| QID | Question Text | Answer Choices | Skip To | Required Y/N | Type |
| 1 | Please rate your agreement with the following statements about your visit to IRS.gov today: This interaction increased my trust in the IRS. |
1 = Strongly Disagree | Y | Radio button | |
| 2 = Disagree | |||||
| 3 = Neutral | |||||
| 4 = Agree | |||||
| 5 = Strongly Agree | |||||
| 2 | I am satisfied with the service I received from IRS.gov. | 1 = Strongly Disagree | Y | Radio button | |
| 2 = Disagree | |||||
| 3 = Neutral | |||||
| 4 = Agree | |||||
| 5 = Strongly Agree | |||||
| 3 | My need was addressed. | 1 = Strongly Disagree | 3.1 | Y | Radio button |
| 2 = Disagree | 3.1 | ||||
| 3 = Neutral | |||||
| 4 = Agree | |||||
| 5 = Strongly Agree | |||||
| 3.1 | Why was your need not addressed? Please do NOT provide any personal information (name, Social Security number, etc.) in your response. |
N | Text area | ||
| 4 | It was easy to complete what I needed to do. | 1 = Strongly Disagree | Y | Radio button | |
| 2 = Disagree | |||||
| 3 = Neutral | |||||
| 4 = Agree | |||||
| 5 = Strongly Agree | |||||
| 5 | It took a reasonable amount of time to do what I needed to do. | 1 = Strongly Disagree | Y | Radio button | |
| 2 = Disagree | |||||
| 3 = Neutral | |||||
| 4 = Agree | |||||
| 5 = Strongly Agree | |||||
| 6 | Who are you visiting IRS.gov today as? (Select all that apply.) | Myself (individual) or on behalf of others (example: family member, spouse or client) | 6.1 | Y | Checkbox |
| Business (example: corporation, partnership, small business or my employer) | |||||
| Charity or non-profit organization (example: tax exempt entity or government entity) | |||||
| Tax professional (example: accountant, attorney, bank trust officer, enrolled agent, tax consultant or tax preparer) | |||||
| Other | |||||
| 6.1 | Which situation best describes who you’re helping? (Select all that apply.) | Non-filer of a federal income tax return | N | Checkbox | |
| First-time federal income tax return filer | |||||
| Employee earning a wage or salary (Standard 1040 Filer) | |||||
| Retiree | |||||
| Earns self-employment income | |||||
| Someone who has employees | |||||
| Foreign national living in the United States | |||||
| US taxpayer living abroad | |||||
| Parent acting on behalf of a child | |||||
| Active duty member of the military | |||||
| Estate administrator acting on behalf of a deceased person and/or their estate | |||||
| Receives disability benefits | |||||
| 7 | What was your reason for visiting IRS.gov today? (Select all that apply.) | Economic impact payment information | Y | Checkbox | |
| Refund status | |||||
| Tax forms, publications, or instructions | |||||
| Child tax credit payment information | 7.2 | ||||
| Filing or filing information | |||||
| Payments, payment plans or balance information | 7.1 | ||||
| Tax records (tax transcript, account transcript, etc.) | |||||
| Tools for tax professionals (e.g., e-services) | |||||
| Free File information | |||||
| Tax Identification Number (EIN, PTIN, ITIN, etc.) | |||||
| Penalties | |||||
| Credits and deduction information | |||||
| Amended tax return status or information | |||||
| Identity theft, fraud, or scams | |||||
| General tax information | |||||
| Seek contact information | |||||
| Other | |||||
| 7.1 | Please indicate which specific payment tasks describe your visit today. (Select all that apply.) | Make an online payment | N | Checkbox | |
| Seek information about payment options | |||||
| Set up an installment agreement or online payment agreement | |||||
| Look-up, modify, or cancel an existing payment | |||||
| Look-up, modify, or cancel an existing payment agreement | |||||
| Check my account balance | |||||
| View my payment history | |||||
| Seek contact information | |||||
| Other | |||||
| 7.2 | Please indicate which specific child tax credit payment tasks describe your visit today. (Select all that apply.) | Check eligibility status | N | Checkbox | |
| View payment history | |||||
| Update payment information | |||||
| Update mailing address | |||||
| Unenroll from payments | |||||
| Re-enroll in payments | |||||
| Find general information about the credit | |||||
| 8 | Prior to this visit, what contact have you had with the IRS about your main reason for visiting? (Select all that apply.) | Have not been in contact with the IRS for this reason | Y | Checkbox | |
| Received a notice or letter from the IRS | |||||
| Called the IRS and spoke to a customer service representative | |||||
| Called the IRS and used the automated phone system to get information | |||||
| Visited an IRS office (Taxpayer Assistance Center) | |||||
| Used the IRS2Go Mobile App | |||||
| Visited IRS.gov | |||||
| 9 | Were you able to log in to (or create an account for) any IRS online tool today? | I did not have to log in or create an account | Y | Radio button | |
| I successfully logged in or created an account | |||||
| I was unable to log in or create an account | |||||
| 10 | What suggestions do you have to improve existing IRS.gov services? Please do NOT provide any personal information (name, Social Security number, etc.) in your response. |
N | Text area |
| Checkbox, one-up vertical |
| Drop down, select one |
| Radio button, one-up vertical |
| Radio button, scale, has don't know |
| Radio button, scale, no don't know |
| Text area, no char limit |
| Text field, <100 char |
| File Type | application/vnd.openxmlformats-officedocument.spreadsheetml.sheet |
| File Modified | 0000-00-00 |
| File Created | 0000-00-00 |