Form 238 2019 238 IRS Mobile Survey Model and Custom Questions v4

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Overview

New Survey
Model Qsts
CUSTOM Qsts

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Sheet 1: New Survey

CUSTOM QUESTIONS
IRS Mobile v2
IRS Mobile v2 CUSTOM QUESTION LIST
QID	Question Text	A11 Category	Answer Choices (limited to 50 characters)	Skip to	Note	Type (select from list)	Required Y/N
1	I am visiting IRS.gov today as….		An individual taxpayer (myself, my household, family member, etc.)	2		Radio button, one-up vertical	Y
			A business (corporation, partnership, small business, employee, etc.)	3
			A charity or non-profit organization (tax exempt entity, government entity, employee, etc.)	3
			A tax professional (accountant, attorney, bank trust officer, enrolled agent, tax consultant, tax preparer, etc.)	3
			Other	1a
1a	Please specify what best describes your role today:			3		Text field, <100 char	N
2	Do any of these situations apply to you? (Select all that apply)		Wage/salary receiving employee (Standard 1040 Filer)	3		Checkbox, one-up vertical	N
			Retired	3
			Have self-employment income	3
			Foreign national living in the US	3
			US taxpayer living abroad	3
			Parent acting on behalf of a child	3
			Active duty military	3
			Acting on behalf of a deceased person and/or estate	3
			Disability recipient	3
			Other	2a
2a	Please describe your tax role/situation:			3		Text field, <100 char	N
3	What was your main reason for visiting IRS.gov today?		Refund status or refund information	4b		Radio button, one-up vertical	Y
			Tax forms, publications, or instructions	5
			Filing or filing information	5
			Payments or balance info (make a payment, payment agreements, check balance, find payment info, etc.)	4a
			Tax records (tax transcript, account transcript, etc.)	5
			Other	3a
3a	What was your main reason for visiting IRS.gov today?		Seek contact information	5		Radio button, one-up vertical	Y
			Tools for tax professionals (e.g., e-services)	5
			Free File information	5
			Tax Identification Number (EIN, PTIN, ITIN, etc.)	5
			Penalties	5
			Credits and deduction information	5
			Amended tax return status or amend my previously filed return	5
			Identity theft, fraud, or scams	5
			General tax information	5
			Other	3b
3b	Please specify other reason for visiting:			5		Text field, <100 char	N
4a	Please indicate which specific payment tasks describe your visit today. (Select all that apply)		Make an online payment	5		Checkbox, one-up vertical	Y
			Seek information about payment options	5
			Set up an installment agreement or online payment agreement	5
			Look-up, modify, or cancel an existing payment	5
			Look-up, modify, or cancel an existing payment agreement	5
			Check my account balance	5
			View my payment history	5
			Seek contact information	5
			Other	4aa
4aa	Please specify your other payment task:			5		Text field, <100 char	N
4b	Please indicate which specific refund tasks describe your visit today. (Select all that apply)		Check status of refund	5		Checkbox, one-up vertical	Y
			General information about tax refunds	5
			Review refund FAQs	5
			Seek contact information	5
			Other	4ba
4ba	Please specify your other refund task:			5		Text field, <100 char	N
5	Please specify what best describes your use of the IRS2Go Mobile App		I am not aware of IRS2Go	6		Radio button, one-up vertical	N
			I am aware of the app, but have not used it	6
			I have used the app	6
6	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	7		Checkbox, one-up vertical	N
			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
7	My need was addressed	Quality	Strongly Disagree			Radio button, one-up vertical	Y
			Disagree
			Neutral
			Agree
			Strongly Agree
8	It was easy to complete what I needed to do	Ease	Strongly Disagree			Radio button, one-up vertical	Y
			Disagree
			Neutral
			Agree
			Strongly Agree
9	It took a reasonable amount of time to do what I needed to do	Efficiency	Strongly Disagree			Radio button, one-up vertical	Y
			Disagree
			Neutral
			Agree
			Strongly Agree
10	This interaction increased my confidence in the IRS	Confidence	Strongly Disagree			Radio button, one-up vertical	Y
			Disagree
			Neutral
			Agree
			Strongly Agree
11	In the past year, about how often did you visit IRS.gov?		This is my first time			Radio button, one-up vertical	N
			About once a week or more
			About once a month
			Every 6 months or less
			About once a year
			Less than once a year
12	If you could change one thing about this website what would it be?					Text area, <255 character limit	N

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Sheet 2: Model Qsts

Model Name: IRS v3				Red & Strike-Through: Delete
Model ID: MNctApFhltd0k9I0UoMFsA4C				Underlined & Italicized: Re-order
Partitioned: Yes 2MQ				Pink: Addition
Date: 2/29/2016				Blue: Reword
	Element Questions		Satisfaction Questions		Future Behaviors (A11 Trust/Confidence?)
	Look and Feel (1=Poor, 10=Excellent, Don't Know)		Satisfaction (A11 Satisfaction)		Return (1=Very Unlikely, 10=Very Likely)
1	Please rate the visual appeal of IRS.gov.	16	What is your overall satisfaction with IRS.gov? (1=Very Dissatisfied, 10=Very Satisfied)	19	How likely are you to return to IRS.gov?
2	Please rate the balance of graphics and text on IRS.gov.	17	How well does IRS.gov meet your expectations? (1=Falls Short, 10=Exceeds)		Recommend (1=Very Unlikely, 10=Very Likely)
3	Please rate the readability of the pages on IRS.gov.	18	How does IRS.gov compare to your idea of an ideal website? (1=Not Very Close, 10=Very Close)	20	How likely are you to recommend IRS.gov to someone else?
	Site Performance (1=Poor, 10=Excellent, Don't Know)				Primary Resource (1=Very Unlikely, 10=Very Likely)
4	Please rate how quickly pages load on IRS.gov.			21	How likely are you to use IRS.gov as your primary resource for tax information?
5	Please rate the consistency of speed from page to page on IRS.gov.
6	Please rate how completely the page content loads on IRS.gov.
	Navigation (1=Poor, 10=Excellent, Don't Know)
7	Please rate how well IRS.gov is organized.
8	Please rate the options available for navigating IRS.gov.
9	Please rate how well IRS.gov layout helps you find what you need.
	Information Browsing (1=Poor, 10=Excellent, Don't Know)
10	Please rate the ability to sort information by criteria that are important to you on IRS.gov.
11	Please rate the ability to narrow choices to find the information you are looking for on IRS.gov.
12	Please rate how well the features on IRS.gov help you find the information you need.
	Site Information (1=Poor, 10=Excellent, Don't Know)
13	Please rate the thoroughness of information provided on IRS.gov.
14	Please rate how understandable IRS.gov’s information is.
15	Please rate how well IRS.gov’s information provides answers to your questions.

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Sheet 3: CUSTOM Qsts

Model Name: IRS Mobile
Model ID: coYhBZM45141xIUcQgoJRw4C
Partitioned: Yes 2MQ
Date: 10/04/2016
QID	QUESTION META TAG	Skip From	Question Text	Answer Choices	Skip To	Required Y/N	Type	Special Instructions	CQ Label
HDU6974Q001			How frequently do you visit IRS.gov?	This is my first time		Y	Radio button, one-up vertical		Frequency
				Daily
				About once a week
				About once a month
				About every 6 months
				About once a year or less often
HDU6974Q002	Role		Which best describes you for your visit to IRS.gov today?	An individual taxpayer		Y	Radio button, one-up vertical	Skip logic	Role
				A business (corporation, partnership, small business, etc.)
				A charity or non-profit organization (tax exempt entity, government entity, etc.)
				A tax professional (accountant, attorney, bank trust officer, enrolled agent, tax consultant, tax preparer, etc.)
				Other	A
HDU6974Q003		A	Please specify what best describes you.			N	Text field, <100 char	Skip logic	Other role
HDU6974Q004	Primary Reason - Federal Government or Informational Non-Profit		Why did you visit IRS.gov today?	Amended tax return status or amend my previously filed return	B	Y	Radio button, one-up vertical	Skip logic	Reason
				EIN (Employer Identification Number)	D
				Tools for tax professionals (e.g., e-services)	D
				Filing a return	D			Randomize
				Free File information	B
				Credits and deductions information	B
				General tax information	B
				Penalties	B
				Received a notice/letter from IRS	B
				News and events	B
				Affordable Care Act information	B
				Payments	D
				PTIN (Preparer Tax Identification Number)	D
				Refund status	B
				Tax forms, publications, or instructions	B
				Tax transcript	D
				Other	A			Anchor answer choice
HDU6974Q005		A	Please specify your other reason for visiting.			N	Text area, no char limit	Skip logic	Other reason
HDU6974Q006		B	Did you find the information you were looking for today?	Yes		Y	Radio button, one-up vertical	Skip logic	Tax Info Found info
				No	C
HDU6974Q007		C	Please describe any difficulties that prevented you from finding what you needed.			N	Text area, no char limit	Skip logic	Tax Info Difficulties
HDU6974Q008		D	To what extent were you able to complete the task(s)?	I was able to complete all my task(s)		Y	Radio button, one-up vertical	Skip logic	Task accomplishment
				I was able to complete most of my task(s)
				I was able to complete some of my task(s)	E
				I was unable to complete any of my task(s)	E
HDU6974Q009		E	What prevented you from accomplishing your task?			N	Text area, no char limit	Skip logic	Prevented task
HDU6974Q010	OE_Improve Experience		What could we do to make our website better?			N	Text area, no char limit		Improvement
HDU6974Q011			Which of the following devices would you consider using to visit IRS.gov? (Select all that apply)	Desktop or Laptop Computer		Y	Checkbox, one-up vertical		Access preference
				Mobile phone
				Tablet
				No preference				Mutually Exclusive