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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

Your Guide to 1099-NEC - Featured Image

Your Guide to the Form 1099-NEC!

With reporting season well underway, the reporting deadline for the Form 1099-NEC, Nonemployee Compensation, is drawing near.
Things To Consider This Reporting Season Featured Image

Things To Consider This Reporting Season!

As we begin a new year and reporting season, it's essential to consider various factors to ensure accurate and effective reporting throughout the process.
U.S. & Chile Income Tax Treaty Update - Thumbnail

U.S. & Chile Income Tax Treaty Update

The Chile Income Tax Treaty was approved by the U.S. Senate on June 22, 2023, and later signed by President Biden, completing the ratification process.
Year End Reporting Guide (Comply Exchange) Cover

Year-End Reporting Guide 2023

We hope that this year-end reporting guide will provide insightful guidance for your reporting season and for the year beyond.
Sovos Comply & Connect 2023 Key Takeaways

Sovos Comply & Connect 2023 Key Takeaways

The Comply and Connect Reporting Summit, hosted by Sovos, brought together tax professionals and compliance experts to discuss the latest strategies in reporting and compliance.
What I need to know about DAC 7?

What Do I Need to Know About DAC 7?

DAC 7 defines a digital platform as any software, such as websites or mobile applications, that enables sellers to engage in commercial...
QI (including QDD), WP, WT Application Deadline for 2023

QI (including QDD), WP, WT Application Deadline for 2023

The IRS has released Issue Number 2023-13, which alerts Qualified Intermediaries (QI), including Qualified Derivatives Dealers, to important updates and requirements.
Revised 2023 Instructions for Form 1042-S

Revised 2023 Instructions for Form 1042-S

On August 17, the IRS released revised 2023 Instructions for Form 1042-S. Specific updates are made to the following pages with respect to PTPs...
U.S. Withholding Agent Examinations: Understanding IRS Guidelines & Key Insights

Staying Informed on IRS Form 1042/1042-S Guidelines

Learn about U.S. source income and IRS guidelines for filing Forms 1042 and 1042-S. Discover insights on withholding agents and IRS audit processes.
W-9 vs Substitute W-9

IRS Form W-9 vs. Substitute Form W-9: What’s The Difference?

A withholding agent can create their own Form W-9 or use a substitute, as long as the content is substantially similar to the official IRS version.
Draft Form W-9

Draft Form W-9: Everything You Need to Know

On July 26, the IRS released a draft version of the Form W-9 (Rev. October 2023). There are several changes to the W-9 form, notably..
Why you need a Process & Procedures guide?

Why You Need a Process and Procedures guide?

With new withholding certificates on the horizon, now is the perfect time to begin preparing your processes and procedures for efficient compliance.