Due Diligence Webinar Survey for Non-Attendees
The purpose of this research is to help the IRS improve Due Diligence webinars for tax preparers like you. You were selected to receive this survey because our records show that you were invited to a Due Diligence webinar and did not attend. Your answers will remain private to the extent allowed by law, and your participation is voluntary. You may stop at any time or skip any question you do not wish to answer.
Your opinions are important because you will be representing tax preparers across the United States and your responses will be used to improve the webinars.
We estimated the time required to be approximately 5 minutes.
The Paperwork Reduction Act requires that the IRS display an OMB control number on all public information requests. The OMB Control Number for this study is 1545-1432. Also, if you have any comments regarding the time estimates associated with this study or suggestions on making this process simpler, please write to the, Internal Revenue Service, Special Services, SE:W:CAR:MP:T:M:SP, 1111 Constitution Ave. NW, Room 6129, Washington, DC 20224.
Privacy Act Statement: We are committed to protecting your privacy rights. Our authority for requesting the information is 5 USC 301. The Return Integrity and Compliance Service (RICS) would like to collect feedback from those who do and do not attend the Due Diligence webinar in order to improve the experience for future attendees. Our intention is to keep identities of participants anonymous by aggregating information. Your participation is voluntary. If you do not participate, we will not have the benefit of your input to improve our program. You will have the opportunity to provide written comments, suggestions, or other feedback. We will not share the information you give us outside of IRS employees who need the information, unless required by law. Any information we collect and maintain will be handled in accordance with the access and privacy protection requirements of the Internal Revenue Code, the Privacy Act of 1974, the Freedom of Information Act, and IRS policies and practices. Visit the IRS Electronic Freedom of Information Act Reading Room for more information about these laws. We document much of our internal policy on these laws in IRM 10.5.1, Privacy Policy.
How long have you been a paid tax return preparer?
0 – 3 years
4 – 10 years
More than 10 years
What is your age?
18 – 29
30 – 39
40 – 49
50 – 59
60 and older
What tax preparing credentials do you have?
Authorized e-file provider
Certifying Acceptance Agent (CAA) / Acceptance Agent (AA)
Certified Public Accountant (CPA)
Enrolled agent
Tax attorney
Unenrolled tax preparer
Other – Please specify
How many tax returns did you complete last year, 2024 (tax year 2023)?
Less than 100
100 – 499
500 – 1000
Over 1000
Why didn’t you attend the Due Diligence webinar?
Select all that apply.
Attendance was not mandatory
Did not receive or open invitation letter
No need for Due Diligence refresher
Prefer information delivered in a different way (email, letter, etc.)
Scheduling conflict at webinar times
Technology issues (broken link, internet outages, computer failure, etc.)
Too busy during filing season
Topic not of interest
Webinar length was too long
Webinar offered only in English
No longer preparing tax returns
I have never been a tax return preparer
I did attend
Other – Please specify
Would you consider attending a Due Diligence webinar in the future?
No
Yes
What changes to the Due Diligence webinar would make you more likely to attend?
Select all that apply.
Eliminate technological issues
Shorten the webinar
Offer the webinar at different times of the day
Offer the webinar outside of filing season
Offer the webinar in Spanish
Offer the webinar in another language – Please specify
Other – Please specify
No changes needed
Are you aware of the Tax Preparer Toolkit?
No
Yes
(If answered Yes to Question 8). Have you ever used the following resources in the Tax Preparer Toolkit?
Select all that apply.
Common Due Diligence Situations
Due Diligence Training Module
Due Diligence Videos
Form 886-H-EIC, Documents You Need to Send to Claim the Earned Income Tax Credit (EITC) on the Basis of a Qualifying Child or Children
Handling the Most Common EITC Errors
Nationwide Tax Forum Videos
Publication 4687, Paid Preparer Due Diligence
None of the above
This concludes the survey. Thank you for your participation.
| File Type | application/vnd.openxmlformats-officedocument.wordprocessingml.document |
| Author | Wilson Katie |
| File Modified | 0000-00-00 |
| File Created | 2025-12-30 |