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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

Guernsey 2022 Compliance Information Notice 2!

Guernsey 2022 Compliance Information Notice 2!

On March 31, 2022, the States of Guernsey Revenue Service published Common Reporting Standard (CRS) and Foreign Account Tax Compliance Act (FATCA) Compliance Information...

ATO Publishes New Supplementary Third-Party Data Governance Guide

On April 1, 2022, the Australian Tax Office (ATO) unveiled a significant resource for the investment industry with the publication of a new third-party data governance guide.
FY 2023 Greenbook Proposes New Electronic Filing Requirements!

FY 2023 Greenbook Proposes New Electronic Filing Requirements!

On March 28, 2022, President Joe Biden released the FY2023 Budget and the U.S. Department of the Treasury released a document to explain the Administration’s revenue proposals included in ...
FY 2023 Greenbook Update For Purposes of AEoI!

FY 2023 Greenbook Update For Purposes of AEoI!

FY 2023 Greenbook Proposes Information Reporting by Certain Financial Institutions and Digital Asset Brokers for Purposes of Automatic Exchange of Information (AEoI)!
Crowdfunding Websites May Be Required to Report on Form 1099-K, Payment Card and Third-Party Network

Form 1099-K reporting by Crowdfunding Websites

Beginning in calendar year 2022, crowdfunding websites or their payment processors may be required to report certain distributions of money raised if the contributor receives goods or...
UK Suspended the Exchange and Sharing of Tax Information with Russia and Belarus!

UK Suspended the Exchange and Sharing of Tax Information with Russia and Belarus!

In case you missed it, on March 17, 2022, in an effort to inflict economic pain on President Putin and his regime, the United Kingdom (UK) suspended the exchange and sharing of tax...
Incorrect or Missing Forms W-2 or 1099

Incorrect or Missing Forms W-2 or 1099

On March 21, 2022, the Internal Revenue Service published an important Covid Tax Tip 2022-43 regarding incorrect or missing Forms W-2 or 1099. Filing season is here and taxpayers must be ...
2022 Update to Publication 5190!

2022 Update to Publication 5190!

On March 15, 2022, the Internal Revenue Service (IRS) made significant updates with the release of the 2022 revision of Publication 5190, the International Data Exchange Services (IDES) User...
March 2022 Canada AEoI Updates!

March 2022 Canada AEoI Updates!

On March 10, 2022, the Canada Revenue Agency (CRA) published revisions to its Guidance on the Canada-U.S. Enhanced Tax Information Exchange Agreement (the Agreement)...
2022 Publication 515 is now final!

2022 Publication 515 is now final!

On March 3, 2022, the Internal Revenue Service (IRS) issued a critical update with the release of Publication 515, "Withholding of Tax on Nonresident Aliens and Foreign Entities," slated for use...
Instructions for Form 941 (Rev. March 2022)

Instructions for Form 941 (Rev. March 2022)

On February 28, 2022, the IRS published Instructions for Form 941 (Rev. March 2022), Employer's QUARTERLY Federal Tax Return. Among the new updates related to COVID-19, social security and...
January 2022 Revision of Publication 1220!

January 2022 Revision of Publication 1220!

On February 28, 2022, the IRS published a new version of Publication 1220, Specifications for Electronic Filing of Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G For Tax Year 2021...