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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

A Complete Guide to W-8IMY Forms and Efficient Withholding Statement Management

A Guide to W-8IMY Forms and Withholding Statement Management

Discover everything about W-8IMY forms & withholding statements. Learn how our Withholding Statement Extractor can simplify your tax compliance process.
Ledgible Webinar - Building a 1099 Operating Model for Success (Featured Image)

Building a 1099 Operating Model for Success | Ledgible Webinar

Comply Exchange’s Director of Client Services, Jessica Metts, will join Ledgible’s webinar with experts Jessalyn Dean and Wendy Walker.
Comply Exchange's CEO David Marley Discusses Copilot's Role in Transforming Work on Forbes

How AI Copilots Are Transforming the Way Companies Work – Forbes

In a recent Forbes Technology Council article, David Marley, CEO of Comply Exchange, shares how AI Copilots are reshaping the way we work.
Everything You Need to Know About Our Withholding Statement Software (FAQs)

Everything You Need to Know About Our Withholding Statement Software

Discover power of automation with our Withholding Statement Extractor software, streamlining the processing of withholding statements.
Key Takeaways from the EEI International Tax & Information Reporting Conference (Featured Image)

Key Takeaways from the EEI International Tax & Information Reporting Conference

Stay updated on the latest tax regulations and trends with insights from the 2024 International Tax & Information Reporting Conference.
Collection-and-Validation-Strategies-for-Efficient-Tax-Compliance

Collection & Validation Strategies for Efficient Tax Compliance

Boost compliance, reduce risks, and streamline processes by effectively collecting and validating tax documentation for greater accuracy.
Form W-9 Tax Terms You Need to Know (Featured Image)

Form W-9 Tax Terms You Need to Know

Ensure compliance with Form W-9. Find out why it's crucial to verify the version you're using and promptly adopt any updates.
IRS Finalizes Form W-9 (Rev. March 2024)! (Featured Image)

IRS Finalizes Form W-9 (Rev. March 2024)!

Learn about the latest revision of Form W-9 and the changes made to the form by the IRS. Stay up to date on tax requirements and compliance.
Form-1099-K-FAQ

Form 1099-K: IRS Updates to FAQ’s

Revised FAQs for Form 1099-K are now available! Discover the important details from the IRS and prepare yourself for the upcoming filing season.

What are Form 1099-INT, 1099-DIV & 1099-OID? 

Today, we conclude our exploration of Forms 1099. To wrap up, we’ll cover a triple bill: Forms 1099-INT, 1099-DIV, and 1099-OID.

Understanding the Form 1099-K! 

Today, we’re exploring Form 1099-K, discussing its purpose, and providing helpful tips to ensure you understand everything you need for effective filing!
What you need to know about Form 1099-MISC - Featured Image

What you need to know about Form 1099-MISC!

Form 1099-MISC is used to report miscellaneous income paid during the course of your trade or business. Understand its importance for accurate reporting!