CS-23-544 Field Specialty - Estate and Gift Tax Exam Survey

OMB # 1545-1432

IRS CUSTOMER EXPERIENCE SURVEY
ESTATE AND GIFT TAX EXAMINATION

The IRS is trying to improve its service to the public. You can help in this important mission by answering the
questions below. This voluntary survey should take less than 5 minutes to complete. Your identity will not be
provided to the IRS. If you have any questions about this survey, you may call the Survey Helpline at
800-521-7177. Please use black or blue ink to complete the survey.
Q1 The following questions ask your opinion regarding how the IRS handled your recent Estate and Gift Tax audit. For
each question, regardless of whether you agree or disagree with the final outcome, please indicate your answer by
checking the box that best represents your opinion. If a question does not apply to you, please mark "Don't Know/Not
Applicable."
Initial Notification of Audit
How satisfied are you with the...
a.

Explanation of how long the audit process
would take from start to finish

b.

Explanation of what information you needed
to provide

Very
Dissatisfied

Somewhat
Dissatisfied

Neither
Satisfied nor
Dissatisfied

Somewhat
Satisfied

Very
Satisfied

Don't Know/
Not Applicable

Very
Dissatisfied

Somewhat
Dissatisfied

Neither
Satisfied nor
Dissatisfied

Somewhat
Satisfied

Very
Satisfied

Don't Know/
Not Applicable

Very
Dissatisfied

Somewhat
Dissatisfied

Neither
Satisfied nor
Dissatisfied

Somewhat
Satisfied

Very
Satisfied

Don't Know/
Not Applicable

Very
Dissatisfied

Somewhat
Dissatisfied

Neither
Satisfied nor
Dissatisfied

Somewhat
Satisfied

Very
Satisfied

Don't Know/
Not Applicable

Estate and Gift Tax Audit Process
How satisfied are you with the...
c.

Explanation of why more information was
needed after the initial request

d.

Auditor's professionalism

e.

Auditor's tax knowledge

f.

Time your auditor took to respond to
your questions

g.

Amount of time you had to spend on the
audit process

h.

IRS communication with you throughout
the audit process

i.

Fairness of treatment during the audit

Completion of Audit
How satisfied are you with the...
j.

Length of the audit process from start to finish

k.

Explanation of the final decision for your audit,
including any changes made

l.

Notification of the completion of your audit

Q2 Regardless of whether you agree or disagree
with the final outcome, how would you rate your
overall satisfaction with the way your Estate and
Gift audit was handled?

Q3 How long did you expect the audit to take from start to finish?
Months

Q4 Were you informed about the status of your audit throughout the audit process?
Form 13523 (Rev. 4-2023)

Cat. No. 37975Q

Yes

No

Department of the Treasury - Internal Revenue Service

Q5 Did you send documents to the auditor electronically
using any of the following methods? (Select all that apply)

Q8

OMB # 1545-1432

Did the auditor advise you that electronic
communications are not necessarily secure?

No, I did not send documents electronically.

Yes

E-mail

No

E-fax

Q9

E-signature

With regards to this audit, are you the...
Executor (A person named in the will and/or empowered
by the court to administer an estate)

Third-party website (LeapFILE, Hightail, ShareFile,
Dropbox, etc.)

Donor (A person that makes a gift)

Taxpayer Digital Communication

Estate attorney who represented the executor or donor

IRS Document Upload Tool

Tax professional who represented the executor or donor

Other (specify below)

Someone else who represented the executor or donor

If you are NOT the Executor or Donor, skip to Q11
Q6 Did you receive documents from the auditor electronically
using any of the following methods? (Select all that apply)

Q10 If you are the Executor or Donor, did you...
Use a tax professional to represent you for this audit

No, I did not receive documents electronically.

Represent yourself

E-mail

Both

E-fax
E-signature
Third-party website (LeapFILE, Hightail, ShareFile,
Dropbox, etc.)

Q11 Rate your level of agreement with: This interaction
increased my trust in the IRS.
Strongly Disagree

Taxpayer Digital Communication

Somewhat Disagree

Other (specify below)

Neither Agree nor Disagree
Somewhat Agree
Strongly Agree

Q7 If you sent or received documents electronically, how did
you consent to the electronic transmission of documents?

Q12 Please provide any comments or suggestions
for improvement.

I did not send or receive documents electronically
Written consent
Verbal consent
Other (specify below)

Occasionally, we conduct additional in-depth IRS-related research. Research participants may receive a small monetary
incentive to participate depending on the research. If you are interested in participating in future research, please provide us
with your telephone number and your email address (if available). This information will not be shared with the IRS and will be
used only for the purpose of survey research.
Telephone
number:

Email
address:
Enter your 10-digit phone number
Print one digit in each square

Enter your email address using all capital letters.

If you have been unable to resolve any specific problems with your tax matter through the normal IRS channels,
or face a significant hardship due to the application of tax law, we encourage you to contact the Taxpayer Advocate Service
at 1-877-777-4778 or www.taxpayeradvocate.irs.gov.
Privacy Act and Paperwork Reduction Act Notice
Our authority for requesting information with this survey is U.S.C. Section 301, and 26 U.S.C. Sections 7801, 7803, and 7805. The information you
provide allows the IRS to analyze interactions between the IRS and taxpayers. This information will also help us to improve taxpayer service. Data
collected will be shared with IRS staff, but your responses will be used for research and aggregate reporting purposes only and will not be used for
other non-statistical or non-research purposes. The information that you provide will be protected as required by law. We estimate that it will take 5
minutes to complete this survey, including the time for reviewing instructions and completing the collection of information. Providing the information is
voluntary; not providing all or part of the information requested will have no impact on you but may reduce our ability to address taxpayer concerns
regarding taxpayer service. We may not conduct or sponsor, and you are not required to respond to, a collection of information unless it displays a
valid OMB control number. The OMB number for this survey is 1545-1432. Send comments regarding this burden estimate for completing the survey
or any other aspect of this collection of information, including suggestions for reducing this burden to: IRS, Special Services Section,
SE:W:CAR:MP:T:M:SP, Room 6129, 1111 Constitution Avenue, NW, Washington, DC 20224.

Thank you for completing the survey.
Please return this questionnaire to Fors Marsh, PO Box 5703, Hopkins, MN 55343-5703.
Form 13523 (Rev. 4-2023)

Cat. No. 37975Q

Department of the Treasury - Internal Revenue Service