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Experian ProtectMyID Tax Survey Report - January, 2015

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Experian ProtectMyID Tax Survey Report - January, 2015

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As tax time for Americans approaches, learn how the increasing popularity of electronic filing means that the security of your data is in your hands now more than ever. How are others planning to use the funds they anticipate as a return? And what's the most popular way for home filers to submit their information? For answers to these questions (and many more), review our summary of tax time learnings to keep your own practices sharp in 2015 and beyond.

As tax time for Americans approaches, learn how the increasing popularity of electronic filing means that the security of your data is in your hands now more than ever. How are others planning to use the funds they anticipate as a return? And what's the most popular way for home filers to submit their information? For answers to these questions (and many more), review our summary of tax time learnings to keep your own practices sharp in 2015 and beyond.

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Experian ProtectMyID Tax Survey Report - January, 2015

  1. 1. 1 EDELMAN BERLAND Experian PMID Tax Survey Report January 2015
  2. 2. 2 © Copyright 2014 Daniel J Edelman Inc. Intelligent Engagement WHO HOW MANY ACCURACY WHEN HOW Adults Nationwide (Ages 18+) Who File Tax Returns n=1,000 Margin of Error = ± 3.1% Data Collection Occurred January 2-7, 2015 Online Survey RESEARCH OBJECTIVE: To garner media-genic research around consumers’ understanding of tax-related identity theft and identity protection during tax time Research Methodology
  3. 3. 3 © Copyright 2014 Daniel J Edelman Inc. Intelligent Engagement Most prepare their own taxes on their home network 56% 23% 10% 9% 1% 49% 23% 16% 11% 2% 56% 19% 17% 6% 1% Myself Accountant Tax specialization service Family Friend Tax Return Preparation 2011 2014 2015 37% Online-based tax preparation program 14% Tax preparation computer software 6% Without tax preparation software 85% 7% 4%4% Self-Preparation Network (Shown off % prepare their own taxes) Inside of my home on a secure network At work on a secure network Q5: Who prepared your last tax return? Q6: Which of the following best describes how you prepare your documents prior to submitting your return? [Asked among respondents who prepare their tax returns themselves, n=563]
  4. 4. 4 © Copyright 2014 Daniel J Edelman Inc. Intelligent Engagement Tax filing has become increasingly electronic over the past four years 48% 25% 20% 5% 2% 44% 35% 11% 5% 5% 46% 35% 10% 5% 4% File myself, electronically Tax specialist, electronically File myself, by mail Tax specialist, by mail Tax specialist, don't know filing method Tax Return Filing Method 2011 2014 2015 61% of those who mail their taxes do not send their returns by certified mail Q7: How do you file your taxes? Q8: Do you send your tax returns by certified mail? [Asked among respondents file their own taxes by mail, n=98] TOTAL ELECTRONIC 2011: 73% 2014: 79% 2015: 81%  2011-15 +8
  5. 5. 5 © Copyright 2014 Daniel J Edelman Inc. Intelligent Engagement 89% 7% 3% 91% 6% 2% 1% Personal computer or tablet Work computer or tablet that only I use Work computer or tablet that others use Public computer 2014 2015 Q9: What type of computer do you use when filing your taxes online? [Asked among respondents who file their own taxes electronically, 2014 n=440, 2015 n=464] Q10: To the best of your knowledge, does the device you used to file your taxes have current antivirus protection? [Asked among respondents who file their own taxes electronically, n=464] Nearly all respondents that file their taxes online report using a personal device with up-to-date anti-virus protection 91% 3% 6% Yes No Unsure Computer Used to File Taxes (Shown off % file electronically) Virus Protection (Shown off % file electronically)
  6. 6. 6 © Copyright 2014 Daniel J Edelman Inc. Intelligent Engagement 43% 48% 6% 3% 38% 43% 12% 6% 1% 40% 39% 14% 5% 2% Store in secure, locked place Store in an unsecure place Scan and store electronically Shred Throw out without shredding Tax Document Store 2011 2014 2015 Q11: What do you do with physical copies of your old tax documents? Q13: Have you ever used Electronic Funds Transfer to receive a tax refund? Electronic document storage and EFT also see a boost as part of the online trend 22% 18% 73% 78% 2014 2015 Tax Refunds: Electronic Funds Transfer Usage Yes No Unsure -9 +8  2011-15: +5  2014-15:
  7. 7. 7 © Copyright 2014 Daniel J Edelman Inc. Intelligent Engagement Q20: How much of a tax refund, if any, do you expect to receive this year? Please include both your federal and state taxes in your estimation. Q21: How do you plan to use your tax refund this year? [Asked of those that expect to receive a refund, n=826] 17% 16% 21% 23% 11% 12% Expected 2014 Tax Refund None $1-$500 $501-$1,000 $1,001-$2,000 $2,001-$3,000 More than $3,000 Most plan to use their tax refunds to build personal savings or pay down credit card debt 46% 34% 18% 17% 13% 10% 7% Savings fund/investments Pay off/down credit card debt Pay off/down personal loan Personal shopping spree Pay off/down student loans Automobile purchase Home down payment Anticipated Tax Refund Usage (Shown off % expect a tax refund) 83% expect a tax refund
  8. 8. 8 © Copyright 2014 Daniel J Edelman Inc. Intelligent Engagement This year tax-filers are slightly more concerned about the security of their personal financial information and the possibility of a data breach 64% 53% 21% 26% 15% 21% 2014 2015 37% 34% 28% 28% 35% 38% 2014 2015 Concerned Neutral Not concerned Concern about Tax Preparers Losing Personal Data (Shown off % use tax preparer) Concern about Personal Data Breach Through Tax Return Q12: To what extent are you concerned that your tax preparer/service is susceptible to losing your information? [Asked among individuals whose taxes are prepared by someone else, 2014 n=510, 2015 n=435] Q14: Prior to this survey, to what extent are you concerned that someone could access your personal data, such as your Social Security number or banking information, through your tax return?  2014-15: +6 CONCERNED  2014-15: +3 CONCERNED
  9. 9. 9 © Copyright 2014 Daniel J Edelman Inc. Intelligent Engagement Consumers are growing more familiar with tax-related identity theft and the IRS-issued PIN 22% 16% 19% 19% 57% 63% 2014 2015 Yes, familiar Heard the term No, not familiar Unsure 7% 5% 54% 50% 39% 45% 2014 2015 Yes No Unsure Familiarity with Tax- Related Identity Theft Familiarity with IRS-Issued PIN Q15: Prior to this survey, were you familiar with the concept of tax-related, identity theft? Q18: Prior to this survey, were you aware of the IRS-issued PIN?  2014-15: +6 FAMILIAR  2014-15: +6 FAMILIAR
  10. 10. 10 © Copyright 2014 Daniel J Edelman Inc. Intelligent Engagement Q19: To what extent do you agree or disagree with the following statement: I am concerned about becoming a victim of tax-related identity theft. Q16: Have you or anyone you know ever been a victim of tax-related, identity theft? Q17: You mentioned that you were a victim of tax-related identity theft. Which of the following actions did you take after this incident? [Asked of tax-related identity theft victims, n=54] 55% are concerned about becoming a victim of tax-related identity theft 5% have been a victim of tax-related identity fraud 15% know a victim of tax-related identity fraud 54% 50% 50% 43% 41% 33% Reported to IRS Filed a complaint with FTC Ordered a credit report Put fraud alert on credit reports Received IRS-issued PIN Filed a police report More than half are concerned about tax-related identity fraud, and many know others who have been personally affected Tax-Related Identity Theft Victims’ Actions Taken (Shown off % victim of tax-related identity theft)

Notas do Editor

  • Survey methodology
    The data points referenced above come from a study commissioned by ConsumerInfo.com, Inc., an Experian company, produced by research firm Edelman Berland and conducted as an online survey of n=1,000 adults nationwide, ages 18+ that file tax returns. Interviewing took place from January 2-7, 2015. The margin of error is plus or minus 3.1 percent.

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