Skip to content
1099 Pro - Tax 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:
Phone Number:
Email Address:
3.
Approximate Number Of:
(Required.)
Filing Entities:
Number of Year-End Records:
Number of Transactions:
B-Notices:
4.
Approximate Number Of:
(Required.)
Administrative Users (Full Access):
Customer Service Representatives (Limited Access):
5.
Form Categories:
(Required.)
1042-S
1094/1095 Healthcare Forms
1098
1099/W-2G
3921/3922
5498
W-2
FATCA Form 8966 or 8957
Puerto Rico (6A, 6B, 480.7, 480.7C, 499R-2)
Types of 1099/W-2G's?
6.
Current Import File Format(s)?
(Required.)
7.
Which TIN validation processes are of interest?
(Required.)
Real Time - Via a website (i.e www.TINCheck.com)
Real Time - Via an API/Web Service
Bulk - Self-prepared and self-submitted
Bulk - Via a service provider
Integrated - TIN validation is integrated with tax software
None
Is a TIN validation process that checks additional lists for both real time & bulk submissions (i.e OFAC, DMF, ELS...) of interest?
8.
Reporting/Filing Level for 1099's and/or W-2's:
(Required.)
SSA
IRS
State (Combined Federal/State)
State (Direct)
Other (CA592 or ICR)?
9.
Current printing/mailing method:
(Required.)
E-Delivery
Print/Mail
In-House
E-Delivery
Print/Mail
Service Provider
E-Delivery
Print/Mail
3rd Party Print Vendor (i.e RR Donnelley)
E-Delivery
Print/Mail
10.
Interested in Managed Services for:
(Required.)
Imports/Exports
Printing/Filing
B-Notices/Penalty Abatement
Custom Data Reports
Withholding Management
Direct State Reporting
Not Interested
Other (please specify):
11.
Are you interested in Web API functionality where clients can log into your company's existing web portal to view/download tax forms?
Yes
No
12.
Are you interested in hosting the software yourself or vendor hosted/cloud software options?
(Required.)
We will deploy ourselves in-house/on-premise
We prefer vendor hosted/cloud software options
Specific concerns related to hosting services?
13.
Specific Security Concerns:
(Required.)
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):
14.
Current tax software/service provider and yearly cost.
(Required.)
15.
How satisfied are you with your current tax software/service?
(Required.)
Very Satisfied
Somewhat Satisfied
Neutral
Somewhat Dissatisfied
Very Dissatisfied
16.
What, if anything, would you like to change about your current tax software/service?
(Required.)
Thank you for taking the time to fill out 1099 Pro's Corporate Suite survey. An Account Manager from 1099 Pro will contact you within one business day to discuss which product will most closely fit your needs.
