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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

Information Returns (IR) Application for Transmitter Control Code (TCC) for Non-U.S. Form 1042-S Filers

IR Application for TCC: Non-U.S. 1042-S Filers

The IRS understands that non-U.S. individuals employed by non-U.S. employers may encounter difficulties with the FIRE IR Application for TCC. Get the support you need!
New Draft Form W-8EXP

New Draft Form W-8EXP

On June 28, 2023, the IRS released a draft of Form W-8EXP. This draft is crucial as it outlines important updates and changes for taxpayers.
ELECTRONIC FORM COLLECTION CAN REDUCE WITHHOLDING & REPORTING PENALTIES

Electronic IRS Form Collection: Automating To Increase Efficiency

There are solutions such as electronic IRS form collection software that can help by automating the collection and validation of tax forms
Kaplan Key Takeaways

Kaplan Key Takeaways – 2023 International Tax Withholding and Reporting Conference

The 2023 International Tax Withholding and Information Reporting Conference, hosted by Kaplan, brought together tax professionals and IRS experts to discuss the latest updates.
Important FATCA Technical Terms You Need to Know

Important FATCA Technical Terms You Need to Know

Are you looking to learn more about the technical terms surrounding the Foreign Account Tax Compliance act, "FATCA" or “Chapter 4”?
2023 Tax Reporting & Withholding Conference Key Takeaways

2023 Tax Reporting & Withholding Conference Key Takeaways

This year's Tax Reporting & Withholding Conference hosted by The Tax Reporting Group brought together tax professionals, compliance experts, and industry leaders to discuss the latest and...
Do You Know the different types of Forms 1099?

What are the different types of Forms 1099? 

Forms 1099 are used to report on U.S. persons who are receiving certain types of income, such as interest, royalties, and dividends. Unlike the Form 1042-S, the form used to report on non-U.S. ...
The Role That W-8 Collection Plays in 1042-S Reporting

The Role That W-8 Collection Plays in 1042-S Reporting

How can upfront W-8 collection and validation lead to easier and more accurate 1042-S reporting? Check out a recap of our session with Sovos where...
How to handle a missing or incorrect w-2 or form 1099

How to handle a missing or incorrect W-2 or Form 1099

On February 28, 2023, the IRS released IRS Tax Tip 2023-25, “What to do when a W-2 or Form 1099 is missing or incorrect”. This is a guide on the steps to obtain and review all documentation prior...
Final Regulations Electronic-Filing Requirements for Specified Returns and Other Documents

Final Regulations: Electronic-Filing Requirements for Specified Returns and Other Documents

In this article, we will examine the electronic filing requirements for 2023. On Tuesday, February 21, 2023. The IRS released final regulations amending the rules for filing electronically made by ...
Form 1099 Extension Process

Form 1099 Extension Process

With the Form 1099 reporting deadline quickly approaching, we are providing a refresh of the extension process below: Providers should assess whether they need...
IRS updated the frequently asked questions (FAQs)

IRS updated the frequently asked questions (FAQs)

On December 28, 2022, the IRS updated the frequently asked questions (FAQs) for Form 1099-K, Payment Card and Third Party Network Transactions, in Fact Sheet FS-2022-41...