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30689 Q_IRS Web Browse V4_20210611_DOT (1)

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30689 Q_IRS Web Browse V4_20210611_DOT (1)
Jon Cioffi
Calc
2022-03-15
2026-10-19
complete

Extracted 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 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

ForeSee Results - Confidential and Proprietary

Model Name
Model ID
Partitioned
Date
Model Version

Label
1 Look and Feel Appeal
2 Look and Feel Balance
3 Look and Feel Readability

IRS Spanish V4
E1xg4pZdttEcYpQk9wEo5A4C
Yes - 2MQ

Red & Strike-Through: Delete
Underlined & Italicized: Re-order
Pink: Addition
Blue: Reword

17.3.Y

Element Questions
Look and Feel (1=Poor, 10=Excellent, Don't Know)
Please rate the visual appeal of IRS.gov.
Please rate the balance of graphics and text on IRS.gov.
Please rate the readability of the pages on IRS.gov.

Site Performance (1=Poor, 10=Excellent, Don't Know)
4 Site Performance Please rate how quickly pages load on IRS.gov.
- Loading

Label
16 Satisfaction Overall
17 Satisfaction Expectations
18 Satisfaction Ideal

Satisfaction Questions
Satisfaction
What is your overall satisfaction with IRS.gov?
(1=Very Dissatisfied, 10=Very Satisfied)
How well does IRS.gov meet your expectations?
(1=Falls Short, 10=Exceeds)
How does IRS.gov compare to your idea of an ideal
website?
(1=Not Very Close, 10=Very Close)

Label
19 Return

Future Behaviors
Return (1=Very Unlikely, 10=Very Likely)
How likely are you to return to IRS.gov?
Recommend (1=Very Unlikely, 10=Very Likely)

20 Recommend

How likely are you to recommend IRS.gov to someone else?

21 Primary
Resource

Primary Resource (1=Very Unlikely, 10=Very Likely)
How likely are you to use IRS.gov as your primary resource
for tax information?

5 Site Performance Please rate the consistency of speed from page to page on
- Consistency
IRS.gov.
6 Site Performance Please rate how completely the page content loads on
- Completeness IRS.gov.
7 Navigation Organized
8 Navigation Options
9 Navigation Layout
10 Information
Browsing - Sort
11 Information
Browsing Narrow
12 Information
Browsing Features

Navigation (1=Poor, 10=Excellent, Don't Know)
Please rate how well IRS.gov is organized.
Please rate the options available for navigating IRS.gov.
Please rate how well IRS.gov layout helps you find what
you need.
Information Browsing (1=Poor, 10=Excellent, Don't Know)
Please rate the ability to sort information by criteria that
are important to you on IRS.gov.
Please rate the ability to narrow choices to find the
information you are looking for on IRS.gov.
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 - Please rate the thoroughness of information provided on
IRS.gov.
Thoroughness
14 Site Information - Please rate how understandable IRS.gov’s information is.
Understandable
15 Site Information - Please rate how well IRS.gov’s information provides
answers to your questions.
Answers

ForeSee Results - Confidential and Proprietary

Model Name
Model ID
Partitioned
Date

IRS Main Survey V4
E1xg4pZdttEcYpQk9wEo5A4C
Yes - 2MQ

AP
Question Skip From
Question Text
Tag
JLB8418Q001 us_depart
I am visiting IRS.gov today as…
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_1_rol
e
QID

JLB8418Q002 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_1a_ot
her_role
JLB8418Q003 us_depart
ment_of_tr
easury_irs
_q_irs_we

Please specify what best describes your role
today:

1a
2

Do any of these situations apply to you? (Select
all that apply.)

JLB8418Q004 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_2a_ot
her_indivi
dual_roles

Please describe your tax role/situation:

2a

JLB8418Q005 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_3_rea
son

What was your main reason for visiting
IRS.gov today?

JLB8418Q006 us_depart
ment_of_tr
easury_irs
_q_irs_we

3a

What was your main reason for visiting
IRS.gov today?

JLB8418Q007 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_3b_ot
her_reaso
n

3b

Please specify other reason for visiting:

JLB8418Q008 us_depart
ment_of_tr
easury_irs
_q_irs_we

4a

Please indicate which specific payment tasks
describe your visit today. (Select all that apply)

JLB8418Q009 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_4aa_
other_pay
ments
JLB8418Q010 us_depart
ment_of_tr
easury_irs
_q_irs_we

4aa

Please specify your other payment task:

4b

Please indicate which specific refund tasks
describe your visit today. (Select all that apply)

JLB8418Q011 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_4ba_
other_refu
nd
JLB8418Q012 us_depart
ment_of_tr
easury_irs
_q_irs_we

4ba

Please specify you other refund task:

4c

Please indicate which specific tax records tasks
describe your visit today. (Select all that apply)

JLB8418Q013 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_4ca_
other_tran
script
JLB8418Q014 us_depart
ment_of_tr
easury_irs
_q_irs_we

4ca

Please specify your other tax records task:

4d

Please indicate which specific forms,
publications or instructions tasks describe your
visit today. (Select all that apply)

JLB8418Q015 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_4da_
other_for
ms
JLB8418Q016 us_depart
ment_of_tr
easury_irs
_q_irs_we

4da

Please specify your other forms, publications or
instructions task:

4e

Please indicate which specific penalties tasks
describe your visit today. (Select all that apply)

JLB8418Q017 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_4ea_
other_pen
alties
JLB8418Q018 us_depart
ment_of_tr
easury_irs
_q_irs_we

4ea

Please specify your other penalties task:

4f

What type of identification number did you want
to request or find more information about?

JLB8418Q019 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_4fa_o
ther_id_nu
mber
JLB8418Q020 us_depart
ment_of_tr
easury_irs
_q_irs_we

4fa

Please specify what identification number
information were looking for:

Prior to this visit, what contact have you had with
the IRS about your main reason for visiting?
(Select all that apply)

JLB8418Q021 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_6_qu
ality

JLB8418Q022 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_6a_o
e_need

Please rate your agreement with the following
statements about your visit to IRS.gov today: My
need was addressed.

6a

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

JLB8418Q023 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_7_ea
se

It was easy to complete what I needed to do.

JLB8418Q024 us_depart
ment_of_tr
easury_irs
_q_irs_we

It took a reasonable amount of time to do what I
needed to do.

JLB8418Q025 us_depart
ment_of_tr
easury_irs
_q_irs_we

This interaction increased my confidence in the
IRS.

JLB8418Q026 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_10_lo
gin

Were you able to log in to (or create an account
for) any IRS online tool today?

JLB8418Q027 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
JLB8418Q028 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_10b_
online_too
l

10a

What prevented you from logging into an IRS
online tool today? (Please don't provide any
personal information in your response)

10b

Which IRS online tool(s) did you use today?
(Select all that apply)

JLB8418Q029 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_10c_
oe_online
_tool
JLB8418Q030 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_11_in
formation

10c

Please specify which online tools you used today:

JLB8418Q031 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_11a_
search

11a

How did you look for information today? (Select all
that apply)

How was your search experience today?

JLB8418Q032 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_11b_
oe_search
_term
JLB8418Q033 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_11c_
navigation

11b

What specific search term(s) did you use to find
information on IRS.gov?

11c

How was your navigation experience today?
(Select all that apply)

JLB8418Q034 us_depart
ment_of_tr
easury_irs
_q_irs_we

In the past year, about how often did you visit
IRS.gov?

JLB8418Q035 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_13_o
e_improve
ment

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.

Answer Choices
An individual taxpayer (myself, my household, family member,
etc.)

Skip To
2

A business (corporation, partnership, small business, 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.)

Other

1a

Standard 1040 Filer (Wage/salary receiving employee)
Retired
Have self-employment income (1099)
Foreign National Living in the US
US Taxpayer living abroad
Parent acting on behalf of a child
Active duty military
Acting on behalf of a deceased person and/or estate
Disability recipients
Other

2a

Economic impact payment information

Refund status

4b

Tax forms, publications, or instructions

4d

Child tax credit payment information
Filing or filing information
Payments, payment plans or balance information

4a

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

4c

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

3a

Free File information
Tax Identification Number (EIN, PTIN, ITIN, etc.)
Penalties
Credits and deduction information

4f
4e

Amended tax return status or information

Identity theft, fraud, or scams
General tax information
Other

3b

Make an online payment
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
Other

4aa

Check status of refund
General information about tax refunds
Review refund FAQs
Other

Download a copy of a transcript

Order a transcript in the mail
Find info about transcripts
Obtain my adjusted gross income (AGI) from a previous year

Obtain my filing status from a previous year
View my current or prior year return
View my balance and payment history

4ba

Other

4ca

Download current year tax forms

Download prior year tax forms
Print current year tax forms
Print prior year tax forms
Better understand tax rules and procedures
Order tax forms
e-file my forms
Find examples of completed forms
Other

Learn about penalties for individual taxpayers
Learn about penalties for small businesses or corporations

Learn how to avoid a penalty
Learn how to compute a penalty
Learn about penalty relief criteria
Learn how to request penalty relief
Learn how to appeal a rejected request for penalty relief

Learn about IRA additional tax penalties
See what penalties I owe and/or the amounts due

4da

Make a payment
Other

4ea

Employer Identification Number (EIN)
Preparer Tax Identification Number (PTIN)
Electronic Filing Identification Number (EFIN)
Individual Tax Identification Number (ITIN)
FATCA Identification Number (FIN) or FATCA Entity ID
Identity Protection Personal Identification Number (IP PIN)

Other
Not sure/don't know

Have not been in contact with the IRS for this reason

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)
Visited IRS.gov

4fa

Strongly Disagree

6a

Disagree
Neutral
Agree
Strongly Agree

6a

Strongly Disagree

Disagree
Neutral
Agree
Strongly Agree
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I did not have to log in or create an account

I successfully logged in or created an account

10b

I was unable to log in or create an account

10a

Your account

Direct Pay
Where's My Refund
Get Transcript
Other

10c

Search engine (such as Google or Bing) brought me to IRS
website

Used IRS website search
Navigated through IRS website menu and/or links

11a
11c

Typed link directly into the browser or bookmarked link

Other
I found what I was looking for in the Top Recommendations

Search delivered a helpful set of results
I was able to find what I searched for, but it wasn’t easy

11b

Search did not deliver a helpful set of results

11b

I did not encounter any difficulties with site navigation

Navigation got more confusing as I got deeper into the site

Expected links were not present on pages
Links did not take me where I expected
I was unsure where I should be clicking within the site

Encountered technical difficulties (links didn't work, received error
messages, etc.)
This is my first time
About once a week or more
About once a month
Every 6 months or less
About once a year
Less than once a year

Red & Strike-Through: Delete
Underlined & Italicized: Re-order
Pink: Addition
Blue: Reword

AP Answer Tag

an_individual_taxpayer_mysel
f_my_household_family_mem
ber_etc

Required
Y/N

Type

Y

Radio button, one-up vertical

N

Text field, <100 char

N

Check box, one-up vertical

a_business_corporation_partn
ership_small_business_emplo
yee_etc
a_charity_or_non_profit_organ
ization_tax_exempt_entity_go
vernment_entity_employee_et
c
a_tax_professional_accountan
t_attorney_bank_trust_officer_
enrolled_agent_tax_consultant
_tax_preparer_etc
other

standard_1040_filer_wage_sal
ary_receiving_employee
retired
have_self_employment_incom
e_1099
foreign_national_living_in_the
_us
us_taxpayer_living_abroad
parent_acting_on_behalf_of_a
_child
active_duty_military
acting_on_behalf_of_a_decea
sed_person_and_or_estate
disability_recipients
other

N

Text field, <100 char

Y

Radio button, one-up vertical

Y

Radio button, one-up vertical

N

Text field, <100 char

refund_status_or_refund_infor
mation
tax_forms_publications_or_ins
tructions
filing_or_filing_information
payments_or_balance_info_m
ake_a_payment_payment_agr
eements_check_balance_find
_payment_info_etc
tax_records_tax_transcript_ac
count_transcript_etc
other
tools_for_tax_professionals_e
g_e_services
free_file_information
tax_identification_number_ein
_ptin_itin_etc
penalties
credits_and_deduction_inform
ation
amended_tax_return_status_o
r_amend_my_previously_filed
_return
identity_theft_fraud_or_scams
general_tax_information
other

make_an_online_payment

Y

Checkbox, one-up vertical

N

Text field, <100 char

Y

Checkbox, one-up vertical

N

Text field, <100 char

Y

Checkbox, one-up vertical

seek_information_about_pay
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set_up_an_installment_agree
ment_or_online_payment_agr
eement
look_up_modify_or_cancel_an
_existing_payment
look_up_modify_or_cancel_an
_existing_payment_agreemen
t
check_my_account_balance
view_my_payment_history
other

check_status_of_refund
general_information_about_ta
x_refunds
review_refund_faqs
other

download_a_copy_of_a_trans
cript
order_a_transcript_in_the_mai
l
find_info_about_transcripts
obtain_my_adjusted_gross_in
come_agi_from_a_previous_y
ear
obtain_my_filing_status_from_
a_previous_year
view_my_current_or_prior_ye
ar_return
view_my_balance_and_paym
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other

download_current_year_tax_f
orms

N

Text field, <100 char

Y

Checkbox, one-up vertical

N

Text field, <100 char

Y

Checkbox, one-up vertical

download_prior_year_tax_for
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print_prior_year_tax_forms
better_understand_tax_rules_
and_procedures
order_tax_forms
e_file_my_forms
find_examples_of_completed_
forms
other

learn_about_penalties_for_ind
ividual_taxpayers
learn_about_penalties_for_sm
all_businesses_or_corporation
s
learn_how_to_avoid_a_penalt
y
learn_how_to_compute_a_pe
nalty
learn_about_penalty_relief_cri
teria
learn_how_to_request_penalt
y_relief
learn_how_to_appeal_a_rejec
ted_request_for_penalty_relief
learn_about_ira_additional_ta
x_penalties
see_what_penalties_i_owe_a
nd_or_the_amounts_due

make_a_payment
other

employer_identification_numb
er_ein

N

Text field, <100 char

Y

Radio button, one-up vertical

N

Text area, <100 characters

N

Checkbox, one-up vertical

preparer_tax_identification_nu
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electronic_filing_identification_
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umber_itin
fatca_identification_number_fi
n_or_fatca_entity_id
identity_protection_personal_i
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other
not_sure_dont_know

have_not_been_in_contact_wi
th_the_irs_for_this_reason
received_a_notice_or_letter_fr
om_the_irs
called_the_irs_and_spoke_to_
a_customer_service_represen
tative
called_the_irs_and_used_the_
automated_phone_system_to
_get_information
visited_an_irs_office_taxpayer
_assistance_center
visited_irsgov

Y

Radio button, one-up vertical

N

Text area, <255 character
limit

strongly_disagree

Y

Radio button, one-up vertical

disagree
neutral
agree
strongly_agree
strongly_disagree

Y

Radio button, one-up vertical

disagree
neutral
agree
strongly_agree
strongly_disagree

Y

Radio button, one-up vertical

N

Radio button, one-up vertical

strongly_disagree

disagree
neutral
agree
strongly_agree

disagree
neutral
agree
strongly_agree
i_did_not_have_to_log_in_or_
create_an_account

i_successfully_logged_in_or_c
reated_an_account
i_was_unable_to_log_in_or_cr
eate_an_account

your_account

N

Text area, no character limit

N

Checkbox, one-up vertical

N

Text area, <100 character
limit

N

Checkbox, one-up vertical

N

Radio button, one-up vertical

direct_pay
wheres_my_refund
get_transcript
other

search_engine_such_as_goog
le_or_bing_brought_me_to_irs
_website

used_irs_website_search
navigated_through_irs_websit
e_menu_and_or_links
typed_link_directly_into_the_b
rowser_or_bookmarked_link
other
i_found_what_i_was_looking_f
or_in_the_top_recommendatio
ns

search_delivered_a_helpful_s
et_of_results
i_was_able_to_find_what_i_se
arched_for_but_it_wasn’t_eas
y
search_did_not_deliver_a_hel
pful_set_of_results

i_did_not_encounter_any_diffi
culties_with_site_navigation

N

Text area, <100 character
limit

N

Checkbox, one-up vertical

N

Radio button, one-up vertical

N

Text area, no character limit

navigation_got_more_confusin
g_as_i_got_deeper_into_the_
site
expected_links_were_not_pre
sent_on_pages
links_did_not_take_me_where
_i_expected
i_was_unsure_where_i_shoul
d_be_clicking_within_the_site
encountered_technical_difficul
ties_links_didnt_work_receive
d_error_messages_etc
this_is_my_first_time
about_once_a_week_or_more
about_once_a_month
every_6_months_or_less
about_once_a_year
less_than_once_a_year

Special
Instructions

CQ Label

Skip logic group

1_Role

Skip logic group

1A_Other Role

Skip logic group

2_Individual Roles

Skip logic group 2A_Other Individual Roles

Skip logic group

3_Reason

Skip logic group

3A_Reason II

Skip logic group

3B_Other Reason

Skip logic group

4A_Payments

Skip logic group

4AA_Other Payments

Skip logic group

4B_Refund

Skip logic group

4BA_Other Refund

Skip logic group

4C_Transcript

Skip logic group

4CA_Other Transcript

Skip logic group

4D_Forms

Skip logic group

4DA_Other Forms

Skip logic group

4E_Penalties

Skip logic group

4EA_Other Penalties

Skip logic group

4F_ID Number

Skip logic group

4FA_Other ID Number

5_Contact

Skip logic group

6_Quality

Skip logic group

6A_OE Need

7_Ease

8_Efficiency

9_Confidence

Skip logic group

10_Login

Skip logic group

10A_OE Login

Skip logic group

10B_Online Tool

Skip logic group

10C_OE Online Tool

Skip logic group

11_Information

Skip logic group

11A_Search

Skip logic group

11B_OE Search Term

Skip logic group

11C_Navigation

12_Frequency

13_OE Improvement

Model Name
Model ID
Partitioned
Date

IRS Main Survey V4
E1xg4pZdttEcYpQk9wEo5A4C
Yes - 2MQ

AP
Question Skip From
Question Text
Tag
JLB8418Q001 us_depart
I am visiting IRS.gov today as…
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_1_rol
e
QID

JLB8418Q002 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_1a_ot
her_role
JLB8418Q003 us_depart
ment_of_tr
easury_irs
_q_irs_we

Please specify what best describes your role
today:

1a
2

Do any of these situations apply to you? (Select
all that apply.)

JLB8418Q004 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_2a_ot
her_indivi
dual_roles

Please describe your tax role/situation:

2a

JLB8418Q005 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_3_rea
son

What was your main reason for visiting
IRS.gov today?

JLB8418Q006 us_depart
ment_of_tr
easury_irs
_q_irs_we

3a

What was your main reason for visiting
IRS.gov today?

JLB8418Q007 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_3b_ot
her_reaso
n

3b

Please specify other reason for visiting:

JLB8418Q008 us_depart
ment_of_tr
easury_irs
_q_irs_we

4a

Please indicate which specific payment tasks
describe your visit today. (Select all that apply)

JLB8418Q009 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_4aa_
other_pay
ments
JLB8418Q010 us_depart
ment_of_tr
easury_irs
_q_irs_we

4aa

Please specify your other payment task:

4b

Please indicate which specific refund tasks
describe your visit today. (Select all that apply)

JLB8418Q011 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_4ba_
other_refu
nd
JLB8418Q012 us_depart
ment_of_tr
easury_irs
_q_irs_we

4ba

Please specify you other refund task:

4c

Please indicate which specific tax records tasks
describe your visit today. (Select all that apply)

JLB8418Q013 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_4ca_
other_tran
script
JLB8418Q014 us_depart
ment_of_tr
easury_irs
_q_irs_we

4ca

Please specify your other tax records task:

4d

Please indicate which specific forms,
publications or instructions tasks describe your
visit today. (Select all that apply)

JLB8418Q015 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_4da_
other_for
ms
JLB8418Q016 us_depart
ment_of_tr
easury_irs
_q_irs_we

4da

Please specify your other forms, publications or
instructions task:

4e

Please indicate which specific penalties tasks
describe your visit today. (Select all that apply)

JLB8418Q017 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_4ea_
other_pen
alties
JLB8418Q018 us_depart
ment_of_tr
easury_irs
_q_irs_we

4ea

Please specify your other penalties task:

4f

What type of identification number did you want
to request or find more information about?

JLB8418Q019 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_4fa_o
ther_id_nu
mber
JLB8418Q020 us_depart
ment_of_tr
easury_irs
_q_irs_we

4fa

Please specify what identification number
information were looking for:

Prior to this visit, what contact have you had with
the IRS about your main reason for visiting?
(Select all that apply)

JLB8418Q021 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_6_qu
ality

JLB8418Q022 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_6a_o
e_need

Please rate your agreement with the following
statements about your visit to IRS.gov today: My
need was addressed.

6a

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

JLB8418Q023 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_7_ea
se

It was easy to complete what I needed to do.

JLB8418Q024 us_depart
ment_of_tr
easury_irs
_q_irs_we

It took a reasonable amount of time to do what I
needed to do.

JLB8418Q025 us_depart
ment_of_tr
easury_irs
_q_irs_we

This interaction increased my confidence in the
IRS.

JLB8418Q026 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_10_lo
gin

Were you able to log in to (or create an account
for) any IRS online tool today?

JLB8418Q027 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
JLB8418Q028 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_10b_
online_too
l

10a

What prevented you from logging into an IRS
online tool today? (Please don't provide any
personal information in your response)

10b

Which IRS online tool(s) did you use today?
(Select all that apply)

JLB8418Q029 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_10c_
oe_online
_tool
JLB8418Q030 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_11_in
formation

10c

Please specify which online tools you used today:

JLB8418Q031 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_11a_
search

11a

How did you look for information today? (Select all
that apply)

How was your search experience today?

JLB8418Q032 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_11b_
oe_search
_term
JLB8418Q033 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_11c_
navigation

11b

What specific search term(s) did you use to find
information on IRS.gov?

11c

How was your navigation experience today?
(Select all that apply)

JLB8418Q034 us_depart
ment_of_tr
easury_irs
_q_irs_we

In the past year, about how often did you visit
IRS.gov?

JLB8418Q035 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_13_o
e_improve
ment

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.

Answer Choices
An individual taxpayer (myself, my household, family member,
etc.)

Skip To
2

A business (corporation, partnership, small business, 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.)

Other

1a

Standard 1040 Filer (Wage/salary receiving employee)
Retired
Have self-employment income (1099)
Foreign National Living in the US
US Taxpayer living abroad
Parent acting on behalf of a child
Active duty military
Acting on behalf of a deceased person and/or estate
Disability recipients
Other

2a

Economic impact payment information

Refund status

4b

Tax forms, publications, or instructions

4d

Child tax credit payment information
Filing or filing information
Payments, payment plans or balance information

4a

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

4c

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

3a

Free File information
Tax Identification Number (EIN, PTIN, ITIN, etc.)
Penalties
Credits and deduction information

4f
4e

Amended tax return status or information

Identity theft, fraud, or scams
General tax information
Other

3b

Make an online payment
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
Other

4aa

Check status of refund
General information about tax refunds
Review refund FAQs
Other

Download a copy of a transcript

Order a transcript in the mail
Find info about transcripts
Obtain my adjusted gross income (AGI) from a previous year

Obtain my filing status from a previous year
View my current or prior year return
View my balance and payment history

4ba

Other

4ca

Download current year tax forms

Download prior year tax forms
Print current year tax forms
Print prior year tax forms
Better understand tax rules and procedures
Order tax forms
e-file my forms
Find examples of completed forms
Other

Learn about penalties for individual taxpayers
Learn about penalties for small businesses or corporations

Learn how to avoid a penalty
Learn how to compute a penalty
Learn about penalty relief criteria
Learn how to request penalty relief
Learn how to appeal a rejected request for penalty relief

Learn about IRA additional tax penalties
See what penalties I owe and/or the amounts due

4da

Make a payment
Other

4ea

Employer Identification Number (EIN)
Preparer Tax Identification Number (PTIN)
Electronic Filing Identification Number (EFIN)
Individual Tax Identification Number (ITIN)
FATCA Identification Number (FIN) or FATCA Entity ID
Identity Protection Personal Identification Number (IP PIN)

Other
Not sure/don't know

Have not been in contact with the IRS for this reason

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)
Visited IRS.gov

4fa

Strongly Disagree

6a

Disagree
Neutral
Agree
Strongly Agree

6a

Strongly Disagree

Disagree
Neutral
Agree
Strongly Agree
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I did not have to log in or create an account

I successfully logged in or created an account

10b

I was unable to log in or create an account

10a

Your account

Direct Pay
Where's My Refund
Get Transcript
Other

10c

Search engine (such as Google or Bing) brought me to IRS
website

Used IRS website search
Navigated through IRS website menu and/or links

11a
11c

Typed link directly into the browser or bookmarked link

Other
I found what I was looking for in the Top Recommendations

Search delivered a helpful set of results
I was able to find what I searched for, but it wasn’t easy

11b

Search did not deliver a helpful set of results

11b

I did not encounter any difficulties with site navigation

Navigation got more confusing as I got deeper into the site

Expected links were not present on pages
Links did not take me where I expected
I was unsure where I should be clicking within the site

Encountered technical difficulties (links didn't work, received error
messages, etc.)
This is my first time
About once a week or more
About once a month
Every 6 months or less
About once a year
Less than once a year

Red & Strike-Through: Delete
Underlined & Italicized: Re-order
Pink: Addition
Blue: Reword

AP Answer Tag

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Radio button, one-up vertical

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Text field, <100 char

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tax_records_tax_transcript_ac
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tax_identification_number_ein
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penalties
credits_and_deduction_inform
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amended_tax_return_status_o
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Checkbox, one-up vertical

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Text field, <100 char

Y

Checkbox, one-up vertical

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Text field, <100 char

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Checkbox, one-up vertical

seek_information_about_pay
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look_up_modify_or_cancel_an
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look_up_modify_or_cancel_an
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obtain_my_adjusted_gross_in
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Y

Radio button, one-up vertical

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Text area, <255 character
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strongly_disagree

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Radio button, one-up vertical

disagree
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strongly_agree
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Y

Radio button, one-up vertical

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neutral
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strongly_agree
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Y

Radio button, one-up vertical

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Radio button, one-up vertical

strongly_disagree

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neutral
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strongly_agree

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neutral
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i_did_not_have_to_log_in_or_
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i_was_unable_to_log_in_or_cr
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Text area, no character limit

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Checkbox, one-up vertical

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Text area, <100 character
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Checkbox, one-up vertical

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Radio button, one-up vertical

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search_engine_such_as_goog
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used_irs_website_search
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search_did_not_deliver_a_hel
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Text area, <100 character
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Checkbox, one-up vertical

N

Radio button, one-up vertical

N

Text area, no character limit

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expected_links_were_not_pre
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_i_expected
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this_is_my_first_time
about_once_a_week_or_more
about_once_a_month
every_6_months_or_less
about_once_a_year
less_than_once_a_year

Special
Instructions

CQ Label

Skip logic group

1_Role

Skip logic group

1A_Other Role

Skip logic group

2_Individual Roles

Skip logic group 2A_Other Individual Roles

Skip logic group

3_Reason

Skip logic group

3A_Reason II

Skip logic group

3B_Other Reason

Skip logic group

4A_Payments

Skip logic group

4AA_Other Payments

Skip logic group

4B_Refund

Skip logic group

4BA_Other Refund

Skip logic group

4C_Transcript

Skip logic group

4CA_Other Transcript

Skip logic group

4D_Forms

Skip logic group

4DA_Other Forms

Skip logic group

4E_Penalties

Skip logic group

4EA_Other Penalties

Skip logic group

4F_ID Number

Skip logic group

4FA_Other ID Number

5_Contact

Skip logic group

6_Quality

Skip logic group

6A_OE Need

7_Ease

8_Efficiency

9_Confidence

Skip logic group

10_Login

Skip logic group

10A_OE Login

Skip logic group

10B_Online Tool

Skip logic group

10C_OE Online Tool

Skip logic group

11_Information

Skip logic group

11A_Search

Skip logic group

11B_OE Search Term

Skip logic group

11C_Navigation

12_Frequency

13_OE Improvement

Model Name
Model ID
Partitioned
Date

IRS Main Survey V4
E1xg4pZdttEcYpQk9wEo5A4C
Yes - 2MQ

AP
Question Skip From
Question Text
Tag
JLB8418Q001 us_depart
I am visiting IRS.gov today as…
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_1_rol
e
QID

JLB8418Q002 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_1a_ot
her_role
JLB8418Q003 us_depart
ment_of_tr
easury_irs
_q_irs_we

Please specify what best describes your role
today:

1a
2

Do any of these situations apply to you? (Select
all that apply.)

JLB8418Q004 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_2a_ot
her_indivi
dual_roles

Please describe your tax role/situation:

2a

JLB8418Q005 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_3_rea
son

What was your main reason for visiting
IRS.gov today?

JLB8418Q006 us_depart
ment_of_tr
easury_irs
_q_irs_we

3a

What was your main reason for visiting
IRS.gov today?

JLB8418Q007 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_3b_ot
her_reaso
n
JLB8418Q008 us_depart
ment_of_tr
easury_irs
_q_irs_we

3b

Please specify other reason for visiting:

4a

Please indicate which specific payment tasks
describe your visit today. (Select all that apply)

4a

JLB8418Q009 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_4aa_
other_pay
ments
JLB8418Q010 us_depart
ment_of_tr
easury_irs
_q_irs_we

4aa

Please specify your other payment task:

4b

Please indicate which specific refund tasks
describe your visit today. (Select all that apply)

JLB8418Q011 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_4ba_
other_refu
nd
JLB8418Q012 us_depart
ment_of_tr
easury_irs
_q_irs_we

4ba

Please specify you other refund task:

4c

Please indicate which specific tax records tasks
describe your visit today. (Select all that apply)

JLB8418Q013 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_4ca_
other_tran
script
JLB8418Q014 us_depart
ment_of_tr
easury_irs
_q_irs_we

4ca

Please specify your other tax records task:

4d

Please indicate which specific forms,
publications or instructions tasks describe your
visit today. (Select all that apply)

JLB8418Q015 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_4da_
other_for
ms
JLB8418Q016 us_depart
ment_of_tr
easury_irs
_q_irs_we

4da

Please specify your other forms, publications or
instructions task:

4e

Please indicate which specific penalties tasks
describe your visit today. (Select all that apply)

JLB8418Q017 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_4ea_
other_pen
alties
JLB8418Q018 us_depart
ment_of_tr
easury_irs
_q_irs_we

4ea

Please specify your other penalties task:

4f

What type of identification number did you want
to request or find more information about?

JLB8418Q019 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_4fa_o
ther_id_nu
mber
JLB8418Q020 us_depart
ment_of_tr
easury_irs
_q_irs_we

4fa

Please specify what identification number
information were looking for:

JLB8418Q021 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_6_qu
ality

Prior to this visit, what contact have you had with
the IRS about your main reason for visiting?
(Select all that apply)

Please rate your agreement with the following
statements about your visit to IRS.gov today: My
need was addressed.

JLB8418Q022 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_6a_o
e_need

6a

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

JLB8418Q023 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_7_ea
se

It was easy to complete what I needed to do.

JLB8418Q024 us_depart
ment_of_tr
easury_irs
_q_irs_we

It took a reasonable amount of time to do what I
needed to do.

JLB8418Q025 us_depart
ment_of_tr
easury_irs
_q_irs_we

This interaction increased my confidence in the
IRS.

JLB8418Q026 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_10_lo
gin

Were you able to log in to (or create an account
for) any IRS online tool today?

JLB8418Q027 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse

10a

What prevented you from logging into an IRS
online tool today? (Please don't provide any
personal information in your response)

JLB8418Q028 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_10b_
online_too
l

10b

Which IRS online tool(s) did you use today?
(Select all that apply)

JLB8418Q029 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_10c_
oe_online
_tool
JLB8418Q030 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_11_in
formation

10c

Please specify which online tools you used today:

JLB8418Q031 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_11a_
search

11a

How did you look for information today? (Select all
that apply)

How was your search experience today?

JLB8418Q032 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_11b_
oe_search
_term
JLB8418Q033 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_11c_
navigation

11b

What specific search term(s) did you use to find
information on IRS.gov?

11c

How was your navigation experience today?
(Select all that apply)

JLB8418Q034 us_depart
ment_of_tr
easury_irs
_q_irs_we

In the past year, about how often did you visit
IRS.gov?

JLB8418Q035 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_13_o
e_improve
ment

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.

Answer Choices
An individual taxpayer (myself, my household, family member,
etc.)

Skip To
2

A business (corporation, partnership, small business, 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.)

Other

1a

Standard 1040 Filer (Wage/salary receiving employee)
Retired
Have self-employment income (1099)
Foreign National Living in the US
US Taxpayer living abroad
Parent acting on behalf of a child
Active duty military
Acting on behalf of a deceased person and/or estate
Disability recipients
Other

2a

COVID-19 tax relief or Economic Impact Payments

Tax forms, publications, or instructions

4d

Refund status or refund information

4b

Filing or filing information
Payments or balance info (make a payment, payment
agreements, check balance, find payment info, etc.)

4a

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

4c

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

3a

Free File information
Tax Identification Number (EIN, PTIN, ITIN, etc.)
Penalties
Credits and deduction information

4f
4e

Amended tax return status or amend my previously filed return

Identity theft, fraud, or scams
General tax information
Other

Make an online payment

3b

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
Other

4aa

Check status of refund
General information about tax refunds
Review refund FAQs
Other

4ba

Download a copy of a transcript

Order a transcript in the mail
Find info about transcripts
Obtain my adjusted gross income (AGI) from a previous year

Obtain my filing status from a previous year
View my current or prior year return
View my balance and payment history
Other

4ca

Download current year tax forms

Download prior year tax forms
Print current year tax forms
Print prior year tax forms
Better understand tax rules and procedures
Order tax forms
e-file my forms
Find examples of completed forms
Other

Learn about penalties for individual taxpayers
Learn about penalties for small businesses or corporations

Learn how to avoid a penalty
Learn how to compute a penalty
Learn about penalty relief criteria
Learn how to request penalty relief
Learn how to appeal a rejected request for penalty relief

Learn about IRA additional tax penalties
See what penalties I owe and/or the amounts due
Make a payment

4da

Other

4ea

Employer Identification Number (EIN)
Preparer Tax Identification Number (PTIN)
Electronic Filing Identification Number (EFIN)
Individual Tax Identification Number (ITIN)
FATCA Identification Number (FIN) or FATCA Entity ID
Identity Protection Personal Identification Number (IP PIN)

Other
Not sure/don't know

4fa

Have not been in contact with the IRS for this reason

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)
Visited IRS.gov
Strongly Disagree

6a

Disagree
Neutral
Agree
Strongly Agree

6a

Strongly Disagree

Disagree
Neutral
Agree
Strongly Agree
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I did not have to log in or create an account

I successfully logged in or created an account

10b

I was unable to log in or create an account

10a

Your account

Direct Pay
Where's My Refund
Get Transcript
Other

10c

Search engine (such as Google or Bing) brought me to IRS
website

Used IRS website search
Navigated through IRS website menu and/or links

11a
11c

Typed link directly into the browser or bookmarked link

Other
I found what I was looking for in the Top Recommendations

Search delivered a helpful set of results
I was able to find what I searched for, but it wasn’t easy

11b

Search did not deliver a helpful set of results

11b

I did not encounter any difficulties with site navigation

Navigation got more confusing as I got deeper into the site

Expected links were not present on pages
Links did not take me where I expected
I was unsure where I should be clicking within the site

Encountered technical difficulties (links didn't work, received error
messages, etc.)
This is my first time
About once a week or more
About once a month
Every 6 months or less
About once a year
Less than once a year

Red & Strike-Through: Delete
Underlined & Italicized: Re-order
Pink: Addition
Blue: Reword

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disagree
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search_engine_such_as_goog
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search_did_not_deliver_a_hel
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Text area, <100 character
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Checkbox, one-up vertical

N

Radio button, one-up vertical

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Text area, no character limit

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expected_links_were_not_pre
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_i_expected
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this_is_my_first_time
about_once_a_week_or_more
about_once_a_month
every_6_months_or_less
about_once_a_year
less_than_once_a_year

Special
Instructions

CQ Label

Skip logic group

1_Role

Skip logic group

1A_Other Role

Skip logic group

2_Individual Roles

Skip logic group 2A_Other Individual Roles

Skip logic group

3_Reason

Skip logic group

3A_Reason II

Skip logic group

3B_Other Reason

Skip logic group

4A_Payments

Skip logic group

4AA_Other Payments

Skip logic group

4B_Refund

Skip logic group

4BA_Other Refund

Skip logic group

4C_Transcript

Skip logic group

4CA_Other Transcript

Skip logic group

4D_Forms

Skip logic group

4DA_Other Forms

Skip logic group

4E_Penalties

Skip logic group

4EA_Other Penalties

Skip logic group

4F_ID Number

Skip logic group

4FA_Other ID Number

5_Contact

Skip logic group

6_Quality

Skip logic group

6A_OE Need

7_Ease

8_Efficiency

9_Confidence

Skip logic group

10_Login

Skip logic group

10A_OE Login

Skip logic group

10B_Online Tool

Skip logic group

10C_OE Online Tool

Skip logic group

11_Information

Skip logic group

11A_Search

Skip logic group

11B_OE Search Term

Skip logic group

11C_Navigation

12_Frequency

13_OE Improvement

Model Name
Model ID
Partitioned
Date

IRS Main Survey V4
E1xg4pZdttEcYpQk9wEo5A4C
Yes - 2MQ

AP
Question Skip From
Question Text
Tag
JLB8418Q001 us_depart
I am visiting IRS.gov today as…
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_1_rol
e
QID

JLB8418Q002 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_1a_ot
her_role
JLB8418Q003 us_depart
ment_of_tr
easury_irs
_q_irs_we

Please specify what best describes your role
today:

1a
2

Do any of these situations apply to you? (Select
all that apply.)

JLB8418Q004 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_2a_ot
her_indivi
dual_roles

Please describe your tax role/situation:

2a

JLB8418Q005 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_3_rea
son

What was your main reason for visiting
IRS.gov today?

JLB8418Q006 us_depart
ment_of_tr
easury_irs
_q_irs_we

3a

What was your main reason for visiting
IRS.gov today?

JLB8418Q007 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_3b_ot
her_reaso
n
JLB8418Q008 us_depart
ment_of_tr
easury_irs
_q_irs_we

3b

Please specify other reason for visiting:

4a

Please indicate which specific payment tasks
describe your visit today. (Select all that apply)

4a

JLB8418Q009 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_4aa_
other_pay
ments
JLB8418Q010 us_depart
ment_of_tr
easury_irs
_q_irs_we

4aa

Please specify your other payment task:

4b

Please indicate which specific refund tasks
describe your visit today. (Select all that apply)

JLB8418Q011 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_4ba_
other_refu
nd
JLB8418Q012 us_depart
ment_of_tr
easury_irs
_q_irs_we

4ba

Please specify you other refund task:

4c

Please indicate which specific tax records tasks
describe your visit today. (Select all that apply)

JLB8418Q013 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_4ca_
other_tran
script
JLB8418Q014 us_depart
ment_of_tr
easury_irs
_q_irs_we

4ca

Please specify your other tax records task:

4d

Please indicate which specific forms,
publications or instructions tasks describe your
visit today. (Select all that apply)

JLB8418Q015 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_4da_
other_for
ms
JLB8418Q016 us_depart
ment_of_tr
easury_irs
_q_irs_we

4da

Please specify your other forms, publications or
instructions task:

4e

Please indicate which specific penalties tasks
describe your visit today. (Select all that apply)

JLB8418Q017 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_4ea_
other_pen
alties
JLB8418Q018 us_depart
ment_of_tr
easury_irs
_q_irs_we

4ea

Please specify your other penalties task:

4f

What type of identification number did you want
to request or find more information about?

JLB8418Q019 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_4fa_o
ther_id_nu
mber
JLB8418Q020 us_depart
ment_of_tr
easury_irs
_q_irs_we

4fa

Please specify what identification number
information were looking for:

JLB8418Q021 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_6_qu
ality

Prior to this visit, what contact have you had with
the IRS about your main reason for visiting?
(Select all that apply)

Please rate your agreement with the following
statements about your visit to IRS.gov today: My
need was addressed.

JLB8418Q022 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_6a_o
e_need

6a

Why was your need not addressed?

JLB8418Q023 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_7_ea
se

It was easy to complete what I needed to do.

JLB8418Q024 us_depart
ment_of_tr
easury_irs
_q_irs_we

It took a reasonable amount of time to do what I
needed to do.

JLB8418Q025 us_depart
ment_of_tr
easury_irs
_q_irs_we

This interaction increased my confidence in the
IRS.

JLB8418Q026 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_10_lo
gin

Were you able to log in to (or create an account
for) any IRS online tool today?

JLB8418Q027 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse

10a

What prevented you from logging into an IRS
online tool today? (Please don't provide any
personal information in your response)

JLB8418Q028 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_10b_
online_too
l

10b

Which IRS online tool(s) did you use today?
(Select all that apply)

JLB8418Q029 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_10c_
oe_online
_tool
JLB8418Q030 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_11_in
formation

10c

Please specify which online tools you used today:

JLB8418Q031 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_11a_
search

11a

How did you look for information today? (Select all
that apply)

How was your search experience today?

JLB8418Q032 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_11b_
oe_search
_term
JLB8418Q033 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_11c_
navigation

11b

What specific search term(s) did you use to find
information on IRS.gov?

11c

How was your navigation experience today?
(Select all that apply)

JLB8418Q034 us_depart
ment_of_tr
easury_irs
_q_irs_we

In the past year, about how often did you visit
IRS.gov?

JLB8418Q035 us_depart
ment_of_tr
easury_irs
_q_irs_we
b_browse
_v4_13_o
e_improve
ment

If you could change one thing about this website
what would it be?

Answer Choices
An individual taxpayer (myself, my household, family member,
etc.)

Skip To
2

A business (corporation, partnership, small business, 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.)

Other

1a

Standard 1040 Filer (Wage/salary receiving employee)
Retired
Have self-employment income (1099)
Foreign National Living in the US
US Taxpayer living abroad
Parent acting on behalf of a child
Active duty military
Acting on behalf of a deceased person and/or estate
Disability recipients
Other

2a

COVID-19 tax relief or Economic Impact Payments

Tax forms, publications, or instructions

4d

Refund status or refund information

4b

Filing or filing information
Payments or balance info (make a payment, payment
agreements, check balance, find payment info, etc.)

4a

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

4c

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

3a

Free File information
Tax Identification Number (EIN, PTIN, ITIN, etc.)
Penalties
Credits and deduction information

4f
4e

Amended tax return status or amend my previously filed return

Identity theft, fraud, or scams
General tax information
Other

Make an online payment

3b

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
Other

4aa

Check status of refund
General information about tax refunds
Review refund FAQs
Other

4ba

Download a copy of a transcript

Order a transcript in the mail
Find info about transcripts
Obtain my adjusted gross income (AGI) from a previous year

Obtain my filing status from a previous year
View my current or prior year return
View my balance and payment history
Other

4ca

Download current year tax forms

Download prior year tax forms
Print current year tax forms
Print prior year tax forms
Better understand tax rules and procedures
Order tax forms
e-file my forms
Find examples of completed forms
Other

Learn about penalties for individual taxpayers
Learn about penalties for small businesses or corporations

Learn how to avoid a penalty
Learn how to compute a penalty
Learn about penalty relief criteria
Learn how to request penalty relief
Learn how to appeal a rejected request for penalty relief

Learn about IRA additional tax penalties
See what penalties I owe and/or the amounts due
Make a payment

4da

Other

4ea

Employer Identification Number (EIN)
Preparer Tax Identification Number (PTIN)
Electronic Filing Identification Number (EFIN)
Individual Tax Identification Number (ITIN)
FATCA Identification Number (FIN) or FATCA Entity ID
Identity Protection Personal Identification Number (IP PIN)

Other
Not sure/don't know

4fa

Have not been in contact with the IRS for this reason

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)
Visited IRS.gov
Strongly Disagree

6a

Disagree
Neutral
Agree
Strongly Agree

6a

Strongly Disagree

Disagree
Neutral
Agree
Strongly Agree
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I did not have to log in or create an account

I successfully logged in or created an account

10b

I was unable to log in or create an account

10a

Your account

Direct Pay
Where's My Refund
Get Transcript
Other

10c

Search engine (such as Google or Bing) brought me to IRS
website

Used IRS website search
Navigated through IRS website menu and/or links

11a
11c

Typed link directly into the browser or bookmarked link

Other
I found what I was looking for in the Top Recommendations

Search delivered a helpful set of results
I was able to find what I searched for, but it wasn’t easy

11b

Search did not deliver a helpful set of results

11b

I did not encounter any difficulties with site navigation

Navigation got more confusing as I got deeper into the site

Expected links were not present on pages
Links did not take me where I expected
I was unsure where I should be clicking within the site

Encountered technical difficulties (links didn't work, received error
messages, etc.)
This is my first time
About once a week or more
About once a month
Every 6 months or less
About once a year
Less than once a year

Red & Strike-Through: Delete
Underlined & Italicized: Re-order
Pink: Addition
Blue: Reword

AP Answer Tag

an_individual_taxpayer_mysel
f_my_household_family_mem
ber_etc

Required
Y/N

Type

Y

Radio button, one-up vertical

N

Text field, <100 char

N

Check box, one-up vertical

a_business_corporation_partn
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yee_etc
a_charity_or_non_profit_organ
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c
a_tax_professional_accountan
t_attorney_bank_trust_officer_
enrolled_agent_tax_consultant
_tax_preparer_etc
other

standard_1040_filer_wage_sal
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retired
have_self_employment_incom
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foreign_national_living_in_the
_us
us_taxpayer_living_abroad
parent_acting_on_behalf_of_a
_child
active_duty_military
acting_on_behalf_of_a_decea
sed_person_and_or_estate
disability_recipients
other

tax_forms_publications_or_ins
tructions
refund_status_or_refund_infor
mation
filing_or_filing_information
payments_or_balance_info_m
ake_a_payment_payment_agr
eements_check_balance_find
_payment_info_etc
tax_records_tax_transcript_ac
count_transcript_etc
other
tools_for_tax_professionals_e
g_e_services

N

Text field, <100 char

Y

Radio button, one-up vertical

Y

Radio button, one-up vertical

N

Text field, <100 char

Y

Checkbox, one-up vertical

free_file_information
tax_identification_number_ein
_ptin_itin_etc
penalties
credits_and_deduction_inform
ation
amended_tax_return_status_o
r_amend_my_previously_filed
_return
identity_theft_fraud_or_scams
general_tax_information
other

make_an_online_payment

seek_information_about_pay
ment_options
set_up_an_installment_agree
ment_or_online_payment_agr
eement
look_up_modify_or_cancel_an
_existing_payment
look_up_modify_or_cancel_an
_existing_payment_agreemen
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view_my_payment_history
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N

Text field, <100 char

Y

Checkbox, one-up vertical

N

Text field, <100 char

Y

Checkbox, one-up vertical

general_information_about_ta
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review_refund_faqs
other

download_a_copy_of_a_trans
cript
order_a_transcript_in_the_mai
l
find_info_about_transcripts
obtain_my_adjusted_gross_in
come_agi_from_a_previous_y
ear
obtain_my_filing_status_from_
a_previous_year
view_my_current_or_prior_ye
ar_return
view_my_balance_and_paym
ent_history
other

download_current_year_tax_f
orms

N

Text field, <100 char

Y

Checkbox, one-up vertical

N

Text field, <100 char

Y

Checkbox, one-up vertical

download_prior_year_tax_for
ms
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print_prior_year_tax_forms
better_understand_tax_rules_
and_procedures
order_tax_forms
e_file_my_forms
find_examples_of_completed_
forms
other

learn_about_penalties_for_ind
ividual_taxpayers
learn_about_penalties_for_sm
all_businesses_or_corporation
s
learn_how_to_avoid_a_penalt
y
learn_how_to_compute_a_pe
nalty
learn_about_penalty_relief_cri
teria
learn_how_to_request_penalt
y_relief
learn_how_to_appeal_a_rejec
ted_request_for_penalty_relief
learn_about_ira_additional_ta
x_penalties
see_what_penalties_i_owe_a
nd_or_the_amounts_due
make_a_payment

other

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N

Text field, <100 char

Y

Radio button, one-up vertical

N

Text area, <100 characters

N

Checkbox, one-up vertical

Y

Radio button, one-up vertical

preparer_tax_identification_nu
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electronic_filing_identification_
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individual_tax_identification_n
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fatca_identification_number_fi
n_or_fatca_entity_id
identity_protection_personal_i
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other
not_sure_dont_know

have_not_been_in_contact_wi
th_the_irs_for_this_reason
received_a_notice_or_letter_fr
om_the_irs
called_the_irs_and_spoke_to_
a_customer_service_represen
tative
called_the_irs_and_used_the_
automated_phone_system_to
_get_information
visited_an_irs_office_taxpayer
_assistance_center
visited_irsgov
strongly_disagree

disagree
neutral
agree
strongly_agree
N

Text area, <255 character
limit

strongly_disagree

Y

Radio button, one-up vertical

disagree
neutral
agree
strongly_agree
strongly_disagree

Y

Radio button, one-up vertical

disagree
neutral
agree
strongly_agree
strongly_disagree

Y

Radio button, one-up vertical

N

Radio button, one-up vertical

N

Text area, no character limit

disagree
neutral
agree
strongly_agree
i_did_not_have_to_log_in_or_
create_an_account

i_successfully_logged_in_or_c
reated_an_account
i_was_unable_to_log_in_or_cr
eate_an_account

your_account

N

Checkbox, one-up vertical

N

Text area, <100 character
limit

N

Checkbox, one-up vertical

N

Radio button, one-up vertical

direct_pay
wheres_my_refund
get_transcript
other

search_engine_such_as_goog
le_or_bing_brought_me_to_irs
_website

used_irs_website_search
navigated_through_irs_websit
e_menu_and_or_links
typed_link_directly_into_the_b
rowser_or_bookmarked_link
other
i_found_what_i_was_looking_f
or_in_the_top_recommendatio
ns

search_delivered_a_helpful_s
et_of_results
i_was_able_to_find_what_i_se
arched_for_but_it_wasn’t_eas
y
search_did_not_deliver_a_hel
pful_set_of_results

i_did_not_encounter_any_diffi
culties_with_site_navigation

N

Text area, <100 character
limit

N

Checkbox, one-up vertical

N

Radio button, one-up vertical

N

Text area, no character limit

navigation_got_more_confusin
g_as_i_got_deeper_into_the_
site
expected_links_were_not_pre
sent_on_pages
links_did_not_take_me_where
_i_expected
i_was_unsure_where_i_shoul
d_be_clicking_within_the_site
encountered_technical_difficul
ties_links_didnt_work_receive
d_error_messages_etc
this_is_my_first_time
about_once_a_week_or_more
about_once_a_month
every_6_months_or_less
about_once_a_year
less_than_once_a_year

Special
Instructions

CQ Label

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1_Role

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1A_Other Role

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2_Individual Roles

Skip logic group 2A_Other Individual Roles

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3_Reason

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3A_Reason II

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3B_Other Reason

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4A_Payments

Skip logic group

4AA_Other Payments

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4B_Refund

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4BA_Other Refund

Skip logic group

4C_Transcript

Skip logic group

4CA_Other Transcript

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4D_Forms

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4DA_Other Forms

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4E_Penalties

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4EA_Other Penalties

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4F_ID Number

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4FA_Other ID Number

5_Contact

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6_Quality

Skip logic group

6A_OE Need

7_Ease

8_Efficiency

9_Confidence

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10_Login

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10A_OE Login

Skip logic group

10B_Online Tool

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10C_OE Online Tool

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11_Information

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11A_Search

Skip logic group

11B_OE Search Term

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11C_Navigation

12_Frequency

13_OE Improvement