CS-23-538 Pre Filing Agreement Survey

Large Business and International Division

Assistant Deputy Commissioner Compliance Integration

Pre-Filing Agreement (PFA) Program

Participating Company Questionnaire OMB #

Company Name:

Instructions: Please circle your response to the following questions.

1. On a scale of 1 to 5 where 1 is low and 5 is high, please rate your overall level of satisfaction with the PFA process:

2. How likely are you to recommend the PFA process to others:

3. The Pre-Filing Agreement (PFA) process was clearly communicated during the orientation session.

4. During the orientation session, questions regarding the PFA process were completely addressed.

5. The PFA audit plan was developed with input from both the IRS and the company.

6. The IRS requests for information were relevant to resolve the PFA issue.

7. The time taken by the IRS to review information during the entire “Factual Development” stage of the PFA process was appropriate.

8. The time taken by the IRS to complete the “Closing Agreement”

stage of the PFA process was appropriate.

8. IRS team members were accessible during the process to resolve

the PFA issue.

1 Very Dissatisfied

2 Dissatisfied

3 Neither

4 Satisfied

5 Very Satisfied

Does Not Apply Not Known

Very Unlikely

Unlikely

Perhaps

Likely

Very Likely

Does Not Apply Not Known

Strongly Disagree

Disagree

Neither Agree nor Disagree

Agree

Strongly Agree

Does Not Apply Not Known

Strongly Disagree

Disagree

Neither Agree nor Disagree

Agree

Strongly Agree

Does Not Apply Not Known

Strongly Disagree

Disagree

Neither Agree nor Disagree

Agree

Strongly Agree

Does Not Apply Not Known

Strongly Disagree

Disagree

Neither Agree nor Disagree

Agree

Strongly Agree

Does Not Apply Not Known

Strongly Disagree

Disagree

Neither Agree nor Disagree

Agree

Strongly Agree

Does Not Apply Not Known

Strongly Disagree

Disagree

Neither Agree nor Disagree

Agree

Strongly Agree

Does Not Apply Not Known

Strongly Disagree

Disagree

Neither Agree nor Disagree

Agree

Strongly Agree

Does Not Apply Not Known

Have you ever been audited before? If “Yes”, continue with the questions below. If “No”, please skip to question 17.

For questions 10 through 16, compare the PFA process with your prior audit experience.

8. The total number of staff days or hours used were:

8. The elapsed time from start to finish was:

8. The spirit of cooperation between IRS and the company is now:

8. The ability to reach agreement at the lowest level was:

8. The ease in reaching agreement was:

8. Monetary costs incurred to resolve the issue were:

8. The ability to present an accurate tax return for financial statement purposes was:

8. Please provide any comments regarding the PFA process.

(Attach separate sheet if necessary)

Significantly More

More

About the Same

Less

Significantly Less

Does Not Apply Not Known

Significantly More

More

About the Same

Less

Significantly Less

Does Not Apply Not Known

Significantly Less

Less

About the Same

Improved

Significantly Improved

Does Not Apply Not Known

Significantly Less

Less

About the Same

Greater

Significantly Greater

Does Not Apply Not Known

Significantly Less

Less

About the Same

Greater

Significantly Greater

Does Not Apply Not Known

Significantly More

More

About the Same

Less

Significantly Less

Does Not Apply Not Known

Significantly Less

Less

About the Same

Improved

Significantly Improved

Does Not Apply Not Known

Thank You for Participating

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