Business Compliance Single Year (2)

Introduction

Welcome to the IRS
Business Compliance Burden Survey

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Thank you for taking the time to provide us feedback. Please answer all questions

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with reference to federal income tax return post-filing activities conducted in Tax
Year ${e://Field/Year}. At any time, you can leave the survey and come back to
complete it. The survey will pick up from the last page you completed.

If you need assistance completing the survey, please email us at
[email protected] or call 202-803-9833. You can find a Frequently
Asked Questions (FAQ) document and copy of the full survey in links below. These
links will be available throughout the survey.

Privacy Act and Paperwork Reduction Act Notice for Taxpayer Burden Survey Data Collection

Our authority for requesting information with this survey is 5 U.S.C. § 301, and 26 U.S.C. 7801, 7803, and 7805 and the
Paperwork Reduction Act. The information you provide allows the IRS to analyze the role of taxpayer burden in tax
administration. This information is also used to fulfil the IRS’s statutory obligations to the Office of Management and Budget and
Congress for information required by the Paperwork Reduction Act, and to provide tax policy analysis support to the Office of Tax
Analysis at the Department of the Treasury. This information will also help us to better understand taxpayer needs and burden
reduction opportunities. Data collected will be shared with IRS staff, but your responses will be used for research and aggregate

reporting purposes only and will not be used for other non-statistical or non-research purposes such as direct enforcement
activities. The information that you provide will be protected as required by law. We estimate that it will take 10 to 15 minutes to
complete this survey, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the
data needed, and completing and reviewing the collection of information. Providing the information is voluntary; not providing all
or part of the information requested will have no impact on you but may reduce our ability to address taxpayer concerns
regarding paperwork reduction. We may not conduct or sponsor, and you are not required to respond to, a collection of
information unless it displays a valid OMB control number The OMB number for this survey is 1545-2212. Send comments
regarding this burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden
to: IRS, Special Services Section, SE:W:CAR:MP:T:M:S, Room 6129, 1111 Constitution Avenue, NW, Washington, DC 20224.

Post-Filing Activities

Post-Filing Activities
After you filed your business's ${e://Field/Year} federal income tax return, did
you...
Select all that apply

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Receive an IRS notice about an issue with your business's ${e://Field/Year}
federal income tax return?
File an amended ${e://Field/Year} federal income tax return?

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Do something else? 

What post-filing actions did your business take for its ${e://Field/Year} federal
income tax return?
Select all that apply
Worked with an external service provider

Amended any federal income tax return(s)
Made a claim for a refund

Made payment(s) to the IRS

Made a request for an abatement
Provided the IRS with financial information
Appealed an IRS decision

Other post-filing action(s) 

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For ${e://Field/Year} federal income tax return post-filing activities, did your
business review or gather...
Select all that apply
Federal income tax return(s), including your business's ${e://Field/Year} federal
income tax return?

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Documentation of business income (e.g., invoices bank records, or brokerage
statements)?

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Documentation for business deductions (e.g., advertising, meals and
entertainment, legal and professional services, general office expenses,
depreciation, taxes and licenses, net operating losses, or passive activity losses)?
Documentation for business credits (e.g., the Research Credit, Investment Credit,
Disabled Access Credit, Alternative Motor Vehicle Credit, Small Employer Pension
Plan Credit, or Work Opportunity Credit)?
Other tax-related information? 

Did you do any of the following while resolving your business's post-filing
activities?
Select all that apply
Called the IRS
Mailed, faxed or emailed a letter and/or tax-related documents to the IRS
Met with an IRS employee

Searched IRS.gov
Obtained IRS forms and publications
Visited a local IRS office

Time Spent on Post-Filing Activities

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Other 

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Time Spent on Post-Filing Activities
Think about all the time spent by your business's owners and employees on
its ${e://Field/Year} federal income tax return post-filing activities.
Please do NOT include time spent:

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Please include time spent:

Amending a federal income tax return

By an external service provider, because those costs will

Responding to an IRS notice about an already-filed

be considered later

federal income tax return

Waiting on the IRS or an external service provider to

Resolving an issue with an already-filed federal income

respond to you

tax return

Filing federal income tax returns not related to post-filing

Interacting with IRS, including "active waiting" time such

activities

as being placed on hold during a phone call or waiting to

Filing any state income tax return(s) or resolving issues

meet with IRS personnel

with any state return(s)

How much time was spent by your business's owners and employees on
its ${e://Field/Year} federal income tax return post-filing activities?
If you’re not sure, please provide your best estimate. If you did not spend any time
on the activity, enter 0.

Time spent

Hours

Minutes

0

0

Costs Associated with Post-Filing Activities

Cost Associated with Post-Filing
Activities

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Think about the money spent by your business on its ${e://Field/Year} federal
income tax return post-filing activities. Costs associated with resolving post-filing

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activities are a very important part of assessing burden. If you're not sure how much
money was spent, please provide your best estimate. If you did not spend any
money on the activity, enter 0. 

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Note: Do not include any tax, penalties, and/or interest payments related to your
post-filing activities. 
How much was spent on...

A. Fees paid to external service providers for services such as responding to
notices, representing your business before the IRS, and amending your business's
tax return?
$

B. Non-labor items(e.g., paper, postage, equipment, transportation, photocopies, tax
literature)?
$

State and Local Income Tax Returns

State and Local Income Tax Returns

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As a result of your business's ${e://Field/Year} federal income tax return post-filing
activities, how many state and local income tax returns from any year did your
business amend? If you did not amend any state or local income tax returns, enter
0.

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Demographics

Demographics

On average how many full-time and part-time employees and contractors did your

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business have during Calendar Year 2022?

If you're not sure, please provide your best estimate. If you did not have any
employees in that category, enter 0.

Full-time employees

Part-time employees

Independent contractors

Improving the Business Compliance Burden Process

Improving the Business Compliance
Burden Process

How helpful would your company find the following services or features?

Earlier notification that there's an issue with a return
Not at all helpful
A little helpful
Somewhat helpful
Very helpful

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Don't know

Not at all helpful
A little helpful
Somewhat helpful

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Very helpful

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Fast track procedures to quickly resolve issues

Don't know

Ability to meet with IRS personnel via video conference
Not at all helpful
A little helpful

Somewhat helpful
Very helpful
Don't know

Ability to upload documentation via a secure online account
Not at all helpful

A little helpful
Somewhat helpful
Very helpful
Don't know

Improving the Business Compliance Burden Process
What do businesses like yours find to be the most difficult part of amending

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or resolving issues with an already-filed federal income tax return?

Please describe below any suggestions you have for how the IRS could
improve taxpayer services or reduce the compliance burden associated with
amending or resolving issues with an already-filed return.

End of Survey

You have finished the survey. 
Please click on the "Submit" button on the bottom right to submit your survey. Once
the survey is submitted, you will not be able to return to the survey.

At any time you can leave the survey and come back to complete it. 
The survey will pick up after the last page you completed. 
---------Frequently Asked Questions FAQ
Business Compliance Burden Survey Preview
---------Technical Assistance 1.202.803.9833 or [email protected]

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Form 14714-B (OS) (Rev 07-2022), Catalog Number 72375W OMB No. 1545-2212 Department of the Treasury - Internal Revenue Service

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