Tax questions that show where filing turned into a scramble
Ask filers how this year's return went, from finding documents to meeting the deadline. Each question below comes with when to ask it and what the answer tells you.
What tax filing survey questions tell you
Tax filing survey questions ask customers how this year's return went: how they filed, how many hours it took, what was hardest and how confident they are that it is correct. For tax software, a preparer or a bank with filing tools, the answers show where people got stuck while there is still time to fix it before next season.
Ask within a few days of filing, while the forms are fresh, and again after the deadline for customers who filed late. In your web app, show the survey after the return is submitted, using a custom event from your code (from Starter, or on 1 survey on Free), or send it by email. Pick four to six questions.
Written answers get a category, a theme, a type and a sentiment, and each response an urgency, so a customer worried about an error reaches support during the season. Give those responses an owner in the inbox, and open an issue in Jira or Linear for the product team.
- Questions
- 14
- Best asked
- Within a few days of filing
- Industry
- Finance
- Where to find them
- From library in the Usertick survey editor, on every plan
The 14 tax season questions, with when to ask each
Grouped by what they tell you. Use them as they are or change the wording.
How filing went this year
Start with the effort score, then the hours, the deadline and the filing date, the facts behind this season's score.
- 02Customer effort
How easy was filing this year?
How easy filing was this year. Results shows the average and the share who found it easy; compare with the period before to see whether this season went better.
- 03Ruler
How many hours did your tax return take?
Hours the return took, on a ruler up to 40. Results shows the median and the middle half, a number you can set against the time your product promises.
- 04Yes / No
Did you file before the deadline?
Whether the customer filed on time. Select No in Results to read the hardest parts for late filers.
- 14Date
When did you file this year?
The day the customer filed. Results shows a calendar of picked dates, which tells you when to send reminders next season.
Who filed and how
Ask how customers file, which situation applies and what they paid, so you can read every other answer by filer type.
- 01Multiple choice
How do you file your taxes?
How the customer files, from online on their own to a tax office. Select a method in Results to compare effort scores across methods.
- 09Dropdown
Which of these applies to you?
The customer's situation, from employed to retired. Select Self employed or Both in Results to read the answers of filers with the most complex returns.
- 11Number
How much did you pay to have your taxes done?
What the customer paid to have taxes done, typed as a number. Results shows the median and the middle half, useful when you price a filing service.
Hard parts and the result
Find what made the return hard and how sure customers are of it, alongside whether a refund changed how the year felt.
- 05Multiple choice
What was hardest about this year's return?
What was hardest, from finding documents to the website, with Nothing for an easy year. The bars show where better instructions or imports would help most.
- 06Text
Which part of the tax rules confuses you most?
The open question on confusing rules. Answers arrive with a sentiment and a theme, so topics such as side income or deductions group together for your help content.
- 07Big scale
How confident are you that your return is correct?
Confidence that the return is correct, on a 1 to 10 scale. Read the low columns beside the error checks row of the grid to find checks worth adding.
- 08Yes / No
Did you get a refund this year?
Whether the customer got a refund. Select Yes or No in Results to compare, since a refund can color every other score the customer gives.
Your filing service and reminders
Rate each part of the service and the reminders, then ask what would make next season easier.
- 10Matrix
Rate the filing service on each
Instructions, importing data, error checks and speed in one grid. The heat map shows which part of the filing service customers rate lowest, with an average for each row.
- 13Stars
How useful were the reminders you received?
Stars for the reminders the customer received. Ask it after the deadline, and read it beside the late filers to see whether reminders need a different date or wording.
- 12Text
What would make tax season less of a scramble?
Asks what would make tax season less of a scramble. The themes give you a list of fixes for next season, in the customers' own words.
Tips for asking about tax season
Small choices that get honest, useful answers.
- 01
Ask right after filing
Show or send the survey within a few days of filing. After the deadline, customers remember the stress and forget the step.
- 02
Keep it short in season
Use four or five questions. Customers have just finished a long return and have little patience for another form.
- 03
Ask late filers on their own
Send a short survey after the deadline to customers who filed late, with the hardest part and the reminders question.
- 04
Plan next season from the answers
Read the themes in the confusing rules and scramble answers before you plan next year's help content and reminder dates.
Add these questions to a survey
From the library to the first answers.
- 1
Open the library
In the Usertick survey editor, choose From library, filter by industry and topic, and add several questions at once.
- 2
Or paste your own list
Paste questions reads up to 10 questions from any text on Free, 100 on Starter and 200 on Pro and above, keeps your wording and picks an answer type for each.
- 3
Choose where it runs
Show the survey on your website, send it by email, share its link and QR code, or switch it to a conversation.
- 4
Read the answers
Results counts every score and choice, and Usertick reads each written answer and files it by topic, on every plan.
Templates and more questions about tax season
Full surveys that ask about the same things, and neighboring topics in the library.
Templates
Browse all templatesFrequently asked questions
Within a few days of filing. Usertick can show the survey in your web app when a return is submitted, using a custom event from your code (from Starter, or on 1 survey on Free), or send it to a contact list now or on a date up to 30 days ahead.
Four to six. Start with the effort score, add the hours and the hardest part, and end with the open question.
Yes. A short survey a few weeks before the deadline on what customers still need, such as documents or help with rules, tells you what to put in reminders.
Yes. Keep the question on which situation applies, then select an answer in Results to filter the whole page to those filers.
Yes. The question library comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.
Yes. Once a question is in your survey, reword it, change its options or its answer type, and add logic to skip it for some answers.
Yes. The library is translated into Usertick's built-in languages, and in any other language it shows in English for you to translate.
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