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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

Forms 1099-MISC, 5498 and 1099-R!

Forms 1099-MISC, 5498 and 1099-R!

On December 10, 2021, the Internal Revenue Service (IRS) made significant updates to several Forms 1099, essential documents used for reporting various types of income and transactions to ...
November 2021 IRSAC Report

November 2021 IRSAC Report

In case you missed it, the Internal Revenue Service Advisory Council (IRSAC) published its November 2021 report. In it, there are a number of issues relevant to the U.S. federal tax ...
OECD 2021 Peer Review Report

OECD 2021 Peer Review Report

On November 17, 2021, the Organisation for Economic Cooperation and Development (OECD) unveiled its highly anticipated 2021 Peer Review of the Automatic Exchange of Financial ...
The IRS announced the availability of the Form 1042-S Data Integrity Tool

The IRS announced the availability of the Form 1042-S Data Integrity Tool

On November 15, 2021, the Internal Revenue Service (IRS) made a significant announcement regarding the launch of its Form 1042-S Data Integrity Tool, marking a crucial step forward in...
Third early release of DRAFT Form W-4R and fourth (probable) release of DRAFT Form W-4P!

DRAFT Form W-4R third release and fourth (probable) release of DRAFT Form W-4P!

On November 9, 2021, the IRS published a third early release of DRAFT Form W-4R, Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions - primarily as a ...
House of Representatives Passes Infrastructure Bill With Crypto Reporting Requirements

House of Representatives Passes Infrastructure Bill With Crypto Reporting Requirements

Understand the implications of for brokers and digital assets to report to Internal Revenue Service (IRS) that have been mandated by the $1.2 trillion Infrastructure and Jobs Act of 2021...
Important Information from the Cayman DITC!

Important Information from the Cayman Department of International Taxation!

On October 19, 2021, the Cayman Department of International Taxation (DITC) posted an Updates Bulletin. In it, they discuss communicating with the DITC, a Compliance Update, and ...
2019 Publication 1179, General Rules and Specifications for Substitute Forms 1096, 1098, 1099, 5498,

2019 Publication 1179, General Rules and Specifications for Substitute Forms 1096, 1098, 1099, 5498,

Any payors and withholding agents filing information returns for the 2019 calendar year using a substitute form will be interested in the updated Publication 1179, General Rules and ...
A Refresher of the Rules for Electronic Delivery of Recipient Statements

A Refresher of the Rules for Electronic Delivery of Recipient Statements

Payors and withholding agents that are required to furnish a written statement to a recipient and would like to do so electronically instead of on paper will be interested in a quick refresher ...
IRS Released the Publication 1220

IRS Released the Publication 1220

On September 27, 2021, the Internal Revenue Service (IRS) unveiled the latest edition of Publication 1220, which outlines the Specifications for Electronic Filing of Forms 1097, 1098, 1099...
Keeping Rules Fresh – Electronic Delivery of Recipient Statements

Keeping Rules Fresh – Electronic Delivery of Recipient Statements

During the offseason it is always a good idea to check in on general information reporting rules that may go unnoticed. One recommendation we always have is to review the rules for ...
DRAFT Forms 1099-MISC and NEC

DRAFT Forms 1099-MISC and NEC

On September 13, 2021, the Internal Revenue Service (IRS) made a noteworthy announcement by releasing DRAFT versions of Forms 1099-MISC and 1099-NEC for the upcoming tax year...