IRS surveys and outreach

This page provides a listing of current and recent IRS-sponsored surveys, including customer satisfaction surveys, taxpayer compliance burden surveys, and focus groups.

The IRS, as for all federal executive departments and agencies and their public websites, must comply with the Paperwork Reduction Act (44 U.S.C. Chapter 35) to ensure that information collected from the public minimizes burden and maximizes public utility.

One of the principal requirements of the PRA is that organizations must have Office of Management and Budget approval before collecting information from the public (such as forms, general questionnaires, surveys, instructions, and other types of information collections) and they must display the current OMB control number on the collection format.

IRS surveys conducted by mail, telephone and online provide the name of an IRS contact person and/or a helpline contact phone number. If you question the authenticity of the survey in any collection format, please review Report phishing.

Summary information

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OMB IRS office Activity End date Method Vendor
1545-2290 Appeals Appeals Customer Satisfaction Survey Ongoing Online No Vendor
OMB IRS office Activity End date Method Vendor
1545-1432 LB&I Compliance Assurance Process (CAP) Customer Satisfaction Survey Ongoing Online Pacific Consulting Group
1545-1432 LB&I Domestic IC/CIC Survey Ongoing Online Pacific Consulting Group
1545-1432 LB&I International Compliance Survey Ongoing Online Pacific Consulting Group
OMB IRS office Activity End date Method Vendor
1545-2290 OLS Sitewide survey (IRS.gov) Ongoing Online No Vendor
1545-2256 TSSS/Online Services Online Usability Testing Ongoing Online (Teams) Usability Testing with Moderator Pacific Consulting Group
1545-2290 OLS Direct Pay Survey Ongoing Online No Vendor
1545-2290 OLS Tax Pro Account Survey Ongoing Online No Vendor
1545-2290 OLS Online Account Survey Ongoing Online No Vendor
OMB IRS office Activity End date Method Vendor
1545-2212 RAAS Business Taxpayer Burden Survey 6/30/2025 Online No Vendor
OMB IRS office Activity End date Method Vendor
1545-1432 RPO Enrolled Agent Special Enrollment Exam 2/28/2026 Online No Vendor
OMB IRS office Activity End date Method Vendor
1545-2290 SB/SE Automated Collection System Ongoing IVR Phone Fors Marsh Group, LLC
1545-2250 SB/SE ACS Support Ongoing Online No Vendor
1545-2250 SB/SE Automated Under Reporter Ongoing Online No Vendor
1545-2250 SB/SE Correspondence Center Exam Ongoing Online No Vendor
1545-2250 SB/SE Innocent Spouse Ongoing Online No Vendor
1545-2250 SB/SE Compliance Services Collection Operation Ongoing Online No Vendor
1545-2250 SB/SE Field Collection Ongoing Online No Vendor
1545-2250 SB/SE Field Examination Ongoing Online No Vendor
1545-2250 SB/SE Employment Tax Examination Ongoing Online/Mail No Vendor
1545-2250 SB/SE Excise Tax Examination Ongoing Online/Mail No Vendor
1545-2250 SB/SE Estate and Gift Tax Examination Ongoing Online/Mail No Vendor
OMB IRS office Activity End date Method Vendor
1545-2250 TE/GE Exempt Organizations Determinations Ongoing Mailed, paper survey Fors Marsh Group, LLC
1545-2250 TE/GE Exempt Organizations Examinations Ongoing Mailed, paper survey Fors Marsh Group, LLC
1545-2250 TE/GE Employee Plans Determinations Ongoing Mailed, paper survey Fors Marsh Group, LLC
1545-2250 TE/GE Employee Plans Examinations Ongoing Mailed, paper survey Fors Marsh Group, LLC
1545-2250 TE/GE Federal, State & Local Governments Examination Ongoing Mailed, paper survey Fors Marsh Group, LLC
1545-2250 TE/GE Tax Exempt Bonds Exam Ongoing Mailed, paper survey Fors Marsh Group, LLC
1545-2250 TE/GE Indian Tribal Government Exam Ongoing Mailed, paper survey Fors Marsh Group, LLC
OMB IRS office Activity End date Method Vendor
1545-2256 TXO Taxpayer Interviews Ongoing Online Deloitte

Taxpayer Services (TS): Customer Assistance, Relationship & Education (CARE): Field Assistance

OMB IRS office Activity End date Method Vendor
1545-2250 TS:CAR:FA TAC Office Ongoing Comment card Pacific Consulting Group

TS: CARE: Stakeholder Partnerships, Education and Communication (SPEC)

OMB IRS office Activity End date Method Vendor
1545-2250 TS:CAR:SPEC SPEC Partner Ongoing Online  
1545-1432 TS:CAR:SPEC Volunteer Experience Survey Ongoing Online  

Taxpayer Services (TS) Customer Account Services (CAS)

OMB IRS office Activity End date Method Vendor
1545-2250 TS:CAS Adjustments Ongoing Mail- Paper Survey ICF MACRO, INC.
1545-2290 TS:CAS E-Help Ongoing IVR Phone ICF Incorporated
1545-2250 TS:CAS Injured Spouse Ongoing Mailed, paper survey Fors Marsh Group, LLC
1545-2290 TS:CAS Practitioner Priority Service Ongoing IVR Phone PCG
1545-2290 TS:CAS Accounts Management Toll-Free Ongoing IVR Phone PCG
1545-2290 TS:CAS TE/GE Toll-Free Ongoing IVR Phone FMG
1545-2290 TS:CAS Toll-Free TAC Appointment Line Survey and Follow-up Survey Ongoing IVR Phone/Online and Phone FMG

Taxpayer Services (TS)

OMB IRS office Activity End date Method Vendor
1545-2290 TS: Return Integrity & Compliance Services (RICS) Refundable Credits Examination Operations (RCEO) Ongoing Mail/Online Fors Marsh Group, LLC
1545-2290 TS: Return Integrity & Compliance Services (RICS) Refundable Credits Examination Operations (RCEO) Toll-Free Ongoing IVR Phone (phone) Mail (w/online option) FMG
1545-2290 TS Field Assistance Comment Card (National) Ongoing Comment card  
1545-2290 TS Field Assistance Appointment Services Follow-Up Survey Ongoing IVR phone and Online