Survey PIAs

 

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2020 Latino Tax Professionals Association Focus Groups PDF SU-5487
2024 Customer Experience, Expectations and Needs (CEEN) Focus Groups PDF SU-1550
2024 IRS Nationwide Tax Forums Digital Asset Compliance PDF SU-1267
2024 IRS Nationwide Tax Forum Form 2290 Heavy Highway Vehicle Tax PDF SU-1264
2024 IRS Nationwide Tax Forum Interaction with IRS Examiners Feedback PDF SU-1260
2024 IRS Nationwide Tax Forum Online Tools Feedback PDF SU-1270
2024 IRS Nationwide Tax Forum Reasonable Cause Penalty Relief Feedback PDF SU-1274
2024 Nationwide Tax Forum UES Research PDF SU-1329
2024 IRS Nationwide Tax Forum Written Information Security Plan Feedback PDF SU-1269
2024 CEEN Survey PDF SU-1242
2024-02 IRS.gov First Time Filer Journey Usability Test Round 2 PDF SU-1130
2024 Needs and Engagement Survey of Tax Professionals (NEST) Cognitive Interviews PDF SU-1556
2024 Needs and Engagement Survey for Tax Professionals (NEST) Focus Groups PDF SU-1620
2025 IRS Nationwide Tax Forum Internal Revenue Manual (IRM) Usage PDF SU-2180
2025 IRS Nationwide Tax Forums Written Information Security Plan Interviews PDF SU-2181
Adjustments Customer Satisfaction Survey PDF CSAT
American Customer Satisfaction Index Survey PDF SU-3898
Appeals Customer Satisfaction Survey PDF SU-4039
Automated Collection System (ACS) Customer Satisfaction Survey (CSAT) (Toll-Free IVR) PDF SU-5801
Automated Collection System (ACS) Text Chat Survey PDF SU-3760
Automated Collection System Support (ACSS) Customer Satisfaction Survey (Mail) PDF SU-4004
Automated Underreporter (AUR) Customer Satisfaction Survey (Mail) PDF SU-4001
Business Tax Account PDF SU-1328
Business Tax Account Ad Hoc Recurring Research PDF SU-1652
Business Tax Account (BTA) Entity Authorization PDF SU-1357
Business Tax Account (BTA) Survey PDF SU-1351
Campus Correspondence Exam (CCE) Customer Satisfaction Survey (Mail) PDF SU-4002
Centralized Referrals Intake Processing (CRIP) Ad Hoc Recurring Research PDF SU-1683
Chatbot personality unmoderated ut 2024 PDF SU-1449
Clean Energy Usability Testing PDF SU-7961
Compliance Services Collection Operation (CSCO) Customer Satisfaction Survey (Mail) PDF SU-4005
Comprehensive Taxpayer Attitude Survey PDF CTAS
Correspondence Exam Secure Messaging Survey PDF SU-5713
Credential Service Provider (CSP) Usability Research PDF SU-5528
Digital Account Service Room at 2024 Nationwide Tax Forum PDF SU-1215
Direct File Usability Testing PDF SU-1023
Direct File User Observation Research PDF SU-1031
Due Diligence Webinar Survey for Attendees PDF SU-1741
Due Diligence Webinar Survey for Non-Attendees PDF SU-1751
Earned Income Tax Credit (EITC) Due Diligence (DD) Survey PDF SU-1477
E-help Desk Focus Groups PDF SU-1401
Employment Tax Customer Satisfaction Survey PDF BU-16-406
Enrolled Agent Special Enrollment Examination Cust Sat Survey PDF SU-1500
Estate and Gift Tax Customer Satisfaction Survey PDF BU-16-505
External Customer Satisfaction Survey PDF SU-3856
Field Compliance Safety Focus Groups PDF SU-5195
Field Collection Customer Satisfaction Survey PDF SU-4010
Field Exam Customer Satisfaction Survey PDF SU-4011
Free File Prototype Usability Test PDF SU-1048
Future State User Experience Research Study PDF SU-1253
FY24 Taxpayer Advocate Service Customer Satisfaction Survey PDF SU-1234
Gig Economy Worker Focus Groups PDF SU-4432
Increasing Refundable Credit Taxpayer Participation PDF SU-1303
Individual Online Account In App Notification User Testing PDF SU-1375
Individual Online Account (IOLA) Survey PDF SU-1462
Injured Spouse Customer Satisfaction Survey PDF SU-4518
Installment Agreement Create a Short-Term Payment Plan PDF SU-5768
IRA_ CHIPS - Clean Vehicle Dealers PDF SU-7972
IRS Individual Taxpayer Burden Surveys PDF ITBS
IRS Taxpayer Compliance Burden Surveys - Surveys PDF TCBS
IRS.gov Personalization & Login 1 PDF SU-1018
IRS.gov Sitewide Survey PDF SU-1454
IRS.gov Unauthenticated Experiences Ad Hoc Recurring Research PDF SU-1545
Low Income Tax Clinic (LITC) Focus Groups PDF SU-5917
Media and Publications - 2024 Business Taxpayers Survey PDF SU-1530
Media and Publications - 2024 Individual Taxpayers Survey PDF SU-1529
Media and Publications - 2024 Tax Return Preparers Survey PDF SU-1392
MITRE Research Project: Understanding Taxpayer Motivation PDF SU-5653
Needs and Engagement Survey of Tax Professionals Survey PDF SU-1491
OLS Digital Communication Options PDF SU-1324
Over-the-Phone Interpreter Taxpayer Feedback - Customer Satisfaction Survey PDF SU-1079
Privacy Collection Agency Survey PDF SU-4000
Reoccurring Usability Testing 2025 PDF SU-1446
Sales Tax Deduction Calculator Redesign Taxpayer User Testing PDF SU-5928
Sales Tax Deduction Calculator Redesign Tax Professional User Testing PDF SU-5929
Simple Notice Initiative Focus Group PDF SU-1249
Stakeholder Partnerships, Education and Communication (SPEC) PDF SU-1224
TAS Customer Satisfaction Survey PDF SU-5616
TAS Website Site Satisfaction Questions PDF SU-5712
Tax Court Settlement Day Participant Evaluation PDF SU-5451
Tax Pro Account Ad Hoc Recurring Research PDF SU-1641
TaxPro Account Business POA_TIA, Link a Business CAF & Manage CAF PDF SU-1332
Tax Pro Account (TPA) Survey PDF SU-1463
Tax Pro Account User Testing Fall 2020 PDF SU-5556
Tax Pro Authorizations in OLA Round 3 User Test PDF SU-5830
Taxpayer Communication Tool Ad Hoc Recurring Research PDF SU-1585
Taxpayer Digital Communication Survey PDF SU-5755
Taxpayer Digital Communications (TDC) Automated Underreporter (AUR) Survey PDF SU-5618
Taxpayer Experience Survey Focus Groups PDF SU-5545
Taxpayer Experience Survey PDF SU-6090
Tax Professional Journey Using IRS Resources and Applications PDF SU-1203
TFA 1099 UT Fall 2020 PDF SU-5502
TFA 1099 UT Round 4-5 Fall 2020 PDF SU-5632
TSO Taxpayer Interviews PDF SU-1365
Usability Testing-Mediabarn: FY2021-2023 PDF SU-5442
Usability Testing-MITRE: 2020-2022 PDF SU-5599
VITA GenAI Proof of Concept (usability review portion) PDF SU-1402
VITA/TCE Volunteer and Partner Recruitment PDF SU-4934
Volunteer Income Tax Assistance (VITA) Generative Artificial Intelligence (GenAI) Chatbot Proof of Concept (PoC) PDF SU-1680
W&I Reporting Compliance Closed Correspondence Exam PDF SU-1534
Wage & Investment E-Help Desk Focus Groups PDF SU-5744
Where's My Refund (WMR) Survey PDF SU-1464
Where’s My Refund (WMR) / Where’s My Amended Return (WMAR) Voicebot Customer Satisfaction Survey PDF SU-1822

Privacy Impact Assessments (PIAs)

Page Last Reviewed or Updated: 10-Sep-2025