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1099 Pro - Tax Reporting Needs Assessment

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

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1. Your Name:

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2. Contact Information:

Company:

Phone Number:

Email Address:

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3. Approximate Number Of:

Filing Entities:

Number of Year-End Records:

Number of Transactions:

B-Notices:

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4. Approximate Number Of:

Administrative Users (Full Access):

Customer Service Representatives (Limited Access):

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5. Form Categories:

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?

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6. Current Import File Format(s)?

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7. Which TIN validation processes are of interest?

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?

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8. Reporting/Filing Level for 1099's and/or W-2's:

SSA

IRS

State (Combined Federal/State)

State (Direct)

Other (CA592 or ICR)?

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9. Current printing/mailing method:

	E-Delivery	Print/Mail
In-House	In-House E-Delivery	In-House Print/Mail
Service Provider	Service Provider E-Delivery	Service Provider Print/Mail
3rd Party Print Vendor (i.e RR Donnelley)	3rd Party Print Vendor (i.e RR Donnelley) E-Delivery	3rd Party Print Vendor (i.e RR Donnelley) Print/Mail

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10. Interested in Managed Services for:

Imports/Exports

Printing/Filing

B-Notices/Penalty Abatement

Custom Data Reports

Withholding Management

Direct State Reporting

Not Interested

Other (please specify):

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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

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12. Are you interested in hosting the software yourself or vendor hosted/cloud software options?

We will deploy ourselves in-house/on-premise

We prefer vendor hosted/cloud software options

Specific concerns related to hosting services?

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13. Specific Security Concerns:

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):

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14. Current tax software/service provider and yearly cost.

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15. How satisfied are you with your current tax software/service?

Very Satisfied

Somewhat Satisfied

Neutral

Somewhat Dissatisfied

Very Dissatisfied

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16. What, if anything, would you like to change about your current tax software/service?

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.