Skip to content
1099 Pro - CRS Reporting Needs Assessment
Purpose: To gather information so that the software demonstration can be tailored to your specific needs.
1.
Your Name:
(Required.)
2.
Contact Information:
(Required.)
Company:
Country:
Phone Number:
Email Address:
3.
Approximate Number Of:
(Required.)
Reporting Entities:
Reportable Accounts:
Reporting Jurisdictions:
4.
Approximate Number Of:
(Required.)
Administrative Users (Full Access):
Customer Service Representatives (Limited/Web Access):
5.
List of Reporting Jurisdictions:
(Required.)
6.
Current Import File Format(s) for Account Data?
(Required.)
Excel (.xls or .xlsx)
Comma Separated Values (.csv)
Tab Delimited (.tab)
Pipe Delimited (.pipe)
Fixed-Width Text Files (ASCII)
Fixed-Width Text Files (Binary)
Other (please specify)
7.
Interested in Managed Services for:
(Required.)
Imports/Exports
Custom Data Reports
XML Filing
Not Interested
Other (please specify):
8.
Hosting / data location requirements?
(Required.)
In-House
Hosted by 1099 Pro
Undecided
Specific concerns related to hosting services?
9.
Specific Security Concerns:
(Required.)
SSAE 16 SOC I Type II Hosting/Facility
Data Location (In-house vs. 3rd party hosting)
Data Redundancy/Back-up/Encryption
Individual User Access Levels/Audit Trails
Two-Factor Authentication
ActiveX Browser Plugins
TIN Masking
None
Other (please specify):
10.
Current CRS Software?
(Required.)
Don't Have CRS Software Yet
In-House
Purchased From Another Company
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.
