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Jessica Zeltser - About Us

Author: Jessica Zeltser (Metts)

Director of Client Services & CCO

Jessica Zeltser (Metts) is Director of Client Services & CCO at Comply Exchange, specializing in U.S. federal withholding tax, information reporting and tax compliance processes. With over 10 years of experience, Jessica has worked extensively with U.S. Internal Revenue Code Chapters 3 and 4, helping organizations navigate complex withholding and reporting requirements. Before joining Comply Exchange, Jessica worked within PwC's Global Information Reporting and R&D Tax Credit practices, supporting clients with their federal information reporting and withholding obligations. Jessica holds a Bachelor of Science in Accounting from the University of South Carolina and a Master of Science in Accounting from the College of Charleston. Through her articles at Comply Exchange, Jessica shares practical insights on IRS documentation, withholding compliance, tax form validation and regulatory developments.

Areas of Expertise

U.S. Federal Withholding Tax

IRS Forms W-8 and W-9

FATCA / Chapter 4

Information Reporting

Chapters 3 and 4 Compliance

Tax Documentation & Validation

IRS Forms 1042-S and 1099

TIN Matching & Backup Withholding

Webinars & Expert Insights

Navigating W-8 W-9 and 1099-DA Compliance What You Need to Know

Navigating W-8, W-9, and 1099-DA Compliance: What You Need to Know

Explore the evolving tax reporting requirements for digital assets, including Form 1099-DA. Industry experts discuss W-8 and W-9 best practices, compliance challenges, audit risks and practical strategies for managing tax documentation. 

Explore Digital Asset Compliance → 
Building a 1099 Operating Model for Success (1)

Building a 1099 Operating Model for Success

Join Jessica Metts and industry experts from Ledgible and Sovos as they share practical strategies for building a successful 1099 operating model, defining responsibilities, improving cross-team collaboration and streamlining tax reporting compliance across industries. 

Watch the 1099 Webinar → 
Best Practices for W-8 and W-9 Management

Best Practices for W-8 and W-9 Management

Explore best practices for managing W-8 and W-9 forms, ensuring IRS compliance, accurately documenting tax status and streamlining information reporting and withholding processes to reduce errors.

Watch the W-8 & W-9 Webinar → 

Author Articles

New Instruction Updates From The IRS

IRS releases New Instruction Updates

Instructions for Form 2848, Power of Attorney and Declaration of Representative (Rev. September 2021) are now live. The key updates here relate to electronic signatures...
DRAFT Form W-8BEN-E and Instructions!

DRAFT Form W-8BEN-E and Instructions!

On September 2, 2021, the IRS published a DRAFT Form W-8BEN-E and Instructions. Similar to the recently published DRAFT Forms W-8, the BEN-E incorporates a number of updates related to the rules under sections 1446(a) and 1446(f), foreign taxpayer identification numbers (FTINs), claim ...
DRAFT Form W-8BEN and Instructions!

DRAFT Form W-8BEN and Instructions!

On August 30, 2021, the IRS published a DRAFT Form W-8BEN and Instructions. Similar to the recently published DRAFT Forms W-8ECI and IMY, the BEN incorporates updates related to the...
DRAFT Form W-8ECI And Instructions

DRAFT Form W-8ECI And Instructions

New Line 12, Securities Dealer Exception from Section 1446(f) withholding. Incorporates the use of Form W-8ECI for transfers of Publicly Traded Partnership (PTP) interests by dealers in...
Cayman 2019 and 2020 CRS Compliance Form is Due in Less Than a Month!

Cayman 2019 and 2020 CRS Compliance Form is Due in Less Than a Month!

On September 15, 2021, Cayman filers will have to submit the new CRS Compliance Form, which will be due annually on that date. The CRS Compliance Form is required for the first time this ...
DRAFT 2021 Form 1042-T Posted!

DRAFT 2021 Form 1042-T Posted!

On August 17, 2021, the Internal Revenue Service posted a DRAFT 2021 Form 1042-T. Although the form itself has not changed, the instructions include a few key updates...
U.S. Senate Introduced Infrastructure Bill With Crypto Reporting Requirements

U.S. Senate Introduced Infrastructure Bill With Crypto Reporting Requirements

In case you missed it, on August 1, 2021, the U.S. Senate unveiled their infrastructure bill that included information reporting requirements for brokers and digital assets...
FIRE Updates Are Scheduled to Deploy on September 26, 2021!

FIRE Updates Are Scheduled to Deploy on September 26, 2021!

A new online Information Returns (IR) Application for Transmitter Control Code (TCC), which replaces both the current Form 4419 and Fill-in Form 4419 on the FIRE System. Check out the ...
Don’t Forget About the Large Business and International Active Campaigns!

Don’t Forget About the Large Business and International Active Campaigns!

Every now and again, taxpayers should have a look at the Large Business and International Division list of currently active campaigns. Now that there is a bit of downtime between filing ...
New DRAFT 2022 Form 1099-DIV

New DRAFT 2022 Form 1099-DIV

On July 2, 2021, the Internal Revenue Service (IRS) unveiled a pivotal development in tax reporting with the release of a DRAFT version of the 2022 Form 1099-DIV. This eagerly awaited ...
Preview the DRAFT 2021 Pub. 1179

Preview the DRAFT 2021 Publication 1179

On June 28, 2021, the IRS published a DRAFT 2021 Publication 1179, General Rules and Specifications for Substitute Forms 1096, 1098, 1099, 5498, and Certain Other Information Returns...
Notice 2021-36 Deferring Applicability Date For QDP Reporting

Notice 2021-36 Deferring Applicability Date For QDP Reporting

On June 10, 2021, the IRS published Notice 2021-36, stating that it intends to amend regulations under sections 59A and 6038A to defer the applicability date of certain provisions of the ...