)
CQs (2020-04-08)
Sheet 1: Welcome and Thank You Text
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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 the Internal Revenue Service (IRS). You’ve been randomly selected to tell us how we can improve IRS.gov. | Thank you for visiting the Internal Revenue Service (IRS). You’ve been randomly selected to tell us how we can improve IRS.gov. | ||||
| Participation is voluntary and all responses are anonymous. We only receive compiled data, which does not allow us to identify you individually. Please do NOT provide any personal information (name, Social Security number, etc.) in the “comments” sections of this survey. | Participation is voluntary and all responses are anonymous. We only receive compiled data, which does not allow us to identify you individually. Please do NOT provide any personal information (name, Social Security number, etc.) in the “comments” sections of this survey. | ||||
| As a reminder, we are NOT able to answer any tax or personal questions submitted through this survey. | As a reminder, we are NOT able to answer any tax or personal questions submitted through this survey. | ||||
| Required questions are denoted by an * | Required questions are denoted by an * | ||||
| Thank You Text | Thank You Text - Tablet / Phone | ||||
| Thank you very much for completing this survey. All answers and comments will be used by the IRS to help better serve you. | Thank you very much for completing this survey. All answers and comments will be used by the IRS to help better serve you. | ||||
| Example Desktop | Example Mobile | ||||
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Sheet 2: Model Questions
| Model Name | IRS Spanish V4 | 
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| Model ID | E1xg4pZdttEcYpQk9wEo5A4C | Underlined & Italicized: Re-order | ||||||
| Partitioned | Yes - 2MQ | Pink: Addition | ||||||
| Date | Blue: Reword | |||||||
| Model Version | 17.3.Y | |||||||
| Label | Element Questions | Label | Satisfaction Questions | Label | Future Behaviors | |||
| Look and Feel (1=Poor, 10=Excellent, Don't Know) | Satisfaction | Return (1=Very Unlikely, 10=Very Likely) | ||||||
| 1 | Look and Feel - Appeal | Please rate the visual appeal of IRS.gov. | 16 | Satisfaction - Overall | What is your overall satisfaction with IRS.gov? (1=Very Dissatisfied, 10=Very Satisfied) |
19 | Return | How likely are you to return to IRS.gov? |
| 2 | Look and Feel - Balance | Please rate the balance of graphics and text on IRS.gov. | 17 | Satisfaction - Expectations | How well does IRS.gov meet your expectations? (1=Falls Short, 10=Exceeds) |
Recommend (1=Very Unlikely, 10=Very Likely) | ||
| 3 | Look and Feel - Readability | Please rate the readability of the pages on IRS.gov. | 18 | Satisfaction - Ideal | How does IRS.gov compare to your idea of an ideal website? (1=Not Very Close, 10=Very Close) |
20 | Recommend | 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 | Site Performance - Loading | Please rate how quickly pages load on IRS.gov. | 21 | Primary Resource | How likely are you to use IRS.gov as your primary resource for tax information? | |||
| 5 | Site Performance - Consistency | Please rate the consistency of speed from page to page on IRS.gov. | ||||||
| 6 | Site Performance - Completeness | Please rate how completely the page content loads on IRS.gov. | ||||||
| Navigation (1=Poor, 10=Excellent, Don't Know) | ||||||||
| 7 | Navigation - Organized | Please rate how well IRS.gov is organized. | ||||||
| 8 | Navigation - Options | Please rate the options available for navigating IRS.gov. | ||||||
| 9 | Navigation - Layout | Please rate how well IRS.gov layout helps you find what you need. | ||||||
| Information Browsing (1=Poor, 10=Excellent, Don't Know) | ||||||||
| 10 | Information Browsing - Sort | Please rate the ability to sort information by criteria that are important to you on IRS.gov. | ||||||
| 11 | Information Browsing - Narrow | Please rate the ability to narrow choices to find the information you are looking for on IRS.gov. | ||||||
| 12 | Information Browsing - Features | 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 | Site Information - Thoroughness | Please rate the thoroughness of information provided on IRS.gov. | ||||||
| 14 | Site Information - Understandable | Please rate how understandable IRS.gov’s information is. | ||||||
| 15 | Site Information - Answers | Please rate how well IRS.gov’s information provides answers to your questions. |
Sheet 3: Custom Questions
| Model Name | IRS Main Survey V4 |
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| Model ID | E1xg4pZdttEcYpQk9wEo5A4C | Underlined & Italicized: Re-order | ||||||||
| Partitioned | Yes - 2MQ | 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 |
| JLB8418Q001 | us_department_of_treasury_irs_q_irs_web_browse_v4_1_role | I am visiting IRS.gov today as… | An individual taxpayer (myself, my household, family member, etc.) | 2 | an_individual_taxpayer_myself_my_household_family_member_etc | Y | Radio button, one-up vertical | Skip logic group | 1_Role | |
| A business (corporation, partnership, small business, employee, etc.) | a_business_corporation_partnership_small_business_employee_etc | |||||||||
| A charity or non-profit organization (tax exempt entity, government entity, employee, etc.) | a_charity_or_non_profit_organization_tax_exempt_entity_government_entity_employee_etc | |||||||||
| A tax professional (accountant, attorney, bank trust officer, enrolled agent, tax consultant, tax preparer, etc.) | a_tax_professional_accountant_attorney_bank_trust_officer_enrolled_agent_tax_consultant_tax_preparer_etc | |||||||||
| Other | 1a | other | ||||||||
| JLB8418Q002 | us_department_of_treasury_irs_q_irs_web_browse_v4_1a_other_role | 1a | Please specify what best describes your role today: | N | Text field, <100 char | Skip logic group | 1A_Other Role | |||
| JLB8418Q003 | us_department_of_treasury_irs_q_irs_web_browse_v4_2_individual_roles | 2 | Do any of these situations apply to you? (Select all that apply.) | Standard 1040 Filer (Wage/salary receiving employee) | standard_1040_filer_wage_salary_receiving_employee | N | Check box, one-up vertical | Skip logic group | 2_Individual Roles | |
| Retired | retired | |||||||||
| Have self-employment income (1099) | have_self_employment_income_1099 | |||||||||
| Foreign National Living in the US | foreign_national_living_in_the_us | |||||||||
| US Taxpayer living abroad | us_taxpayer_living_abroad | |||||||||
| Parent acting on behalf of a child | parent_acting_on_behalf_of_a_child | |||||||||
| Active duty military | active_duty_military | |||||||||
| Acting on behalf of a deceased person and/or estate | acting_on_behalf_of_a_deceased_person_and_or_estate | |||||||||
| Disability recipients | disability_recipients | |||||||||
| Other | 2a | other | ||||||||
| JLB8418Q004 | us_department_of_treasury_irs_q_irs_web_browse_v4_2a_other_individual_roles | 2a | Please describe your tax role/situation: | N | Text field, <100 char | Skip logic group | 2A_Other Individual Roles | |||
| JLB8418Q005 | us_department_of_treasury_irs_q_irs_web_browse_v4_3_reason | What was your main reason for visiting IRS.gov today? | Economic impact payment information | Y | Radio button, one-up vertical | Skip logic group | 3_Reason | |||
| Refund status | 4b | refund_status_or_refund_information | ||||||||
| Tax forms, publications, or instructions | 4d | tax_forms_publications_or_instructions | ||||||||
| Child tax credit payment information | ||||||||||
| Filing or filing information | filing_or_filing_information | |||||||||
| Payments, payment plans or balance information | 4a | payments_or_balance_info_make_a_payment_payment_agreements_check_balance_find_payment_info_etc | ||||||||
| Tax records (tax transcript, account transcript, etc.) | 4c | tax_records_tax_transcript_account_transcript_etc | ||||||||
| Other | 3a | other | ||||||||
| JLB8418Q006 | us_department_of_treasury_irs_q_irs_web_browse_v4_3a_reason_ii | 3a | What was your main reason for visiting IRS.gov today? | Tools for tax professionals (e.g., e-services) | tools_for_tax_professionals_eg_e_services | Y | Radio button, one-up vertical | Skip logic group | 3A_Reason II | |
| Free File information | free_file_information | |||||||||
| Tax Identification Number (EIN, PTIN, ITIN, etc.) | 4f | tax_identification_number_ein_ptin_itin_etc | ||||||||
| Penalties | 4e | penalties | ||||||||
| Credits and deduction information | credits_and_deduction_information | |||||||||
| Amended tax return status or information | amended_tax_return_status_or_amend_my_previously_filed_return | |||||||||
| Identity theft, fraud, or scams | identity_theft_fraud_or_scams | |||||||||
| General tax information | general_tax_information | |||||||||
| Other | 3b | other | ||||||||
| JLB8418Q007 | us_department_of_treasury_irs_q_irs_web_browse_v4_3b_other_reason | 3b | Please specify other reason for visiting: | N | Text field, <100 char | Skip logic group | 3B_Other Reason | |||
| JLB8418Q008 | us_department_of_treasury_irs_q_irs_web_browse_v4_4a_payments | 4a | Please indicate which specific payment tasks describe your visit today. (Select all that apply) | Make an online payment | make_an_online_payment | Y | Checkbox, one-up vertical | Skip logic group | 4A_Payments | |
| Seek information about payment options | seek_information_about_payment_options | |||||||||
| Set up an installment agreement or online payment agreement | 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 | |||||||||
| Look-up, modify, or cancel an existing payment agreement | look_up_modify_or_cancel_an_existing_payment_agreement | |||||||||
| Check my account balance | check_my_account_balance | |||||||||
| View my payment history | view_my_payment_history | |||||||||
| Other | 4aa | other | ||||||||
| JLB8418Q009 | us_department_of_treasury_irs_q_irs_web_browse_v4_4aa_other_payments | 4aa | Please specify your other payment task: | N | Text field, <100 char | Skip logic group | 4AA_Other Payments | |||
| JLB8418Q010 | us_department_of_treasury_irs_q_irs_web_browse_v4_4b_refund | 4b | Please indicate which specific refund tasks describe your visit today. (Select all that apply) | Check status of refund | check_status_of_refund | Y | Checkbox, one-up vertical | Skip logic group | 4B_Refund | |
| General information about tax refunds | general_information_about_tax_refunds | |||||||||
| Review refund FAQs | review_refund_faqs | |||||||||
| Other | 4ba | other | ||||||||
| JLB8418Q011 | us_department_of_treasury_irs_q_irs_web_browse_v4_4ba_other_refund | 4ba | Please specify you other refund task: | N | Text field, <100 char | Skip logic group | 4BA_Other Refund | |||
| JLB8418Q012 | us_department_of_treasury_irs_q_irs_web_browse_v4_4c_transcript | 4c | Please indicate which specific tax records tasks describe your visit today. (Select all that apply) | Download a copy of a transcript | download_a_copy_of_a_transcript | Y | Checkbox, one-up vertical | Skip logic group | 4C_Transcript | |
| Order a transcript in the mail | order_a_transcript_in_the_mail | |||||||||
| Find info about transcripts | find_info_about_transcripts | |||||||||
| Obtain my adjusted gross income (AGI) from a previous year | obtain_my_adjusted_gross_income_agi_from_a_previous_year | |||||||||
| Obtain my filing status from a previous year | obtain_my_filing_status_from_a_previous_year | |||||||||
| View my current or prior year return | view_my_current_or_prior_year_return | |||||||||
| View my balance and payment history | view_my_balance_and_payment_history | |||||||||
| Other | 4ca | other | ||||||||
| JLB8418Q013 | us_department_of_treasury_irs_q_irs_web_browse_v4_4ca_other_transcript | 4ca | Please specify your other tax records task: | N | Text field, <100 char | Skip logic group | 4CA_Other Transcript | |||
| JLB8418Q014 | us_department_of_treasury_irs_q_irs_web_browse_v4_4d_forms | 4d | Please indicate which specific forms, publications or instructions tasks describe your visit today. (Select all that apply) | Download current year tax forms | download_current_year_tax_forms | Y | Checkbox, one-up vertical | Skip logic group | 4D_Forms | |
| Download prior year tax forms | download_prior_year_tax_forms | |||||||||
| Print current year tax forms | print_current_year_tax_forms | |||||||||
| Print prior year tax forms | print_prior_year_tax_forms | |||||||||
| Better understand tax rules and procedures | better_understand_tax_rules_and_procedures | |||||||||
| Order tax forms | order_tax_forms | |||||||||
| e-file my forms | e_file_my_forms | |||||||||
| Find examples of completed forms | find_examples_of_completed_forms | |||||||||
| Other | 4da | other | ||||||||
| JLB8418Q015 | us_department_of_treasury_irs_q_irs_web_browse_v4_4da_other_forms | 4da | Please specify your other forms, publications or instructions task: | N | Text field, <100 char | Skip logic group | 4DA_Other Forms | |||
| JLB8418Q016 | us_department_of_treasury_irs_q_irs_web_browse_v4_4e_penalties | 4e | Please indicate which specific penalties tasks describe your visit today. (Select all that apply) | Learn about penalties for individual taxpayers | learn_about_penalties_for_individual_taxpayers | Y | Checkbox, one-up vertical | Skip logic group | 4E_Penalties | |
| Learn about penalties for small businesses or corporations | learn_about_penalties_for_small_businesses_or_corporations | |||||||||
| Learn how to avoid a penalty | learn_how_to_avoid_a_penalty | |||||||||
| Learn how to compute a penalty | learn_how_to_compute_a_penalty | |||||||||
| Learn about penalty relief criteria | learn_about_penalty_relief_criteria | |||||||||
| Learn how to request penalty relief | learn_how_to_request_penalty_relief | |||||||||
| Learn how to appeal a rejected request for penalty relief | learn_how_to_appeal_a_rejected_request_for_penalty_relief | |||||||||
| Learn about IRA additional tax penalties | learn_about_ira_additional_tax_penalties | |||||||||
| See what penalties I owe and/or the amounts due | see_what_penalties_i_owe_and_or_the_amounts_due | |||||||||
| Make a payment | make_a_payment | |||||||||
| Other | 4ea | other | ||||||||
| JLB8418Q017 | us_department_of_treasury_irs_q_irs_web_browse_v4_4ea_other_penalties | 4ea | Please specify your other penalties task: | N | Text field, <100 char | Skip logic group | 4EA_Other Penalties | |||
| JLB8418Q018 | us_department_of_treasury_irs_q_irs_web_browse_v4_4f_id_number | 4f | What type of identification number did you want to request or find more information about? | Employer Identification Number (EIN) | employer_identification_number_ein | Y | Radio button, one-up vertical | Skip logic group | 4F_ID Number | |
| Preparer Tax Identification Number (PTIN) | preparer_tax_identification_number_ptin | |||||||||
| Electronic Filing Identification Number (EFIN) | electronic_filing_identification_number_efin | |||||||||
| Individual Tax Identification Number (ITIN) | individual_tax_identification_number_itin | |||||||||
| FATCA Identification Number (FIN) or FATCA Entity ID | fatca_identification_number_fin_or_fatca_entity_id | |||||||||
| Identity Protection Personal Identification Number (IP PIN) | identity_protection_personal_identification_number_ip_pin | |||||||||
| Other | 4fa | other | ||||||||
| Not sure/don't know | not_sure_dont_know | |||||||||
| JLB8418Q019 | us_department_of_treasury_irs_q_irs_web_browse_v4_4fa_other_id_number | 4fa | Please specify what identification number information were looking for: | N | Text area, <100 characters | Skip logic group | 4FA_Other ID Number | |||
| JLB8418Q020 | us_department_of_treasury_irs_q_irs_web_browse_v4_5_contact | 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 | have_not_been_in_contact_with_the_irs_for_this_reason | N | Checkbox, one-up vertical | 5_Contact | |||
| Received a notice or letter from the IRS | received_a_notice_or_letter_from_the_irs | |||||||||
| Called the IRS and spoke to a customer service representative | called_the_irs_and_spoke_to_a_customer_service_representative | |||||||||
| Called the IRS and used the automated phone system to get information | called_the_irs_and_used_the_automated_phone_system_to_get_information | |||||||||
| Visited an IRS office (Taxpayer Assistance Center) | visited_an_irs_office_taxpayer_assistance_center | |||||||||
| Visited IRS.gov | visited_irsgov | |||||||||
| JLB8418Q021 | us_department_of_treasury_irs_q_irs_web_browse_v4_6_quality | Please rate your agreement with the following statements about your visit to IRS.gov today: My need was addressed. | Strongly Disagree | 6a | strongly_disagree | Y | Radio button, one-up vertical | Skip logic group | 6_Quality | |
| Disagree | 6a | disagree | ||||||||
| Neutral | neutral | |||||||||
| Agree | agree | |||||||||
| Strongly Agree | strongly_agree | |||||||||
| JLB8418Q022 | us_department_of_treasury_irs_q_irs_web_browse_v4_6a_oe_need | 6a | Why was your need not addressed? Please do NOT provide any personal information (name, Social Security number, etc.) in your response. |
N | Text area, <255 character limit | Skip logic group | 6A_OE Need | |||
| JLB8418Q023 | us_department_of_treasury_irs_q_irs_web_browse_v4_7_ease | It was easy to complete what I needed to do. | Strongly Disagree | strongly_disagree | Y | Radio button, one-up vertical | 7_Ease | |||
| Disagree | disagree | |||||||||
| Neutral | neutral | |||||||||
| Agree | agree | |||||||||
| Strongly Agree | strongly_agree | |||||||||
| JLB8418Q024 | us_department_of_treasury_irs_q_irs_web_browse_v4_8_efficiency | It took a reasonable amount of time to do what I needed to do. | Strongly Disagree | strongly_disagree | Y | Radio button, one-up vertical | 8_Efficiency | |||
| Disagree | disagree | |||||||||
| Neutral | neutral | |||||||||
| Agree | agree | |||||||||
| Strongly Agree | strongly_agree | |||||||||
| JLB8418Q025 | us_department_of_treasury_irs_q_irs_web_browse_v4_9_confidence | This interaction increased my confidence in the IRS. | Strongly Disagree | strongly_disagree | Y | Radio button, one-up vertical | 9_Confidence | |||
| Disagree | disagree | |||||||||
| Neutral | neutral | |||||||||
| Agree | agree | |||||||||
| Strongly Agree | strongly_agree | |||||||||
| JLB8418Q026 | us_department_of_treasury_irs_q_irs_web_browse_v4_10_login | 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 | i_did_not_have_to_log_in_or_create_an_account | N | Radio button, one-up vertical | Skip logic group | 10_Login | ||
| I successfully logged in or created an account | 10b | i_successfully_logged_in_or_created_an_account | ||||||||
| I was unable to log in or create an account | 10a | i_was_unable_to_log_in_or_create_an_account | ||||||||
| JLB8418Q027 | us_department_of_treasury_irs_q_irs_web_browse_v4_10a_oe_login | 10a | What prevented you from logging into an IRS online tool today? (Please don't provide any personal information in your response) | N | Text area, no character limit | Skip logic group | 10A_OE Login | |||
| JLB8418Q028 | us_department_of_treasury_irs_q_irs_web_browse_v4_10b_online_tool | 10b | Which IRS online tool(s) did you use today? (Select all that apply) | Your account | your_account | N | Checkbox, one-up vertical | Skip logic group | 10B_Online Tool | |
| Direct Pay | direct_pay | |||||||||
| Where's My Refund | wheres_my_refund | |||||||||
| Get Transcript | get_transcript | |||||||||
| Other | 10c | other | ||||||||
| JLB8418Q029 | us_department_of_treasury_irs_q_irs_web_browse_v4_10c_oe_online_tool | 10c | Please specify which online tools you used today: | N | Text area, <100 character limit | Skip logic group | 10C_OE Online Tool | |||
| JLB8418Q030 | us_department_of_treasury_irs_q_irs_web_browse_v4_11_information | How did you look for information today? (Select all that apply) | Search engine (such as Google or Bing) brought me to IRS website | search_engine_such_as_google_or_bing_brought_me_to_irs_website | N | Checkbox, one-up vertical | Skip logic group | 11_Information | ||
| Used IRS website search | 11a | used_irs_website_search | ||||||||
| Navigated through IRS website menu and/or links | 11c | navigated_through_irs_website_menu_and_or_links | ||||||||
| Typed link directly into the browser or bookmarked link | typed_link_directly_into_the_browser_or_bookmarked_link | |||||||||
| Other | other | |||||||||
| JLB8418Q031 | us_department_of_treasury_irs_q_irs_web_browse_v4_11a_search | 11a | How was your search experience today? | I found what I was looking for in the Top Recommendations | i_found_what_i_was_looking_for_in_the_top_recommendations | N | Radio button, one-up vertical | Skip logic group | 11A_Search | |
| Search delivered a helpful set of results | search_delivered_a_helpful_set_of_results | |||||||||
| I was able to find what I searched for, but it wasn’t easy | 11b | i_was_able_to_find_what_i_searched_for_but_it_wasn’t_easy | ||||||||
| Search did not deliver a helpful set of results | 11b | search_did_not_deliver_a_helpful_set_of_results | ||||||||
| JLB8418Q032 | us_department_of_treasury_irs_q_irs_web_browse_v4_11b_oe_search_term | 11b | What specific search term(s) did you use to find information on IRS.gov? | N | Text area, <100 character limit | Skip logic group | 11B_OE Search Term | |||
| JLB8418Q033 | us_department_of_treasury_irs_q_irs_web_browse_v4_11c_navigation | 11c | How was your navigation experience today? (Select all that apply) | I did not encounter any difficulties with site navigation | i_did_not_encounter_any_difficulties_with_site_navigation | N | Checkbox, one-up vertical | Skip logic group | ||
| Navigation got more confusing as I got deeper into the site | navigation_got_more_confusing_as_i_got_deeper_into_the_site | 11C_Navigation | ||||||||
| Expected links were not present on pages | expected_links_were_not_present_on_pages | |||||||||
| Links did not take me where I expected | links_did_not_take_me_where_i_expected | |||||||||
| I was unsure where I should be clicking within the site | i_was_unsure_where_i_should_be_clicking_within_the_site | |||||||||
| Encountered technical difficulties (links didn't work, received error messages, etc.) | encountered_technical_difficulties_links_didnt_work_received_error_messages_etc | |||||||||
| JLB8418Q034 | us_department_of_treasury_irs_q_irs_web_browse_v4_12_frequency | In the past year, about how often did you visit IRS.gov? | This is my first time | this_is_my_first_time | N | Radio button, one-up vertical | 12_Frequency | |||
| About once a week or more | about_once_a_week_or_more | |||||||||
| About once a month | about_once_a_month | |||||||||
| Every 6 months or less | every_6_months_or_less | |||||||||
| About once a year | about_once_a_year | |||||||||
| Less than once a year | less_than_once_a_year | |||||||||
| JLB8418Q035 | us_department_of_treasury_irs_q_irs_web_browse_v4_13_oe_improvement | If you could change one thing about this website what would it be? Please do NOT provide any personal information (name, Social Security number, etc.) in your response. | N | Text area, no character limit | 13_OE Improvement |
Sheet 4: CQs (2021-06-11)
| Model Name | IRS Main Survey V4 |
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| Model ID | E1xg4pZdttEcYpQk9wEo5A4C | Underlined & Italicized: Re-order | ||||||||
| Partitioned | Yes - 2MQ | 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 |
| JLB8418Q001 | us_department_of_treasury_irs_q_irs_web_browse_v4_1_role | I am visiting IRS.gov today as… | An individual taxpayer (myself, my household, family member, etc.) | 2 | an_individual_taxpayer_myself_my_household_family_member_etc | Y | Radio button, one-up vertical | Skip logic group | 1_Role | |
| A business (corporation, partnership, small business, employee, etc.) | a_business_corporation_partnership_small_business_employee_etc | |||||||||
| A charity or non-profit organization (tax exempt entity, government entity, employee, etc.) | a_charity_or_non_profit_organization_tax_exempt_entity_government_entity_employee_etc | |||||||||
| A tax professional (accountant, attorney, bank trust officer, enrolled agent, tax consultant, tax preparer, etc.) | a_tax_professional_accountant_attorney_bank_trust_officer_enrolled_agent_tax_consultant_tax_preparer_etc | |||||||||
| Other | 1a | other | ||||||||
| JLB8418Q002 | us_department_of_treasury_irs_q_irs_web_browse_v4_1a_other_role | 1a | Please specify what best describes your role today: | N | Text field, <100 char | Skip logic group | 1A_Other Role | |||
| JLB8418Q003 | us_department_of_treasury_irs_q_irs_web_browse_v4_2_individual_roles | 2 | Do any of these situations apply to you? (Select all that apply.) | Standard 1040 Filer (Wage/salary receiving employee) | standard_1040_filer_wage_salary_receiving_employee | N | Check box, one-up vertical | Skip logic group | 2_Individual Roles | |
| Retired | retired | |||||||||
| Have self-employment income (1099) | have_self_employment_income_1099 | |||||||||
| Foreign National Living in the US | foreign_national_living_in_the_us | |||||||||
| US Taxpayer living abroad | us_taxpayer_living_abroad | |||||||||
| Parent acting on behalf of a child | parent_acting_on_behalf_of_a_child | |||||||||
| Active duty military | active_duty_military | |||||||||
| Acting on behalf of a deceased person and/or estate | acting_on_behalf_of_a_deceased_person_and_or_estate | |||||||||
| Disability recipients | disability_recipients | |||||||||
| Other | 2a | other | ||||||||
| JLB8418Q004 | us_department_of_treasury_irs_q_irs_web_browse_v4_2a_other_individual_roles | 2a | Please describe your tax role/situation: | N | Text field, <100 char | Skip logic group | 2A_Other Individual Roles | |||
| JLB8418Q005 | us_department_of_treasury_irs_q_irs_web_browse_v4_3_reason | What was your main reason for visiting IRS.gov today? | Economic impact payment information | Y | Radio button, one-up vertical | Skip logic group | 3_Reason | |||
| Refund status | 4b | refund_status_or_refund_information | ||||||||
| Tax forms, publications, or instructions | 4d | tax_forms_publications_or_instructions | ||||||||
| Child tax credit payment information | ||||||||||
| Filing or filing information | filing_or_filing_information | |||||||||
| Payments, payment plans or balance information | 4a | payments_or_balance_info_make_a_payment_payment_agreements_check_balance_find_payment_info_etc | ||||||||
| Tax records (tax transcript, account transcript, etc.) | 4c | tax_records_tax_transcript_account_transcript_etc | ||||||||
| Other | 3a | other | ||||||||
| JLB8418Q006 | us_department_of_treasury_irs_q_irs_web_browse_v4_3a_reason_ii | 3a | What was your main reason for visiting IRS.gov today? | Tools for tax professionals (e.g., e-services) | tools_for_tax_professionals_eg_e_services | Y | Radio button, one-up vertical | Skip logic group | 3A_Reason II | |
| Free File information | free_file_information | |||||||||
| Tax Identification Number (EIN, PTIN, ITIN, etc.) | 4f | tax_identification_number_ein_ptin_itin_etc | ||||||||
| Penalties | 4e | penalties | ||||||||
| Credits and deduction information | credits_and_deduction_information | |||||||||
| Amended tax return status or information | amended_tax_return_status_or_amend_my_previously_filed_return | |||||||||
| Identity theft, fraud, or scams | identity_theft_fraud_or_scams | |||||||||
| General tax information | general_tax_information | |||||||||
| Other | 3b | other | ||||||||
| JLB8418Q007 | us_department_of_treasury_irs_q_irs_web_browse_v4_3b_other_reason | 3b | Please specify other reason for visiting: | N | Text field, <100 char | Skip logic group | 3B_Other Reason | |||
| JLB8418Q008 | us_department_of_treasury_irs_q_irs_web_browse_v4_4a_payments | 4a | Please indicate which specific payment tasks describe your visit today. (Select all that apply) | Make an online payment | make_an_online_payment | Y | Checkbox, one-up vertical | Skip logic group | 4A_Payments | |
| Seek information about payment options | seek_information_about_payment_options | |||||||||
| Set up an installment agreement or online payment agreement | 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 | |||||||||
| Look-up, modify, or cancel an existing payment agreement | look_up_modify_or_cancel_an_existing_payment_agreement | |||||||||
| Check my account balance | check_my_account_balance | |||||||||
| View my payment history | view_my_payment_history | |||||||||
| Other | 4aa | other | ||||||||
| JLB8418Q009 | us_department_of_treasury_irs_q_irs_web_browse_v4_4aa_other_payments | 4aa | Please specify your other payment task: | N | Text field, <100 char | Skip logic group | 4AA_Other Payments | |||
| JLB8418Q010 | us_department_of_treasury_irs_q_irs_web_browse_v4_4b_refund | 4b | Please indicate which specific refund tasks describe your visit today. (Select all that apply) | Check status of refund | check_status_of_refund | Y | Checkbox, one-up vertical | Skip logic group | 4B_Refund | |
| General information about tax refunds | general_information_about_tax_refunds | |||||||||
| Review refund FAQs | review_refund_faqs | |||||||||
| Other | 4ba | other | ||||||||
| JLB8418Q011 | us_department_of_treasury_irs_q_irs_web_browse_v4_4ba_other_refund | 4ba | Please specify you other refund task: | N | Text field, <100 char | Skip logic group | 4BA_Other Refund | |||
| JLB8418Q012 | us_department_of_treasury_irs_q_irs_web_browse_v4_4c_transcript | 4c | Please indicate which specific tax records tasks describe your visit today. (Select all that apply) | Download a copy of a transcript | download_a_copy_of_a_transcript | Y | Checkbox, one-up vertical | Skip logic group | 4C_Transcript | |
| Order a transcript in the mail | order_a_transcript_in_the_mail | |||||||||
| Find info about transcripts | find_info_about_transcripts | |||||||||
| Obtain my adjusted gross income (AGI) from a previous year | obtain_my_adjusted_gross_income_agi_from_a_previous_year | |||||||||
| Obtain my filing status from a previous year | obtain_my_filing_status_from_a_previous_year | |||||||||
| View my current or prior year return | view_my_current_or_prior_year_return | |||||||||
| View my balance and payment history | view_my_balance_and_payment_history | |||||||||
| Other | 4ca | other | ||||||||
| JLB8418Q013 | us_department_of_treasury_irs_q_irs_web_browse_v4_4ca_other_transcript | 4ca | Please specify your other tax records task: | N | Text field, <100 char | Skip logic group | 4CA_Other Transcript | |||
| JLB8418Q014 | us_department_of_treasury_irs_q_irs_web_browse_v4_4d_forms | 4d | Please indicate which specific forms, publications or instructions tasks describe your visit today. (Select all that apply) | Download current year tax forms | download_current_year_tax_forms | Y | Checkbox, one-up vertical | Skip logic group | 4D_Forms | |
| Download prior year tax forms | download_prior_year_tax_forms | |||||||||
| Print current year tax forms | print_current_year_tax_forms | |||||||||
| Print prior year tax forms | print_prior_year_tax_forms | |||||||||
| Better understand tax rules and procedures | better_understand_tax_rules_and_procedures | |||||||||
| Order tax forms | order_tax_forms | |||||||||
| e-file my forms | e_file_my_forms | |||||||||
| Find examples of completed forms | find_examples_of_completed_forms | |||||||||
| Other | 4da | other | ||||||||
| JLB8418Q015 | us_department_of_treasury_irs_q_irs_web_browse_v4_4da_other_forms | 4da | Please specify your other forms, publications or instructions task: | N | Text field, <100 char | Skip logic group | 4DA_Other Forms | |||
| JLB8418Q016 | us_department_of_treasury_irs_q_irs_web_browse_v4_4e_penalties | 4e | Please indicate which specific penalties tasks describe your visit today. (Select all that apply) | Learn about penalties for individual taxpayers | learn_about_penalties_for_individual_taxpayers | Y | Checkbox, one-up vertical | Skip logic group | 4E_Penalties | |
| Learn about penalties for small businesses or corporations | learn_about_penalties_for_small_businesses_or_corporations | |||||||||
| Learn how to avoid a penalty | learn_how_to_avoid_a_penalty | |||||||||
| Learn how to compute a penalty | learn_how_to_compute_a_penalty | |||||||||
| Learn about penalty relief criteria | learn_about_penalty_relief_criteria | |||||||||
| Learn how to request penalty relief | learn_how_to_request_penalty_relief | |||||||||
| Learn how to appeal a rejected request for penalty relief | learn_how_to_appeal_a_rejected_request_for_penalty_relief | |||||||||
| Learn about IRA additional tax penalties | learn_about_ira_additional_tax_penalties | |||||||||
| See what penalties I owe and/or the amounts due | see_what_penalties_i_owe_and_or_the_amounts_due | |||||||||
| Make a payment | make_a_payment | |||||||||
| Other | 4ea | other | ||||||||
| JLB8418Q017 | us_department_of_treasury_irs_q_irs_web_browse_v4_4ea_other_penalties | 4ea | Please specify your other penalties task: | N | Text field, <100 char | Skip logic group | 4EA_Other Penalties | |||
| JLB8418Q018 | us_department_of_treasury_irs_q_irs_web_browse_v4_4f_id_number | 4f | What type of identification number did you want to request or find more information about? | Employer Identification Number (EIN) | employer_identification_number_ein | Y | Radio button, one-up vertical | Skip logic group | 4F_ID Number | |
| Preparer Tax Identification Number (PTIN) | preparer_tax_identification_number_ptin | |||||||||
| Electronic Filing Identification Number (EFIN) | electronic_filing_identification_number_efin | |||||||||
| Individual Tax Identification Number (ITIN) | individual_tax_identification_number_itin | |||||||||
| FATCA Identification Number (FIN) or FATCA Entity ID | fatca_identification_number_fin_or_fatca_entity_id | |||||||||
| Identity Protection Personal Identification Number (IP PIN) | identity_protection_personal_identification_number_ip_pin | |||||||||
| Other | 4fa | other | ||||||||
| Not sure/don't know | not_sure_dont_know | |||||||||
| JLB8418Q019 | us_department_of_treasury_irs_q_irs_web_browse_v4_4fa_other_id_number | 4fa | Please specify what identification number information were looking for: | N | Text area, <100 characters | Skip logic group | 4FA_Other ID Number | |||
| JLB8418Q020 | us_department_of_treasury_irs_q_irs_web_browse_v4_5_contact | 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 | have_not_been_in_contact_with_the_irs_for_this_reason | N | Checkbox, one-up vertical | 5_Contact | |||
| Received a notice or letter from the IRS | received_a_notice_or_letter_from_the_irs | |||||||||
| Called the IRS and spoke to a customer service representative | called_the_irs_and_spoke_to_a_customer_service_representative | |||||||||
| Called the IRS and used the automated phone system to get information | called_the_irs_and_used_the_automated_phone_system_to_get_information | |||||||||
| Visited an IRS office (Taxpayer Assistance Center) | visited_an_irs_office_taxpayer_assistance_center | |||||||||
| Visited IRS.gov | visited_irsgov | |||||||||
| JLB8418Q021 | us_department_of_treasury_irs_q_irs_web_browse_v4_6_quality | Please rate your agreement with the following statements about your visit to IRS.gov today: My need was addressed. | Strongly Disagree | 6a | strongly_disagree | Y | Radio button, one-up vertical | Skip logic group | 6_Quality | |
| Disagree | 6a | disagree | ||||||||
| Neutral | neutral | |||||||||
| Agree | agree | |||||||||
| Strongly Agree | strongly_agree | |||||||||
| JLB8418Q022 | us_department_of_treasury_irs_q_irs_web_browse_v4_6a_oe_need | 6a | Why was your need not addressed? Please do NOT provide any personal information (name, Social Security number, etc.) in your response. |
N | Text area, <255 character limit | Skip logic group | 6A_OE Need | |||
| JLB8418Q023 | us_department_of_treasury_irs_q_irs_web_browse_v4_7_ease | It was easy to complete what I needed to do. | Strongly Disagree | strongly_disagree | Y | Radio button, one-up vertical | 7_Ease | |||
| Disagree | disagree | |||||||||
| Neutral | neutral | |||||||||
| Agree | agree | |||||||||
| Strongly Agree | strongly_agree | |||||||||
| JLB8418Q024 | us_department_of_treasury_irs_q_irs_web_browse_v4_8_efficiency | It took a reasonable amount of time to do what I needed to do. | Strongly Disagree | strongly_disagree | Y | Radio button, one-up vertical | 8_Efficiency | |||
| Disagree | disagree | |||||||||
| Neutral | neutral | |||||||||
| Agree | agree | |||||||||
| Strongly Agree | strongly_agree | |||||||||
| JLB8418Q025 | us_department_of_treasury_irs_q_irs_web_browse_v4_9_confidence | This interaction increased my confidence in the IRS. | Strongly Disagree | strongly_disagree | Y | Radio button, one-up vertical | 9_Confidence | |||
| Disagree | disagree | |||||||||
| Neutral | neutral | |||||||||
| Agree | agree | |||||||||
| Strongly Agree | strongly_agree | |||||||||
| JLB8418Q026 | us_department_of_treasury_irs_q_irs_web_browse_v4_10_login | 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 | i_did_not_have_to_log_in_or_create_an_account | N | Radio button, one-up vertical | Skip logic group | 10_Login | ||
| I successfully logged in or created an account | 10b | i_successfully_logged_in_or_created_an_account | ||||||||
| I was unable to log in or create an account | 10a | i_was_unable_to_log_in_or_create_an_account | ||||||||
| JLB8418Q027 | us_department_of_treasury_irs_q_irs_web_browse_v4_10a_oe_login | 10a | What prevented you from logging into an IRS online tool today? (Please don't provide any personal information in your response) | N | Text area, no character limit | Skip logic group | 10A_OE Login | |||
| JLB8418Q028 | us_department_of_treasury_irs_q_irs_web_browse_v4_10b_online_tool | 10b | Which IRS online tool(s) did you use today? (Select all that apply) | Your account | your_account | N | Checkbox, one-up vertical | Skip logic group | 10B_Online Tool | |
| Direct Pay | direct_pay | |||||||||
| Where's My Refund | wheres_my_refund | |||||||||
| Get Transcript | get_transcript | |||||||||
| Other | 10c | other | ||||||||
| JLB8418Q029 | us_department_of_treasury_irs_q_irs_web_browse_v4_10c_oe_online_tool | 10c | Please specify which online tools you used today: | N | Text area, <100 character limit | Skip logic group | 10C_OE Online Tool | |||
| JLB8418Q030 | us_department_of_treasury_irs_q_irs_web_browse_v4_11_information | How did you look for information today? (Select all that apply) | Search engine (such as Google or Bing) brought me to IRS website | search_engine_such_as_google_or_bing_brought_me_to_irs_website | N | Checkbox, one-up vertical | Skip logic group | 11_Information | ||
| Used IRS website search | 11a | used_irs_website_search | ||||||||
| Navigated through IRS website menu and/or links | 11c | navigated_through_irs_website_menu_and_or_links | ||||||||
| Typed link directly into the browser or bookmarked link | typed_link_directly_into_the_browser_or_bookmarked_link | |||||||||
| Other | other | |||||||||
| JLB8418Q031 | us_department_of_treasury_irs_q_irs_web_browse_v4_11a_search | 11a | How was your search experience today? | I found what I was looking for in the Top Recommendations | i_found_what_i_was_looking_for_in_the_top_recommendations | N | Radio button, one-up vertical | Skip logic group | 11A_Search | |
| Search delivered a helpful set of results | search_delivered_a_helpful_set_of_results | |||||||||
| I was able to find what I searched for, but it wasn’t easy | 11b | i_was_able_to_find_what_i_searched_for_but_it_wasn’t_easy | ||||||||
| Search did not deliver a helpful set of results | 11b | search_did_not_deliver_a_helpful_set_of_results | ||||||||
| JLB8418Q032 | us_department_of_treasury_irs_q_irs_web_browse_v4_11b_oe_search_term | 11b | What specific search term(s) did you use to find information on IRS.gov? | N | Text area, <100 character limit | Skip logic group | 11B_OE Search Term | |||
| JLB8418Q033 | us_department_of_treasury_irs_q_irs_web_browse_v4_11c_navigation | 11c | How was your navigation experience today? (Select all that apply) | I did not encounter any difficulties with site navigation | i_did_not_encounter_any_difficulties_with_site_navigation | N | Checkbox, one-up vertical | Skip logic group | ||
| Navigation got more confusing as I got deeper into the site | navigation_got_more_confusing_as_i_got_deeper_into_the_site | 11C_Navigation | ||||||||
| Expected links were not present on pages | expected_links_were_not_present_on_pages | |||||||||
| Links did not take me where I expected | links_did_not_take_me_where_i_expected | |||||||||
| I was unsure where I should be clicking within the site | i_was_unsure_where_i_should_be_clicking_within_the_site | |||||||||
| Encountered technical difficulties (links didn't work, received error messages, etc.) | encountered_technical_difficulties_links_didnt_work_received_error_messages_etc | |||||||||
| JLB8418Q034 | us_department_of_treasury_irs_q_irs_web_browse_v4_12_frequency | In the past year, about how often did you visit IRS.gov? | This is my first time | this_is_my_first_time | N | Radio button, one-up vertical | 12_Frequency | |||
| About once a week or more | about_once_a_week_or_more | |||||||||
| About once a month | about_once_a_month | |||||||||
| Every 6 months or less | every_6_months_or_less | |||||||||
| About once a year | about_once_a_year | |||||||||
| Less than once a year | less_than_once_a_year | |||||||||
| JLB8418Q035 | us_department_of_treasury_irs_q_irs_web_browse_v4_13_oe_improvement | If you could change one thing about this website what would it be? Please do NOT provide any personal information (name, Social Security number, etc.) in your response. | N | Text area, no character limit | 13_OE Improvement |
Sheet 5: CQs (2020-04-21)
| Model Name | IRS Main Survey V4 |
|
||||||||
| Model ID | E1xg4pZdttEcYpQk9wEo5A4C | Underlined & Italicized: Re-order | ||||||||
| Partitioned | Yes - 2MQ | 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 |
| JLB8418Q001 | us_department_of_treasury_irs_q_irs_web_browse_v4_1_role | I am visiting IRS.gov today as… | An individual taxpayer (myself, my household, family member, etc.) | 2 | an_individual_taxpayer_myself_my_household_family_member_etc | Y | Radio button, one-up vertical | Skip logic group | 1_Role | |
| A business (corporation, partnership, small business, employee, etc.) | a_business_corporation_partnership_small_business_employee_etc | |||||||||
| A charity or non-profit organization (tax exempt entity, government entity, employee, etc.) | a_charity_or_non_profit_organization_tax_exempt_entity_government_entity_employee_etc | |||||||||
| A tax professional (accountant, attorney, bank trust officer, enrolled agent, tax consultant, tax preparer, etc.) | a_tax_professional_accountant_attorney_bank_trust_officer_enrolled_agent_tax_consultant_tax_preparer_etc | |||||||||
| Other | 1a | other | ||||||||
| JLB8418Q002 | us_department_of_treasury_irs_q_irs_web_browse_v4_1a_other_role | 1a | Please specify what best describes your role today: | N | Text field, <100 char | Skip logic group | 1A_Other Role | |||
| JLB8418Q003 | us_department_of_treasury_irs_q_irs_web_browse_v4_2_individual_roles | 2 | Do any of these situations apply to you? (Select all that apply.) | Standard 1040 Filer (Wage/salary receiving employee) | standard_1040_filer_wage_salary_receiving_employee | N | Check box, one-up vertical | Skip logic group | 2_Individual Roles | |
| Retired | retired | |||||||||
| Have self-employment income (1099) | have_self_employment_income_1099 | |||||||||
| Foreign National Living in the US | foreign_national_living_in_the_us | |||||||||
| US Taxpayer living abroad | us_taxpayer_living_abroad | |||||||||
| Parent acting on behalf of a child | parent_acting_on_behalf_of_a_child | |||||||||
| Active duty military | active_duty_military | |||||||||
| Acting on behalf of a deceased person and/or estate | acting_on_behalf_of_a_deceased_person_and_or_estate | |||||||||
| Disability recipients | disability_recipients | |||||||||
| Other | 2a | other | ||||||||
| JLB8418Q004 | us_department_of_treasury_irs_q_irs_web_browse_v4_2a_other_individual_roles | 2a | Please describe your tax role/situation: | N | Text field, <100 char | Skip logic group | 2A_Other Individual Roles | |||
| JLB8418Q005 | us_department_of_treasury_irs_q_irs_web_browse_v4_3_reason | What was your main reason for visiting IRS.gov today? | COVID-19 tax relief or Economic Impact Payments | Y | Radio button, one-up vertical | Skip logic group | 3_Reason | |||
| Tax forms, publications, or instructions | 4d | tax_forms_publications_or_instructions | ||||||||
| Refund status or refund information | 4b | refund_status_or_refund_information | ||||||||
| Filing or filing information | filing_or_filing_information | |||||||||
| Payments or balance info (make a payment, payment agreements, check balance, find payment info, etc.) | 4a | payments_or_balance_info_make_a_payment_payment_agreements_check_balance_find_payment_info_etc | ||||||||
| Tax records (tax transcript, account transcript, etc.) | 4c | tax_records_tax_transcript_account_transcript_etc | ||||||||
| Other | 3a | other | ||||||||
| JLB8418Q006 | us_department_of_treasury_irs_q_irs_web_browse_v4_3a_reason_ii | 3a | What was your main reason for visiting IRS.gov today? | Tools for tax professionals (e.g., e-services) | tools_for_tax_professionals_eg_e_services | Y | Radio button, one-up vertical | Skip logic group | 3A_Reason II | |
| Free File information | free_file_information | |||||||||
| Tax Identification Number (EIN, PTIN, ITIN, etc.) | 4f | tax_identification_number_ein_ptin_itin_etc | ||||||||
| Penalties | 4e | penalties | ||||||||
| Credits and deduction information | credits_and_deduction_information | |||||||||
| Amended tax return status or amend my previously filed return | amended_tax_return_status_or_amend_my_previously_filed_return | |||||||||
| Identity theft, fraud, or scams | identity_theft_fraud_or_scams | |||||||||
| General tax information | general_tax_information | |||||||||
| Other | 3b | other | ||||||||
| JLB8418Q007 | us_department_of_treasury_irs_q_irs_web_browse_v4_3b_other_reason | 3b | Please specify other reason for visiting: | N | Text field, <100 char | Skip logic group | 3B_Other Reason | |||
| JLB8418Q008 | us_department_of_treasury_irs_q_irs_web_browse_v4_4a_payments | 4a | Please indicate which specific payment tasks describe your visit today. (Select all that apply) | Make an online payment | make_an_online_payment | Y | Checkbox, one-up vertical | Skip logic group | 4A_Payments | |
| Seek information about payment options | seek_information_about_payment_options | |||||||||
| Set up an installment agreement or online payment agreement | 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 | |||||||||
| Look-up, modify, or cancel an existing payment agreement | look_up_modify_or_cancel_an_existing_payment_agreement | |||||||||
| Check my account balance | check_my_account_balance | |||||||||
| View my payment history | view_my_payment_history | |||||||||
| Other | 4aa | other | ||||||||
| JLB8418Q009 | us_department_of_treasury_irs_q_irs_web_browse_v4_4aa_other_payments | 4aa | Please specify your other payment task: | N | Text field, <100 char | Skip logic group | 4AA_Other Payments | |||
| JLB8418Q010 | us_department_of_treasury_irs_q_irs_web_browse_v4_4b_refund | 4b | Please indicate which specific refund tasks describe your visit today. (Select all that apply) | Check status of refund | check_status_of_refund | Y | Checkbox, one-up vertical | Skip logic group | 4B_Refund | |
| General information about tax refunds | general_information_about_tax_refunds | |||||||||
| Review refund FAQs | review_refund_faqs | |||||||||
| Other | 4ba | other | ||||||||
| JLB8418Q011 | us_department_of_treasury_irs_q_irs_web_browse_v4_4ba_other_refund | 4ba | Please specify you other refund task: | N | Text field, <100 char | Skip logic group | 4BA_Other Refund | |||
| JLB8418Q012 | us_department_of_treasury_irs_q_irs_web_browse_v4_4c_transcript | 4c | Please indicate which specific tax records tasks describe your visit today. (Select all that apply) | Download a copy of a transcript | download_a_copy_of_a_transcript | Y | Checkbox, one-up vertical | Skip logic group | 4C_Transcript | |
| Order a transcript in the mail | order_a_transcript_in_the_mail | |||||||||
| Find info about transcripts | find_info_about_transcripts | |||||||||
| Obtain my adjusted gross income (AGI) from a previous year | obtain_my_adjusted_gross_income_agi_from_a_previous_year | |||||||||
| Obtain my filing status from a previous year | obtain_my_filing_status_from_a_previous_year | |||||||||
| View my current or prior year return | view_my_current_or_prior_year_return | |||||||||
| View my balance and payment history | view_my_balance_and_payment_history | |||||||||
| Other | 4ca | other | ||||||||
| JLB8418Q013 | us_department_of_treasury_irs_q_irs_web_browse_v4_4ca_other_transcript | 4ca | Please specify your other tax records task: | N | Text field, <100 char | Skip logic group | 4CA_Other Transcript | |||
| JLB8418Q014 | us_department_of_treasury_irs_q_irs_web_browse_v4_4d_forms | 4d | Please indicate which specific forms, publications or instructions tasks describe your visit today. (Select all that apply) | Download current year tax forms | download_current_year_tax_forms | Y | Checkbox, one-up vertical | Skip logic group | 4D_Forms | |
| Download prior year tax forms | download_prior_year_tax_forms | |||||||||
| Print current year tax forms | print_current_year_tax_forms | |||||||||
| Print prior year tax forms | print_prior_year_tax_forms | |||||||||
| Better understand tax rules and procedures | better_understand_tax_rules_and_procedures | |||||||||
| Order tax forms | order_tax_forms | |||||||||
| e-file my forms | e_file_my_forms | |||||||||
| Find examples of completed forms | find_examples_of_completed_forms | |||||||||
| Other | 4da | other | ||||||||
| JLB8418Q015 | us_department_of_treasury_irs_q_irs_web_browse_v4_4da_other_forms | 4da | Please specify your other forms, publications or instructions task: | N | Text field, <100 char | Skip logic group | 4DA_Other Forms | |||
| JLB8418Q016 | us_department_of_treasury_irs_q_irs_web_browse_v4_4e_penalties | 4e | Please indicate which specific penalties tasks describe your visit today. (Select all that apply) | Learn about penalties for individual taxpayers | learn_about_penalties_for_individual_taxpayers | Y | Checkbox, one-up vertical | Skip logic group | 4E_Penalties | |
| Learn about penalties for small businesses or corporations | learn_about_penalties_for_small_businesses_or_corporations | |||||||||
| Learn how to avoid a penalty | learn_how_to_avoid_a_penalty | |||||||||
| Learn how to compute a penalty | learn_how_to_compute_a_penalty | |||||||||
| Learn about penalty relief criteria | learn_about_penalty_relief_criteria | |||||||||
| Learn how to request penalty relief | learn_how_to_request_penalty_relief | |||||||||
| Learn how to appeal a rejected request for penalty relief | learn_how_to_appeal_a_rejected_request_for_penalty_relief | |||||||||
| Learn about IRA additional tax penalties | learn_about_ira_additional_tax_penalties | |||||||||
| See what penalties I owe and/or the amounts due | see_what_penalties_i_owe_and_or_the_amounts_due | |||||||||
| Make a payment | make_a_payment | |||||||||
| Other | 4ea | other | ||||||||
| JLB8418Q017 | us_department_of_treasury_irs_q_irs_web_browse_v4_4ea_other_penalties | 4ea | Please specify your other penalties task: | N | Text field, <100 char | Skip logic group | 4EA_Other Penalties | |||
| JLB8418Q018 | us_department_of_treasury_irs_q_irs_web_browse_v4_4f_id_number | 4f | What type of identification number did you want to request or find more information about? | Employer Identification Number (EIN) | employer_identification_number_ein | Y | Radio button, one-up vertical | Skip logic group | 4F_ID Number | |
| Preparer Tax Identification Number (PTIN) | preparer_tax_identification_number_ptin | |||||||||
| Electronic Filing Identification Number (EFIN) | electronic_filing_identification_number_efin | |||||||||
| Individual Tax Identification Number (ITIN) | individual_tax_identification_number_itin | |||||||||
| FATCA Identification Number (FIN) or FATCA Entity ID | fatca_identification_number_fin_or_fatca_entity_id | |||||||||
| Identity Protection Personal Identification Number (IP PIN) | identity_protection_personal_identification_number_ip_pin | |||||||||
| Other | 4fa | other | ||||||||
| Not sure/don't know | not_sure_dont_know | |||||||||
| JLB8418Q019 | us_department_of_treasury_irs_q_irs_web_browse_v4_4fa_other_id_number | 4fa | Please specify what identification number information were looking for: | N | Text area, <100 characters | Skip logic group | 4FA_Other ID Number | |||
| JLB8418Q020 | us_department_of_treasury_irs_q_irs_web_browse_v4_5_contact | 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 | have_not_been_in_contact_with_the_irs_for_this_reason | N | Checkbox, one-up vertical | 5_Contact | |||
| Received a notice or letter from the IRS | received_a_notice_or_letter_from_the_irs | |||||||||
| Called the IRS and spoke to a customer service representative | called_the_irs_and_spoke_to_a_customer_service_representative | |||||||||
| Called the IRS and used the automated phone system to get information | called_the_irs_and_used_the_automated_phone_system_to_get_information | |||||||||
| Visited an IRS office (Taxpayer Assistance Center) | visited_an_irs_office_taxpayer_assistance_center | |||||||||
| Visited IRS.gov | visited_irsgov | |||||||||
| JLB8418Q021 | us_department_of_treasury_irs_q_irs_web_browse_v4_6_quality | Please rate your agreement with the following statements about your visit to IRS.gov today: My need was addressed. | Strongly Disagree | 6a | strongly_disagree | Y | Radio button, one-up vertical | Skip logic group | 6_Quality | |
| Disagree | 6a | disagree | ||||||||
| Neutral | neutral | |||||||||
| Agree | agree | |||||||||
| Strongly Agree | strongly_agree | |||||||||
| JLB8418Q022 | us_department_of_treasury_irs_q_irs_web_browse_v4_6a_oe_need | 6a | Why was your need not addressed? Please do NOT provide any personal information (name, Social Security number, etc.) in your response. |
N | Text area, <255 character limit | Skip logic group | 6A_OE Need | |||
| JLB8418Q023 | us_department_of_treasury_irs_q_irs_web_browse_v4_7_ease | It was easy to complete what I needed to do. | Strongly Disagree | strongly_disagree | Y | Radio button, one-up vertical | 7_Ease | |||
| Disagree | disagree | |||||||||
| Neutral | neutral | |||||||||
| Agree | agree | |||||||||
| Strongly Agree | strongly_agree | |||||||||
| JLB8418Q024 | us_department_of_treasury_irs_q_irs_web_browse_v4_8_efficiency | It took a reasonable amount of time to do what I needed to do. | Strongly Disagree | strongly_disagree | Y | Radio button, one-up vertical | 8_Efficiency | |||
| Disagree | disagree | |||||||||
| Neutral | neutral | |||||||||
| Agree | agree | |||||||||
| Strongly Agree | strongly_agree | |||||||||
| JLB8418Q025 | us_department_of_treasury_irs_q_irs_web_browse_v4_9_confidence | This interaction increased my confidence in the IRS. | Strongly Disagree | strongly_disagree | Y | Radio button, one-up vertical | 9_Confidence | |||
| Disagree | disagree | |||||||||
| Neutral | neutral | |||||||||
| Agree | agree | |||||||||
| Strongly Agree | strongly_agree | |||||||||
| JLB8418Q026 | us_department_of_treasury_irs_q_irs_web_browse_v4_10_login | 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 | i_did_not_have_to_log_in_or_create_an_account | N | Radio button, one-up vertical | Skip logic group | 10_Login | ||
| I successfully logged in or created an account | 10b | i_successfully_logged_in_or_created_an_account | ||||||||
| I was unable to log in or create an account | 10a | i_was_unable_to_log_in_or_create_an_account | ||||||||
| JLB8418Q027 | us_department_of_treasury_irs_q_irs_web_browse_v4_10a_oe_login | 10a | What prevented you from logging into an IRS online tool today? (Please don't provide any personal information in your response) | N | Text area, no character limit | Skip logic group | 10A_OE Login | |||
| JLB8418Q028 | us_department_of_treasury_irs_q_irs_web_browse_v4_10b_online_tool | 10b | Which IRS online tool(s) did you use today? (Select all that apply) | Your account | your_account | N | Checkbox, one-up vertical | Skip logic group | 10B_Online Tool | |
| Direct Pay | direct_pay | |||||||||
| Where's My Refund | wheres_my_refund | |||||||||
| Get Transcript | get_transcript | |||||||||
| Other | 10c | other | ||||||||
| JLB8418Q029 | us_department_of_treasury_irs_q_irs_web_browse_v4_10c_oe_online_tool | 10c | Please specify which online tools you used today: | N | Text area, <100 character limit | Skip logic group | 10C_OE Online Tool | |||
| JLB8418Q030 | us_department_of_treasury_irs_q_irs_web_browse_v4_11_information | How did you look for information today? (Select all that apply) | Search engine (such as Google or Bing) brought me to IRS website | search_engine_such_as_google_or_bing_brought_me_to_irs_website | N | Checkbox, one-up vertical | Skip logic group | 11_Information | ||
| Used IRS website search | 11a | used_irs_website_search | ||||||||
| Navigated through IRS website menu and/or links | 11c | navigated_through_irs_website_menu_and_or_links | ||||||||
| Typed link directly into the browser or bookmarked link | typed_link_directly_into_the_browser_or_bookmarked_link | |||||||||
| Other | other | |||||||||
| JLB8418Q031 | us_department_of_treasury_irs_q_irs_web_browse_v4_11a_search | 11a | How was your search experience today? | I found what I was looking for in the Top Recommendations | i_found_what_i_was_looking_for_in_the_top_recommendations | N | Radio button, one-up vertical | Skip logic group | 11A_Search | |
| Search delivered a helpful set of results | search_delivered_a_helpful_set_of_results | |||||||||
| I was able to find what I searched for, but it wasn’t easy | 11b | i_was_able_to_find_what_i_searched_for_but_it_wasn’t_easy | ||||||||
| Search did not deliver a helpful set of results | 11b | search_did_not_deliver_a_helpful_set_of_results | ||||||||
| JLB8418Q032 | us_department_of_treasury_irs_q_irs_web_browse_v4_11b_oe_search_term | 11b | What specific search term(s) did you use to find information on IRS.gov? | N | Text area, <100 character limit | Skip logic group | 11B_OE Search Term | |||
| JLB8418Q033 | us_department_of_treasury_irs_q_irs_web_browse_v4_11c_navigation | 11c | How was your navigation experience today? (Select all that apply) | I did not encounter any difficulties with site navigation | i_did_not_encounter_any_difficulties_with_site_navigation | N | Checkbox, one-up vertical | Skip logic group | ||
| Navigation got more confusing as I got deeper into the site | navigation_got_more_confusing_as_i_got_deeper_into_the_site | 11C_Navigation | ||||||||
| Expected links were not present on pages | expected_links_were_not_present_on_pages | |||||||||
| Links did not take me where I expected | links_did_not_take_me_where_i_expected | |||||||||
| I was unsure where I should be clicking within the site | i_was_unsure_where_i_should_be_clicking_within_the_site | |||||||||
| Encountered technical difficulties (links didn't work, received error messages, etc.) | encountered_technical_difficulties_links_didnt_work_received_error_messages_etc | |||||||||
| JLB8418Q034 | us_department_of_treasury_irs_q_irs_web_browse_v4_12_frequency | In the past year, about how often did you visit IRS.gov? | This is my first time | this_is_my_first_time | N | Radio button, one-up vertical | 12_Frequency | |||
| About once a week or more | about_once_a_week_or_more | |||||||||
| About once a month | about_once_a_month | |||||||||
| Every 6 months or less | every_6_months_or_less | |||||||||
| About once a year | about_once_a_year | |||||||||
| Less than once a year | less_than_once_a_year | |||||||||
| JLB8418Q035 | us_department_of_treasury_irs_q_irs_web_browse_v4_13_oe_improvement | If you could change one thing about this website what would it be? Please do NOT provide any personal information (name, Social Security number, etc.) in your response. | N | Text area, no character limit | 13_OE Improvement |
Sheet 6: CQs (2020-04-08)
| Model Name | IRS Main Survey V4 |
|
||||||||
| Model ID | E1xg4pZdttEcYpQk9wEo5A4C | Underlined & Italicized: Re-order | ||||||||
| Partitioned | Yes - 2MQ | 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 |
| JLB8418Q001 | us_department_of_treasury_irs_q_irs_web_browse_v4_1_role | I am visiting IRS.gov today as… | An individual taxpayer (myself, my household, family member, etc.) | 2 | an_individual_taxpayer_myself_my_household_family_member_etc | Y | Radio button, one-up vertical | Skip logic group | 1_Role | |
| A business (corporation, partnership, small business, employee, etc.) | a_business_corporation_partnership_small_business_employee_etc | |||||||||
| A charity or non-profit organization (tax exempt entity, government entity, employee, etc.) | a_charity_or_non_profit_organization_tax_exempt_entity_government_entity_employee_etc | |||||||||
| A tax professional (accountant, attorney, bank trust officer, enrolled agent, tax consultant, tax preparer, etc.) | a_tax_professional_accountant_attorney_bank_trust_officer_enrolled_agent_tax_consultant_tax_preparer_etc | |||||||||
| Other | 1a | other | ||||||||
| JLB8418Q002 | us_department_of_treasury_irs_q_irs_web_browse_v4_1a_other_role | 1a | Please specify what best describes your role today: | N | Text field, <100 char | Skip logic group | 1A_Other Role | |||
| JLB8418Q003 | us_department_of_treasury_irs_q_irs_web_browse_v4_2_individual_roles | 2 | Do any of these situations apply to you? (Select all that apply.) | Standard 1040 Filer (Wage/salary receiving employee) | standard_1040_filer_wage_salary_receiving_employee | N | Check box, one-up vertical | Skip logic group | 2_Individual Roles | |
| Retired | retired | |||||||||
| Have self-employment income (1099) | have_self_employment_income_1099 | |||||||||
| Foreign National Living in the US | foreign_national_living_in_the_us | |||||||||
| US Taxpayer living abroad | us_taxpayer_living_abroad | |||||||||
| Parent acting on behalf of a child | parent_acting_on_behalf_of_a_child | |||||||||
| Active duty military | active_duty_military | |||||||||
| Acting on behalf of a deceased person and/or estate | acting_on_behalf_of_a_deceased_person_and_or_estate | |||||||||
| Disability recipients | disability_recipients | |||||||||
| Other | 2a | other | ||||||||
| JLB8418Q004 | us_department_of_treasury_irs_q_irs_web_browse_v4_2a_other_individual_roles | 2a | Please describe your tax role/situation: | N | Text field, <100 char | Skip logic group | 2A_Other Individual Roles | |||
| JLB8418Q005 | us_department_of_treasury_irs_q_irs_web_browse_v4_3_reason | What was your main reason for visiting IRS.gov today? | COVID-19 tax relief or Economic Impact Payments | Y | Radio button, one-up vertical | Skip logic group | 3_Reason | |||
| Tax forms, publications, or instructions | 4d | tax_forms_publications_or_instructions | ||||||||
| Refund status or refund information | 4b | refund_status_or_refund_information | ||||||||
| Filing or filing information | filing_or_filing_information | |||||||||
| Payments or balance info (make a payment, payment agreements, check balance, find payment info, etc.) | 4a | payments_or_balance_info_make_a_payment_payment_agreements_check_balance_find_payment_info_etc | ||||||||
| Tax records (tax transcript, account transcript, etc.) | 4c | tax_records_tax_transcript_account_transcript_etc | ||||||||
| Other | 3a | other | ||||||||
| JLB8418Q006 | us_department_of_treasury_irs_q_irs_web_browse_v4_3a_reason_ii | 3a | What was your main reason for visiting IRS.gov today? | Tools for tax professionals (e.g., e-services) | tools_for_tax_professionals_eg_e_services | Y | Radio button, one-up vertical | Skip logic group | 3A_Reason II | |
| Free File information | free_file_information | |||||||||
| Tax Identification Number (EIN, PTIN, ITIN, etc.) | 4f | tax_identification_number_ein_ptin_itin_etc | ||||||||
| Penalties | 4e | penalties | ||||||||
| Credits and deduction information | credits_and_deduction_information | |||||||||
| Amended tax return status or amend my previously filed return | amended_tax_return_status_or_amend_my_previously_filed_return | |||||||||
| Identity theft, fraud, or scams | identity_theft_fraud_or_scams | |||||||||
| General tax information | general_tax_information | |||||||||
| Other | 3b | other | ||||||||
| JLB8418Q007 | us_department_of_treasury_irs_q_irs_web_browse_v4_3b_other_reason | 3b | Please specify other reason for visiting: | N | Text field, <100 char | Skip logic group | 3B_Other Reason | |||
| JLB8418Q008 | us_department_of_treasury_irs_q_irs_web_browse_v4_4a_payments | 4a | Please indicate which specific payment tasks describe your visit today. (Select all that apply) | Make an online payment | make_an_online_payment | Y | Checkbox, one-up vertical | Skip logic group | 4A_Payments | |
| Seek information about payment options | seek_information_about_payment_options | |||||||||
| Set up an installment agreement or online payment agreement | 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 | |||||||||
| Look-up, modify, or cancel an existing payment agreement | look_up_modify_or_cancel_an_existing_payment_agreement | |||||||||
| Check my account balance | check_my_account_balance | |||||||||
| View my payment history | view_my_payment_history | |||||||||
| Other | 4aa | other | ||||||||
| JLB8418Q009 | us_department_of_treasury_irs_q_irs_web_browse_v4_4aa_other_payments | 4aa | Please specify your other payment task: | N | Text field, <100 char | Skip logic group | 4AA_Other Payments | |||
| JLB8418Q010 | us_department_of_treasury_irs_q_irs_web_browse_v4_4b_refund | 4b | Please indicate which specific refund tasks describe your visit today. (Select all that apply) | Check status of refund | check_status_of_refund | Y | Checkbox, one-up vertical | Skip logic group | 4B_Refund | |
| General information about tax refunds | general_information_about_tax_refunds | |||||||||
| Review refund FAQs | review_refund_faqs | |||||||||
| Other | 4ba | other | ||||||||
| JLB8418Q011 | us_department_of_treasury_irs_q_irs_web_browse_v4_4ba_other_refund | 4ba | Please specify you other refund task: | N | Text field, <100 char | Skip logic group | 4BA_Other Refund | |||
| JLB8418Q012 | us_department_of_treasury_irs_q_irs_web_browse_v4_4c_transcript | 4c | Please indicate which specific tax records tasks describe your visit today. (Select all that apply) | Download a copy of a transcript | download_a_copy_of_a_transcript | Y | Checkbox, one-up vertical | Skip logic group | 4C_Transcript | |
| Order a transcript in the mail | order_a_transcript_in_the_mail | |||||||||
| Find info about transcripts | find_info_about_transcripts | |||||||||
| Obtain my adjusted gross income (AGI) from a previous year | obtain_my_adjusted_gross_income_agi_from_a_previous_year | |||||||||
| Obtain my filing status from a previous year | obtain_my_filing_status_from_a_previous_year | |||||||||
| View my current or prior year return | view_my_current_or_prior_year_return | |||||||||
| View my balance and payment history | view_my_balance_and_payment_history | |||||||||
| Other | 4ca | other | ||||||||
| JLB8418Q013 | us_department_of_treasury_irs_q_irs_web_browse_v4_4ca_other_transcript | 4ca | Please specify your other tax records task: | N | Text field, <100 char | Skip logic group | 4CA_Other Transcript | |||
| JLB8418Q014 | us_department_of_treasury_irs_q_irs_web_browse_v4_4d_forms | 4d | Please indicate which specific forms, publications or instructions tasks describe your visit today. (Select all that apply) | Download current year tax forms | download_current_year_tax_forms | Y | Checkbox, one-up vertical | Skip logic group | 4D_Forms | |
| Download prior year tax forms | download_prior_year_tax_forms | |||||||||
| Print current year tax forms | print_current_year_tax_forms | |||||||||
| Print prior year tax forms | print_prior_year_tax_forms | |||||||||
| Better understand tax rules and procedures | better_understand_tax_rules_and_procedures | |||||||||
| Order tax forms | order_tax_forms | |||||||||
| e-file my forms | e_file_my_forms | |||||||||
| Find examples of completed forms | find_examples_of_completed_forms | |||||||||
| Other | 4da | other | ||||||||
| JLB8418Q015 | us_department_of_treasury_irs_q_irs_web_browse_v4_4da_other_forms | 4da | Please specify your other forms, publications or instructions task: | N | Text field, <100 char | Skip logic group | 4DA_Other Forms | |||
| JLB8418Q016 | us_department_of_treasury_irs_q_irs_web_browse_v4_4e_penalties | 4e | Please indicate which specific penalties tasks describe your visit today. (Select all that apply) | Learn about penalties for individual taxpayers | learn_about_penalties_for_individual_taxpayers | Y | Checkbox, one-up vertical | Skip logic group | 4E_Penalties | |
| Learn about penalties for small businesses or corporations | learn_about_penalties_for_small_businesses_or_corporations | |||||||||
| Learn how to avoid a penalty | learn_how_to_avoid_a_penalty | |||||||||
| Learn how to compute a penalty | learn_how_to_compute_a_penalty | |||||||||
| Learn about penalty relief criteria | learn_about_penalty_relief_criteria | |||||||||
| Learn how to request penalty relief | learn_how_to_request_penalty_relief | |||||||||
| Learn how to appeal a rejected request for penalty relief | learn_how_to_appeal_a_rejected_request_for_penalty_relief | |||||||||
| Learn about IRA additional tax penalties | learn_about_ira_additional_tax_penalties | |||||||||
| See what penalties I owe and/or the amounts due | see_what_penalties_i_owe_and_or_the_amounts_due | |||||||||
| Make a payment | make_a_payment | |||||||||
| Other | 4ea | other | ||||||||
| JLB8418Q017 | us_department_of_treasury_irs_q_irs_web_browse_v4_4ea_other_penalties | 4ea | Please specify your other penalties task: | N | Text field, <100 char | Skip logic group | 4EA_Other Penalties | |||
| JLB8418Q018 | us_department_of_treasury_irs_q_irs_web_browse_v4_4f_id_number | 4f | What type of identification number did you want to request or find more information about? | Employer Identification Number (EIN) | employer_identification_number_ein | Y | Radio button, one-up vertical | Skip logic group | 4F_ID Number | |
| Preparer Tax Identification Number (PTIN) | preparer_tax_identification_number_ptin | |||||||||
| Electronic Filing Identification Number (EFIN) | electronic_filing_identification_number_efin | |||||||||
| Individual Tax Identification Number (ITIN) | individual_tax_identification_number_itin | |||||||||
| FATCA Identification Number (FIN) or FATCA Entity ID | fatca_identification_number_fin_or_fatca_entity_id | |||||||||
| Identity Protection Personal Identification Number (IP PIN) | identity_protection_personal_identification_number_ip_pin | |||||||||
| Other | 4fa | other | ||||||||
| Not sure/don't know | not_sure_dont_know | |||||||||
| JLB8418Q019 | us_department_of_treasury_irs_q_irs_web_browse_v4_4fa_other_id_number | 4fa | Please specify what identification number information were looking for: | N | Text area, <100 characters | Skip logic group | 4FA_Other ID Number | |||
| JLB8418Q020 | us_department_of_treasury_irs_q_irs_web_browse_v4_5_contact | 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 | have_not_been_in_contact_with_the_irs_for_this_reason | N | Checkbox, one-up vertical | 5_Contact | |||
| Received a notice or letter from the IRS | received_a_notice_or_letter_from_the_irs | |||||||||
| Called the IRS and spoke to a customer service representative | called_the_irs_and_spoke_to_a_customer_service_representative | |||||||||
| Called the IRS and used the automated phone system to get information | called_the_irs_and_used_the_automated_phone_system_to_get_information | |||||||||
| Visited an IRS office (Taxpayer Assistance Center) | visited_an_irs_office_taxpayer_assistance_center | |||||||||
| Visited IRS.gov | visited_irsgov | |||||||||
| JLB8418Q021 | us_department_of_treasury_irs_q_irs_web_browse_v4_6_quality | Please rate your agreement with the following statements about your visit to IRS.gov today: My need was addressed. | Strongly Disagree | 6a | strongly_disagree | Y | Radio button, one-up vertical | Skip logic group | 6_Quality | |
| Disagree | 6a | disagree | ||||||||
| Neutral | neutral | |||||||||
| Agree | agree | |||||||||
| Strongly Agree | strongly_agree | |||||||||
| JLB8418Q022 | us_department_of_treasury_irs_q_irs_web_browse_v4_6a_oe_need | 6a | Why was your need not addressed? | N | Text area, <255 character limit | Skip logic group | 6A_OE Need | |||
| JLB8418Q023 | us_department_of_treasury_irs_q_irs_web_browse_v4_7_ease | It was easy to complete what I needed to do. | Strongly Disagree | strongly_disagree | Y | Radio button, one-up vertical | 7_Ease | |||
| Disagree | disagree | |||||||||
| Neutral | neutral | |||||||||
| Agree | agree | |||||||||
| Strongly Agree | strongly_agree | |||||||||
| JLB8418Q024 | us_department_of_treasury_irs_q_irs_web_browse_v4_8_efficiency | It took a reasonable amount of time to do what I needed to do. | Strongly Disagree | strongly_disagree | Y | Radio button, one-up vertical | 8_Efficiency | |||
| Disagree | disagree | |||||||||
| Neutral | neutral | |||||||||
| Agree | agree | |||||||||
| Strongly Agree | strongly_agree | |||||||||
| JLB8418Q025 | us_department_of_treasury_irs_q_irs_web_browse_v4_9_confidence | This interaction increased my confidence in the IRS. | Strongly Disagree | strongly_disagree | Y | Radio button, one-up vertical | 9_Confidence | |||
| Disagree | disagree | |||||||||
| Neutral | neutral | |||||||||
| Agree | agree | |||||||||
| Strongly Agree | strongly_agree | |||||||||
| JLB8418Q026 | us_department_of_treasury_irs_q_irs_web_browse_v4_10_login | 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 | i_did_not_have_to_log_in_or_create_an_account | N | Radio button, one-up vertical | Skip logic group | 10_Login | ||
| I successfully logged in or created an account | 10b | i_successfully_logged_in_or_created_an_account | ||||||||
| I was unable to log in or create an account | 10a | i_was_unable_to_log_in_or_create_an_account | ||||||||
| JLB8418Q027 | us_department_of_treasury_irs_q_irs_web_browse_v4_10a_oe_login | 10a | What prevented you from logging into an IRS online tool today? (Please don't provide any personal information in your response) | N | Text area, no character limit | Skip logic group | 10A_OE Login | |||
| JLB8418Q028 | us_department_of_treasury_irs_q_irs_web_browse_v4_10b_online_tool | 10b | Which IRS online tool(s) did you use today? (Select all that apply) | Your account | your_account | N | Checkbox, one-up vertical | Skip logic group | 10B_Online Tool | |
| Direct Pay | direct_pay | |||||||||
| Where's My Refund | wheres_my_refund | |||||||||
| Get Transcript | get_transcript | |||||||||
| Other | 10c | other | ||||||||
| JLB8418Q029 | us_department_of_treasury_irs_q_irs_web_browse_v4_10c_oe_online_tool | 10c | Please specify which online tools you used today: | N | Text area, <100 character limit | Skip logic group | 10C_OE Online Tool | |||
| JLB8418Q030 | us_department_of_treasury_irs_q_irs_web_browse_v4_11_information | How did you look for information today? (Select all that apply) | Search engine (such as Google or Bing) brought me to IRS website | search_engine_such_as_google_or_bing_brought_me_to_irs_website | N | Checkbox, one-up vertical | Skip logic group | 11_Information | ||
| Used IRS website search | 11a | used_irs_website_search | ||||||||
| Navigated through IRS website menu and/or links | 11c | navigated_through_irs_website_menu_and_or_links | ||||||||
| Typed link directly into the browser or bookmarked link | typed_link_directly_into_the_browser_or_bookmarked_link | |||||||||
| Other | other | |||||||||
| JLB8418Q031 | us_department_of_treasury_irs_q_irs_web_browse_v4_11a_search | 11a | How was your search experience today? | I found what I was looking for in the Top Recommendations | i_found_what_i_was_looking_for_in_the_top_recommendations | N | Radio button, one-up vertical | Skip logic group | 11A_Search | |
| Search delivered a helpful set of results | search_delivered_a_helpful_set_of_results | |||||||||
| I was able to find what I searched for, but it wasn’t easy | 11b | i_was_able_to_find_what_i_searched_for_but_it_wasn’t_easy | ||||||||
| Search did not deliver a helpful set of results | 11b | search_did_not_deliver_a_helpful_set_of_results | ||||||||
| JLB8418Q032 | us_department_of_treasury_irs_q_irs_web_browse_v4_11b_oe_search_term | 11b | What specific search term(s) did you use to find information on IRS.gov? | N | Text area, <100 character limit | Skip logic group | 11B_OE Search Term | |||
| JLB8418Q033 | us_department_of_treasury_irs_q_irs_web_browse_v4_11c_navigation | 11c | How was your navigation experience today? (Select all that apply) | I did not encounter any difficulties with site navigation | i_did_not_encounter_any_difficulties_with_site_navigation | N | Checkbox, one-up vertical | Skip logic group | ||
| Navigation got more confusing as I got deeper into the site | navigation_got_more_confusing_as_i_got_deeper_into_the_site | 11C_Navigation | ||||||||
| Expected links were not present on pages | expected_links_were_not_present_on_pages | |||||||||
| Links did not take me where I expected | links_did_not_take_me_where_i_expected | |||||||||
| I was unsure where I should be clicking within the site | i_was_unsure_where_i_should_be_clicking_within_the_site | |||||||||
| Encountered technical difficulties (links didn't work, received error messages, etc.) | encountered_technical_difficulties_links_didnt_work_received_error_messages_etc | |||||||||
| JLB8418Q034 | us_department_of_treasury_irs_q_irs_web_browse_v4_12_frequency | In the past year, about how often did you visit IRS.gov? | This is my first time | this_is_my_first_time | N | Radio button, one-up vertical | 12_Frequency | |||
| About once a week or more | about_once_a_week_or_more | |||||||||
| About once a month | about_once_a_month | |||||||||
| Every 6 months or less | every_6_months_or_less | |||||||||
| About once a year | about_once_a_year | |||||||||
| Less than once a year | less_than_once_a_year | |||||||||
| JLB8418Q035 | us_department_of_treasury_irs_q_irs_web_browse_v4_13_oe_improvement | If you could change one thing about this website what would it be? | N | Text area, no character limit | 13_OE Improvement |
| File Type | application/vnd.openxmlformats-officedocument.spreadsheetml.sheet |
| File Modified | 0000-00-00 |
| File Created | 0000-00-00 |
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