End-to-End IRS Tax Form Management & Compliance
Collect, Store & Manage Your IRS Tax Forms
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Collect W-8, W-9, 8233 & Self-Certification Forms
Effortlessly prompt account holders to submit their IRS tax forms, whether at the time of onboarding or resolicitations, through our user-friendly electronic form submission platform, eForms.
2
Simplify Tax Form Submission with Digital Forms
Guide your account holders through our intuitive eForms solution, automating and simplifying the process of completing complex IRS tax forms.
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Automate Withholding Tax Calculations
With an in-suite withholding rate generator, automate the calculation of complex withholding rates using information like form status, payee type, characterization of income, Internal Revenue Code (IRC) exemptions, and treaty claims.
5
Review, Remediate & Resolve Tax Documentation Issues
Efficiently cross-check account holder data, promptly addressing and managing any issues or discrepancies that arise. Consider using our Managed Services for comprehensive client support.
6
Automate 1099, 1042-S, FATCA & CRS Reporting
Create customized management and compliance reports, with data extraction available on demand. In-suite reporting capabilities including 1099, 1042-S, CRS & FATCA.
The Comply Exchange Tax Compliance Platform
We offer a comprehensive product suite to support you throughout your tax compliance journey, from IRS form collection to error management and validation.
Automated IRS Form Collection & Validation
Comply eForms helps organizations streamline the collection of IRS tax forms and self-certifications from vendors, customers, investors, and other payees. All through a fully configurable, compliant, and intuitive digital experience.
Secure IRS Tax Form Validation, Storage & Management
Comply Admin centralizes the full lifecycle of tax documentation, from collection and digitization to validation, storage, and ongoing management. Whether you’re working with IRS Forms W-9, W-8, self-certifications, withholding statements, or supporting documentation, Comply Admin provides a single, secure source of truth.
Turning Complexity into Clarity
The Comply Extractor addresses one of the most challenging aspects of global reporting: extracting and reconciling data from non-standardized withholding statements and tax forms, including substitute forms.
Automated IRS Form Collection & Validation
Comply eForms helps organizations streamline the collection of IRS tax forms and self-certifications from vendors, customers, investors, and other payees. All through a fully configurable, compliant, and intuitive digital experience.
With built-in real-time validation and intelligent workflows, your team maintains complete control over tax data without the burden of manual follow-ups or form reviews. At the same time, end users are guided through a seamless submission journey, answering only the questions relevant to them based on their status and IRS form type.
Secure IRS Tax Form Validation, Storage & Management
Comply Admin centralizes the full lifecycle of tax documentation, from collection and digitization to validation, storage, and ongoing management. Whether you’re working with IRS Forms W-9, W-8, self-certifications, withholding statements, or supporting documentation, Comply Admin provides a single, secure source of truth.
Used as a standalone solution or alongside Comply eForms and Extractor, Comply Admin simplifies compliance operations by keeping all critical tax documentation organized, auditable, and easily accessible.
Turning Complexity into Clarity
The Comply Extractor addresses one of the most challenging aspects of global reporting: extracting and reconciling data from non-standardized withholding statements and tax forms, including substitute forms.
Powered by AI, the Extractor reads, interprets, and structures data from virtually any format, eliminating rigid templates and manual keying. It automatically identifies income codes, rate pools, and allocation hierarchies, validating the data against applicable withholding rules.
Automate the Entire IRS Tax Form Lifecycle
Get a firsthand look at how Comply Exchange helps organizations save hours on manual tasks, reduce the risk of non-compliance, and maintain accuracy across all IRS form submissions.
