| Appendix A |
|
Cognitive and Psychological Research (1545-1349) |
|
| Page 1 |
|
Consolidated Burden Hours & Cost April 2010- September 2013 |
|
|
|
|
|
|
|
**Cancelled Study |
Estimated |
Actual |
Estimated |
Actual |
|
|
| SOI # |
|
Subject of Study |
Cost |
Cost |
Burden |
Burden |
Difference |
|
|
|
|
|
|
|
|
|
|
| 374 |
** |
Tax Forum |
$23,787 |
$0 |
180 |
0 |
180 |
|
| 375 |
|
Employment Tax |
$310,000 |
$194,612 |
771 |
727 |
44 |
|
| 376 |
|
TAS Tax Forum Focus Groups |
$0 |
$31,396 |
256 |
241 |
15 |
|
| 377 |
|
SBSE CLD Tax Forum Focus Groups |
$27,540 |
$25,384 |
414 |
404 |
10 |
|
| 378 |
|
MLI 2010 Tax Forum Focus Groups |
$200 |
$14,500 |
92 |
42 |
50 |
|
| 379 |
|
Health Care Hire Act Tax Forum Focus Groups |
$17,856 |
$25,376 |
108 |
104 |
4 |
|
| 380 |
|
Form 1040 |
$35,000 |
$32,322 |
252 |
230 |
22 |
|
| 381 |
|
ETA 2010 Marketing |
$82,020 |
$75,504 |
167 |
142 |
25 |
|
| 382 |
|
eTranscripts Usability Testing |
$15,000 |
$10,000 |
19 |
19 |
0 |
|
| 383 |
** |
Language Services Interactive DVD Usability Study |
$23,610 |
$0 |
133 |
0 |
133 |
|
| 384 |
|
Services and Asstance |
$72,500 |
|
214 |
|
214 |
|
| 385 |
|
Form 8822 Focus Group Testing |
$35,000 |
$32,166 |
252 |
237 |
15 |
|
| 386 |
|
Indian Tribal Government Web-based Educ Material |
$15,760 |
$5,200 |
235 |
46 |
189 |
|
| 387 |
|
Notice Effectiveness |
$25,472 |
$23,313 |
59 |
36 |
23 |
|
| 388 |
|
COLDS Release 2 Usability Study |
$13,000 |
$11,500 |
25 |
25 |
0 |
|
| 389 |
|
TEGE 5307 Filer/Non-Filer |
$26,072 |
$26,072 |
81 |
107 |
-26 |
|
| 390 |
|
TAB Focus Group |
$10,288 |
$10,288 |
18 |
19 |
-1 |
|
| 391 |
|
SPEC VITA Focus Groups |
$44,828 |
$43,902 |
218 |
268 |
-50 |
|
| 392C |
|
Segmentation Focus Groups |
$157,948 |
|
200 |
|
200 |
|
| 393 |
2011 |
Field Assistance |
$10,015 |
$10,011 |
104 |
19 |
85 |
|
| 394 |
|
Excise Tax Phone Focus Group |
$5,700 |
$8,000 |
26 |
46 |
-20 |
|
| 395 |
|
Chinese LEP Preference |
$49,000 |
$53,797 |
252 |
126 |
126 |
|
| 396 |
|
Estate/Gift Focus Groups |
$5,700 |
$8,000 |
26 |
24 |
2 |
|
| 397 |
|
Communication Reserch Among Small Business |
$68,890 |
$67,500 |
142 |
150 |
-8 |
|
| 398 |
|
Sch. D/Form 8949 Focus Groups |
$9,000 |
$92,218 |
285 |
389 |
-104 |
|
| 399 |
|
F1040 Redesign |
$90,557 |
$92,427 |
285 |
317 |
-32 |
|
| 400 |
|
Sch C and Sch E Focus Groups |
$91,508 |
$93,850 |
285 |
301 |
-16 |
|
| 401 |
|
Health Care Focus Groups |
$19,160 |
$15,700 |
108 |
108 |
0 |
|
| 402 |
|
TAS Tax Forum Focus Groups |
$24,000 |
$18,329 |
192 |
201 |
-9 |
|
| 403 |
|
SBSE Tax Forum Focus Groups |
$28,296 |
$17,754 |
414 |
350 |
64 |
|
| 404 |
|
RPO PTIN System |
$6,000 |
$20,000 |
84 |
100 |
-16 |
|
| 405 |
|
IRS Post Filing: Processes/Tax Payer Rep |
$4,436 |
$1,898 |
87 |
56 |
31 |
|
| 406 |
|
Landing and Product Page Focus Group |
$98,000 |
$93,996 |
268 |
219 |
49 |
|
| 407 |
|
ACS Phone Focus Group |
$12,966 |
$12,966 |
33 |
23 |
10 |
|
| 408 |
|
CSCO Phone Focus Group |
$13,819 |
$13,819 |
33 |
32 |
1 |
|
| 409 |
|
International Individual Compliance |
$12,000 |
$12,000 |
29 |
28 |
1 |
|
| 410 |
|
Employment Tax Outreach |
$220,000 |
|
1410 |
|
1410 |
|
| 411 |
2012 |
E-help |
$10,014 |
$10,205 |
26 |
22 |
4 |
|
| 412 |
|
Reducing Non Productive Calls |
$56,000 |
$60,331 |
211 |
298 |
-87 |
|
| 413 |
|
TAS CS Focus Groups |
$13,177 |
$13,177 |
54 |
25 |
29 |
|
| 414 |
|
Field Assistance |
$10,015 |
$10,014 |
98 |
42 |
56 |
|
| 415 |
|
CP-11 Focus Groups |
$56,000 |
$52,751 |
211 |
156 |
55 |
|
| 416 |
|
Education Credit F8863 |
$98,000 |
$86,375 |
276 |
260 |
16 |
|
| 417 |
|
Notice 940 |
$95,000 |
$74,673 |
276 |
222 |
54 |
|
| 418 |
|
Spanish IRS.gov |
$47,565 |
$47,565 |
169 |
169 |
0 |
|
| 419 |
|
Form 4562 |
$98,000 |
$86,750 |
276 |
230 |
46 |
|
| 420 |
|
CSC0 Focus Groups |
$10,015 |
$10,015 |
29 |
29 |
0 |
|
| 421 |
** |
Chinese/Spanish Tax Professional |
$17,000 |
$0 |
68 |
0 |
68 |
|
| 422 |
** |
TAS Tax Forum Focus Groups |
$24,000 |
$0 |
19 |
0 |
19 |
|
| 423 |
|
ACSS Focus Groups |
$6,276 |
$6,276 |
10 |
10 |
0 |
|
| 424 |
** |
Fast Track Focus Groups |
$9,180 |
$0 |
138 |
0 |
138 |
|
| 425 |
** |
Section 6050W Focus Groups |
$9,180 |
$0 |
138 |
0 |
138 |
|
| 426 |
|
Refund Anticipation Check |
$59,467 |
$63,055 |
195 |
151 |
44 |
|
| 427 |
|
VITA Interview |
$59,467 |
$56,549 |
195 |
217 |
-22 |
|
| 428 |
** |
RPO PTIN Usability Testing |
$6,000 |
$0 |
16 |
0 |
16 |
|
| 429 |
** |
Understanding Taxpayer Burden |
$28,850 |
$0 |
116 |
0 |
116 |
|
| 430 |
** |
1099B Focus Groups |
$9,180 |
$0 |
138 |
0 |
138 |
|
| 431 |
** |
Identity Protection |
$40,000 |
$0 |
48 |
0 |
48 |
|
| 432 |
|
ACS Focus Groups |
$12,552 |
$12,553 |
20 |
20 |
0 |
|
| 433 |
|
Schedule D & F949 Focus Groups |
$96,000 |
$97,134 |
285 |
278 |
7 |
|
| 434 |
** |
Education Credit |
$0 |
$0 |
90 |
0 |
90 |
|
| 435 |
|
Persona Creation Interviews |
$118,124 |
|
67 |
|
67 |
|
| 436 |
** |
Digital Delivery |
$13,000 |
$0 |
61 |
0 |
61 |
|
| 437 |
|
Publication 17 |
$90,000 |
$102,185 |
284 |
233 |
51 |
|
| 438 |
|
CAS Adjustment Telephone Usability |
$10,405 |
$10,405 |
12 |
11 |
1 |
|
| 439 |
|
Taxpayer Experience Focus Groups |
$14,000 |
$14,000 |
25 |
23 |
2 |
|
| 440 |
|
Injured Spouse Usability |
$10,404 |
|
13 |
|
13 |
|
| 441 |
** |
Free File |
$79,105 |
$0 |
173 |
0 |
173 |
|
| 442 |
|
Use of Preparer Focus Groups |
$77,282 |
|
173 |
|
173 |
|
| 443 |
|
Appeals |
$17,758 |
$16,968 |
30 |
15 |
15 |
|
| 444 |
|
Interview Registered Preparer |
$39,578 |
|
76 |
|
76 |
|
| 445 |
|
NAEA/AICPA Conference |
$1,850 |
$1,850 |
116 |
36 |
80 |
|
| 446 |
** |
Publication 523 |
$90,000 |
$0 |
285 |
0 |
285 |
|
| 447 |
|
Form 9465 SP |
$95,000 |
|
285 |
|
285 |
|
| 448 |
|
Form 8941 |
$91,000 |
$89,359 |
285 |
183 |
102 |
|
| 449 |
|
Form 58950 |
$91,000 |
$86,492 |
285 |
257 |
28 |
|
| 450 |
|
Customer Experience Qualitative |
$90,000 |
|
32 |
|
32 |
|
| 451 |
|
Field Assistance |
$10,396 |
$10,205 |
98 |
45 |
53 |
|
| 452 |
|
Reporting Compliance |
$12,552 |
$13,851 |
36 |
34 |
2 |
|
| 453 |
|
2013 Taxpayer Experience Survey |
$4,000 |
|
29 |
|
29 |
|
| 454 |
|
eAuthentication Usability |
$54,730 |
|
40 |
|
40 |
|
| 455 |
|
Filing Payment & Compliance |
$6,813 |
|
60 |
|
60 |
|
| 456 |
|
AUR/CCE |
$7,075 |
$7,076 |
19 |
32 |
-13 |
|
| 457 |
|
ACS/CSCO |
$6,814 |
|
19 |
|
19 |
|
| 458 |
|
e-Help |
$10,014 |
|
26 |
|
26 |
|
| 459 |
|
Payments to Irs Interviews |
$60,000 |
|
182 |
|
182 |
|
| 460 |
|
TAS Rights/Responsibility, SS8, & ACS |
$216,000 |
|
595 |
|
595 |
|
|
|
Totals - Cost and Burden |
$3,892,766 |
$2,233,614 |
14,165 |
8,134 |
6,031 |
|
|
|
Three-Year Approved Burden Hours |
|
|
|
|
|
112,500 |
|
|
3-Year Burden Minus Estimated Hours |
|
|
|
|
|
98,335 |
|
|
3-Year Burden Minus Actual Hours |
|
|
|
|
|
104,366 |