Due Diligence Webinar Survey for Attendees
The purpose of this research is to help the IRS improve Due Diligence webinars for tax preparers like you. You were selected to receive this survey because our records show that you were invited to, and attended, a Due Diligence webinar. Your answers will remain private to the extent allowed by law, and your participation is voluntary. You may stop at any time or skip any question you do not wish to answer.
Your opinions are important because you will be representing tax preparers across the United States and your responses will be used to improve the webinars.
The Paperwork Reduction Act requires that the IRS display an OMB control number on all public information requests. The OMB Control Number for this study is 1545-1432. Also, if you have any comments regarding the time estimates associated with this study or suggestions on making this process simpler, please write to the, Internal Revenue Service, Special Services, SE:W:CAR:MP:T:M:SP, 1111 Constitution Ave. NW, Room 6129, Washington, DC 20224.
Privacy Act Statement: We are committed to protecting your privacy rights. Our authority for requesting the information is 5 USC 301. The Return Integrity and Compliance Service (RICS) would like to collect feedback from those who do and do not attend the Due Diligence webinar in order to improve the experience for future attendees. Our intention is to keep identities of participants anonymous by aggregating information. Your participation is voluntary. If you do not participate, we will not have the benefit of your input to improve our program. You will have the opportunity to provide written comments, suggestions, or other feedback. We will not share the information you give us outside of IRS employees who need the information, unless required by law. Any information we collect and maintain will be handled in accordance with the access and privacy protection requirements of the Internal Revenue Code, the Privacy Act of 1974, the Freedom of Information Act, and IRS policies and practices. Visit the IRS Electronic Freedom of Information Act Reading Room for more information about these laws. We document much of our internal policy on these laws in IRM 10.5.1, Privacy Policy.
We estimated the time required to complete the survey to be approximately 5 minutes.
How long have you been a paid tax return preparer?
0 – 3 years
4 – 10 years
More than 10 years
What is your age?
18 – 29
30 – 39
40 – 49
50 – 59
60 and older
What tax preparing credentials do you have?
Authorized e-file provider
Certifying Acceptance Agent (CAA) / Acceptance Agent (AA)
Certified Public Accountant (CPA)
Enrolled agent
Tax attorney
Unenrolled tax preparer
Other – Please specify
How many tax returns did you complete last year, 2024 (for tax year 2023)?
Less than 100
100 – 499
500 – 1000
Over 1000
How much of the webinar did you view?
None of the webinar
Very little of the webinar
Less than half of the webinar
More than half of the webinar
Most of the webinar
All of the webinar
How did you first learn about the Due Diligence webinar?
Employer
Letter from the IRS
Notice on Online Account
Referred by another tax return preparer
Social media
Other - Please specify
Would you recommend the Due Diligence webinar to other tax return preparers?
No
Yes
Was the information provided during the Due Diligence webinar easy to understand?
No
Yes
Will the Due Diligence webinar help you to fulfil your Due Diligence requirements?
No
Yes
How engaging was the Due Diligence webinar?
Not at all engaging
Somewhat engaging
Very engaging
What did you like about the Due Diligence webinar?
Select all that apply.
Convenience of the online format
Ease of joining the webinar
Information provided in the webinar
Multiple webinar offerings at different times
The ability to earn continuing education credits
The length of the webinar
Timing of the webinar
Other – Please specify
None of the above
Are you aware of the Tax Preparer Toolkit?
No
Yes
(If answered Yes to Question 12). Have you ever used the following resources in the Tax Preparer Toolkit?
Select all that apply.
Common Due Diligence Situations
Due Diligence Training Module
Due Diligence Videos
Form 886-H-EIC, Documents You Need to Send to Claim the Earned Income Tax Credit (EITC) on the Basis of a Qualifying Child or Children
Handling the Most Common EITC Errors
Nationwide Tax Forum Videos
Publication 4687, Paid Preparer Due Diligence
None of the above
How could the Due Diligence webinar be improved (select all that apply)?
Allow for more attendee interaction
Eliminate technological issues
Include more client scenarios
Offer the webinar at different times of the day
Offer the webinar outside of filing season
Offer the webinar in Spanish
Offer the webinar in another language – Please specify
Provide more detail on how to complete Form 8867, Paid Preparer’s Due Diligence Checklist
Provide more detail on the Due Diligence requirements
Provide more detail on what to do after receiving a letter from the IRS about Due Diligence
Provide more detail about a Due Diligence examination
Other – Please specify
No changes needed
How do you plan on changing the procedures in your office after attending the Due Diligence webinar?
Ask more probing questions of clients
Document client responses to questions
Retain copies of client provided documents
Other – Please specify
No changes needed
This concludes the survey. Thank you for your participation!
| File Type | application/vnd.openxmlformats-officedocument.wordprocessingml.document |
| Author | Darbor Kathleen E |
| File Modified | 0000-00-00 |
| File Created | 2025-12-30 |