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Used as a stand-alone system, integrated, or in conjunction with Comply eForms, our Admin solution supports a diverse range of account holders delivering functionality to manage large vendor/supplier populations whilst fully supporting the complexity of multi-tiered fund structures.  Administration supports the collection, digitization, verification, validation and management of both paper and electronically submitted documentation.

  • Do you struggle in validating your customers Form W-9, W-8, 8233 and self-certifications?

  • Do you have to report under Chapter 3, FATCA or CRS?

  • Would you benefit from having your withholding rate calculation automated?

  • Are you spending too much time invoicing and/or generating 1042-S reporting?

How does it work?

Our Administration solution is available for installation within your own environment or as a hosted service. It is quick to install and highly configurable, providing a secure and scalable platform for accepting historic, current and electronically submitted documentation. It supports multi-tiered complex structures (IMY's) and exports detailed tax calculations and withholding statements on demand. The process controls, administration guidance and comprehensive reporting can all be tailored, whilst meeting 1042-S, FATCA and CRS requirements.

Key Benefits

  • Mitigate risk of non-compliance

  • Ease end of year reporting

  • Improve working processes and procedures

  • Increase knowledge retention

  • Reduce costs

Key Functionalities

  • Validate against compliance rule set

  • Calculate U.S. withholding

  • Maintain document status

  • Reporting covering Forms 1042, 8966-FATCA & 8805

See more of our Admin solutions:
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Integrated OCR

Let's talk about how we can help your business

About Us

Comply Exchange has been created to give businesses and individuals the support they need to comply with the ever increasing regulatory tax burdens.

To see how our services can help your business, to have an informal discussion or to see how our products work, schedule a demo today. Or contact us today to find out more.


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