Forms 1099, 945, 1042-S, 1042, W-2G and Withholding Certificates Forms W-9/W-8
Self-Assessment

Check your reporting readiness in minutes

Self-guided diagnostics built by industry. Answer a few questions and see where the penalty exposure sits.

Choose your assessment

Start with your industry, or check the 2026 changes on their own

Industry assessment

Gaming and Casino Operations

Patron and Vendor Payments, Withholding and IRIS Readiness

Patron W-2G reporting, cage and accounts-payable backup withholding, federal tax deposits and Form 945, information returns, state reporting, and IRIS or third-party-provider readiness.

Industry assessment

Hospitals and Health Systems

Medical and Vendor Payments, Withholding and IRIS Readiness

Physician-practice payee documentation, Box 6 medical and health care payments, clinical trial and research payments, payment classification, deposits, filing and state reporting.

Applies to everyone

General Assessment

The 2026–2027 Reporting Changes

A check on the two changes affecting every organization that files information returns in 2026 — the move from FIRE to IRIS, and the updated dollar reporting thresholds. No industry-specific questions.

The industry assessments cover these same 2026 changes plus the reporting obligations specific to your operations — start there if one applies to you. Your responses are saved anonymously — no name, company, or contact details are attached — so that once enough responses are collected we can show you a generalized comparison of how your results stack up against other organizations in your industry. They are self-assessments for general informational purposes only, not legal or tax advice. Penalty figures reflect the 2026 inflation-adjusted federal amounts and are illustrative. For the analysis behind your results, book a consultation.

Found a gap you want to close?

We help operators and providers get payee documentation, withholding and information returns right — from Form W-2G and Form 945 to Box 6 medical payments and the move to IRIS. Tell us what surfaced and we’ll map the next step.