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:

2. Contact Information:

3. Approximate Number Of:

4. Approximate Number Of:

5. Form Categories:

6. Current Import File Format(s)?

7. Current Import Method(s):

8. Which TIN validation processes are of interest?

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

10. Current printing/mailing method:

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

11. Interested in Managed Services for:

12. Are you interested in Web API functionality where clients can log into your company's existing web portal to view/download tax forms?

13. Are you interested in having the software hosted by 1099 Pro?

14. Specific Security Concerns:

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

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

17. 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.

T