CS-23-546 Field Specialty - Excise Tax Survey

OMB # 1545-1432

IRS CUSTOMER EXPERIENCE SURVEY
EXCISE TAX AUDIT OR REGISTRATION REVIEW

The IRS is trying to improve its service to the public. You can help in this important mission by providing your feedback 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.
The following questions ask your opinion regarding how the IRS handled your most recent Excise Tax audit or Form 637
registration review. 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."
Q1 INITIAL REGISTRATION PROCESS
Only answer Q1a-Q1c if you submitted an initial application for a 637 registration in the past year. Otherwise, skip to Q2.

How satisfied are you with the...
a.

Ease of filing out Form 637, Excise Tax Application for Registration

b.

Length of time it took from when you submitted your registration
application to your first appointment/contact with an auditor
or reviewer

c.

Length of time it took from your first appointment/contact with an
auditor or reviewer to when you received the letter of approval
or denial

Neither
Somewhat
Very
Somewhat
Satisfied nor
Satisfied
Dissatisfied Dissatisfied
Dissatisfied

Very
Satisfied

Don't Know/
Not Applicable

Neither
Somewhat
Very
Somewhat
Satisfied nor
Satisfied
Dissatisfied Dissatisfied
Dissatisfied

Very
Satisfied

Don't Know/
Not Applicable

Q2 EXCISE TAX AUDIT OR REGISTRATION REVIEW PROCESS
How satisfied are you with the...
a.

Initial information the IRS provided (e.g., letters/notices, phone
calls, IRS publications) so that you knew what to expect during the
audit/review

b.

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

c.

Explanation of why more information was needed after the initial
appointment/contact

d.

Consideration given to the information you provided

e.

Professionalism of your auditor or reviewer

f.

Time your auditor or reviewer took to respond to your questions

g.

IRS communication with you throughout the audit/review process

h.

Fairness of treatment during the audit/review

i.

Length of the audit/review process from start to finish

j.

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

k.

Manager's effect on your audit/review, if you communicated
with the manager

Q3 AUDIT PROCESS ONLY
Only answer Q3a-Q3c if you completed an Excise Tax audit. Otherwise, skip to Q4.
Neither
Somewhat
Very
Somewhat
Satisfied nor
Satisfied
Dissatisfied Dissatisfied
Dissatisfied

How satisfied are you with the...
a.

Explanation of the reason(s) for the audit

b.

Explanation of your payment options, if there was a change

c.

Information provided to you on how to appeal the audit findings if
you did not agree

Form 13257-L (Rev. 4-2023)

Cat. No. 49043N

Very
Don't Know/
Satisfied Not Applicable

Department of the Treasury - Internal Revenue Service

OMB # 1545-1432

Q4

Regardless of whether you agree or disagree with the
final outcome, how would you rate your overall
satisfaction with the way your Excise Tax audit or
registration review was handled?

Q6

Were you informed about the status of your
audit/review throughout the audit/review process?
Yes
No

Very Dissatisfied

Q7

Somewhat Dissatisfied

With regard to this audit/review, are you...

Neither Satisfied nor Dissatisfied

The taxpayer

Somewhat Satisfied

A tax professional who represented the taxpayer

Very Satisfied

Someone else who represented the taxpayer

Don’t Know/Not Applicable

If you are NOT the Taxpayer, skip to Q9
Q5a Did you request any changes with regard to your
registration review or audit? [Example: requested a
suspension of the audit/review]

Q8

If you are the taxpayer, did you...
Use a tax professional to represent you for this audit/review
Represent yourself

Yes
No

Both

SKIP TO Q6

Q9
Q5b If a change was requested, what was the reason for
your request?

Rate your level of agreement with: This interaction
increased my trust in the IRS.
Strongly Disagree
Somewhat Disagree
Neither Agree nor Disagree
Somewhat Agree
Strongly Agree

Q10 Please provide any comments or suggestions for improvement.

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 email address using all capital letters.

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

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 13257-L (Rev. 4-2023)

Cat. No. 49043N

Department of the Treasury - Internal Revenue Service