1099 Pro - CRS Reporting Needs Assessment

Purpose: To gather information so that the software demonstration can be tailored to your specific needs.

Your Name:

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1. Your Name:

Contact Information:

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2. Contact Information:

Approximate Number Of:

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3. Approximate Number Of:

Approximate Number Of:

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4. Approximate Number Of:

List of Reporting Jurisdictions:

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5. List of Reporting Jurisdictions:

Current Import File Format(s) for Account Data?

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6. Current Import File Format(s) for Account Data?

Interested in Managed Services for:

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7. Interested in Managed Services for:

Hosting / data location requirements?

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8. Hosting / data location requirements?

Specific Security Concerns:

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9. Specific Security Concerns:

Current CRS Software?

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10. Current CRS Software?

Thank you for taking the time to fill out 1099 Pro's CRS reporting survey.  A CRS Account Manager from 1099 Pro will contact you within one business day to discuss the software solution and review any questions that you might have.

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