CS-24-557 Business Tax Account Survey

Question #	Page	Question Type	Research question addressed	Survey QuestionText	Required?	Answer Type	Answer Choices	Condition
1	1	A-11 (Required by OMB)		This interaction increased my trust in the IRS.	Y	Scale 1-5
2	1	A-11 (Required by OMB)/User satisfaction		I am satisfied with the service I received from business tax account.	Y	Scale 1-5
3	1	A-11 (Required by OMB)/User satisfaction	Were users able to accomplish what they wanted to do? (What's working/meeting expectations/useful)	Business tax account met my needs.	Y	Scale 1-5
3.1	1		Why were users not able to accomplish what they wanted to do?	Why was your need not met? Please do NOT provide any personal information (name, Social Security number, etc.) in your response.	N	Text		Q3 = 1-2
3.2	1		What did users find most useful about BTA?	How did business tax account meet your needs? Please do NOT provide any personal information (name, Social Security number, etc.) in your response.	N	Text		Q3 = 3-5
4	1	A-11 (Required by OMB)/User satisfaction	How easy was BTA for users to use?	It was easy to complete what I needed to do.	Y	Scale 1-5
5	1	A-11 (required by OMB)/User satisfaction		It took a reasonable amount of time to do what I needed to do.	Y	Scale 1-5
6	2	User demographics	Who is trying to access BTA?	Which best describes your role(s) when using business tax account? (Select all that apply)	Y	Checkboxes	I own a sole proprietorship
							I'm the employee of a sole proprietorship
							I receive a schedule K-1 from a partnership
							I receive a schedule K-1 from an S corporation
							Other
6.1	2	User demographics	Who is trying to access BTA?	Specify your other role. Please do NOT provide any personal information (name, Social Security number, etc.) in your response.	N	Text		Q6 = Other
7	2	User goals	What are users trying to accomplish?	Why did you use business tax account today? (Select all that apply)	Y	Checkboxes	Set up account
							View account balance
							Get tax transcripts
							Read notices and letters from the IRS
							Add additional users for company
							Access Clean Energy account
							Get business tax compliance report
							Get tax certificate for federal contract award use
							Other
							R2.1 Make a payment	Add in March 2024
							R2.1 View payment history and status	Add in March 2024
							R2.1 Authorize tax professional to act for business	Add in Q1 FY25
							R2.1 Get Employee Identification Number (EIN) verification letter	Add in Q4 FY24
7.1	2	User goals	What are users trying to accomplish?	What other reason(s) did you have for using business tax account? Please do NOT provide any personal information (name, Social Security number, etc.) in your response.	N	Text		Q7 = Other
8	2	Product knowledge	How are users hearing about BTA?	How did you learn about business tax account? (Select all that apply)	N	Checkboxes	Word of mouth
							Web search e.g., Google
							IRS.gov
							Professional publication
							Social media
							IRS marketing and public announcements
							Other
8.1	2	Product knowledge	How are users hearing about BTA? (lower priority)	What other way did you learn about business tax account? Please do NOT provide any personal information (name, Social Security number, etc.) in your response.	N	Text		Q8 = Other
9	2	User demographics	Who is trying to access BTA?	Is this your first time using business tax account?	Y	Radio button	Yes
							No
10	2	Future needs/improvement	What else do users want from BTA?	What suggestions do you have for improving business tax account? Please do NOT provide any personal information (name, Social Security number, etc.) in your response.	N	Text