Schedule a Demo
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

Kaplan Conference - Takeaways

Kaplan Conference – Takeaways

On June 10th and 11th, we sponsored and attended the International Tax Withholding & Information Reporting Virtual Conference hosted by Kaplan. We thank Kaplan for hosting such a ...
June 2021 Cayman Department of International Tax Cooperation (DITC) Update

June 2021 Cayman Department of International Tax Cooperation (DITC) Update

On June 3, 2021, the Cayman Department of International Tax Cooperation DITC published an Updates Bulletin that includes details related to the Foreign Account Tax Compliance Act ...
Reasonable Cause - Missing/Incorrect TINs

Reasonable Cause – Missing/Incorrect TINs

When filers submit U.S. tax or information returns with a missing or incorrect taxpayer identification number (TIN), how do they know whether they are in a good position to request a ...
Backup Withholding Noncompliance Continues to be an IRS Issue According to TIGTA

Are You Preventing Backup Withholding Noncompliance? Report from TIGTA

On May 17, 2021, The Treasury Inspector General For Tax Administration (TIGTA) published a report titled Backup Withholding Noncompliance and Underreported Employment Taxes ...
Requesting a Waiver Due to Reasonable Cause

Reasonable Cause and Requesting a waiver

With the possibility of penalty notices for 2020 information returns just around the corner, filers should consider their potential arguments to establish reasonable cause...
When to use reasonable cause to waive a penalty

When to use reasonable cause to waive a penalty

Don’t forget that filers with an information reporting failure penalty that is due to reasonable cause and not wilful neglect may be able to waive that penalty. Reasonable cause may be...
Know Your Potential Information Reporting Penalties!

Potential Information Reporting Penalties!

Avoid penalties by ensuring your IRS filing meets all requirements and deadlines. Don’t overlook this crucial step to stay compliant and avoid fines!
1099 Errors & Corrections

1099 Errors & Corrections

Now that Forms 1099 have been filed for the year, it is time to consider any 1099 errors noted and the corrections required. There are certain errors that are never inconsequential and always...
Cayman DITC Updates!

Cayman DITC Updates!

On March 31, 2021, the Cayman DITC posted an updated bulletin addressing FATCA, CRS, Economic Substance, and the CbCR Portal Accessibility. Key points related to FATCA and CRS...
Australian Taxation Office (ATO) updates

Australian Taxation Office (ATO) updates

On February 23, 2021, the Australian Taxation Office (ATO) published a number of updates. Below are a few key points, but please see the official notice from the ATO in the link below...
2021 Instructions for Form 1042-S

2021 Instructions for Form 1042-S

On February 23, 2021, the Internal Revenue Service (IRS) took a significant step forward by releasing the highly anticipated 2021 Instructions for Form 1042-S. This document serves as a...
OECD Updated Guidance on Tax Treaties

OECD Updated Guidance on Tax Treaties

In January, amid the ongoing global challenges posed by the COVID-19 pandemic, the Organization for Economic Cooperation and Development (OECD) made a significant...