The Comply Connect - End of Year Edition (2025)

12/16/25
7 Min Read Time

Don’t Forget for 2026:

Draft IRS Form W-9 (Rev. Jan 2026):

The current draft Form W-9 is set to go into effect in January 2026. With several new updates—specifically around digital assets—it’s important to be prepared for the upcoming implementation and any remediation that may be required as part of the changes. To read more about what this could mean for you, check out our full blog.

Upcoming Filing Deadlines:

Many due dates are approaching in the new year. From Forms 1099 to 945, 1042, and 1042-S, you won’t want to be caught off guard this reporting season. We’ve compiled all the dates you’ll want to keep in mind for 2026. Tax Filing Deadlines 2026.

Year-End Reporting Guide:

As 2025 winds down, it’s almost that time again—reporting season! This period can be stressful, chaotic, and disorganised, but it doesn’t have to be. Our comprehensive Year-End Reporting Guide is filled with must-know information including key IRS form updates, automation tips, industry insights, and more. Pick up your free copy today and map out your roadmap for a smoother reporting season.

A Special Thank You

It’s hard to believe that 2025 is already in the rearview mirror. As this marks our final Comply Connect of the year, we want to take a moment to wish our readers, clients, and partners a festive, restful, and safe holiday season.

It’s been a busy and impactful year here at Comply Exchange, and our CEO, David Marley, will be sharing a personal year-end reflection to close things out. Be sure to follow us on LinkedIn so you don’t miss his holiday message.

We know that ongoing regulatory change and uncertainty can make compliance feel increasingly complex. That’s why we’re especially grateful to everyone who has relied on our monthly newsletter as a trusted source of insight and guidance throughout the year. Your engagement and partnership mean a great deal to us.

Looking ahead, 2026 is shaping up to be one of our most exciting years yet, and we can’t wait to share what’s next. Thank you for being part of the Comply community—we look forward to continuing the conversation in the year ahead.

Happy Holidays,

The Comply Exchange Team

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How We can help

As regulatory requirements continue to evolve, Comply Exchange delivers flexible, scalable, innovative technology designed to simplify tax compliance, reduce risk, and support organizations at every stage of their compliance journey. Our product suite works together—or independently—to meet your unique operational needs.

comply eForms

Automated IRS Form Collection & Validation

Comply eForms helps organizations streamline the collection of IRS tax forms and self-certifications—from vendors, customers, investors, and other payees—through a fully configurable, compliant, and intuitive digital experience.

With built-in real-time validation and intelligent workflows, your team maintains complete control over tax data without the burden of manual follow-ups or form reviews. At the same time, end users are guided through a seamless submission journey, answering only the questions relevant to them based on their status and IRS form type. The result is faster onboarding, higher data quality, and a significantly improved experience for everyone involved.

comply admin

Secure IRS Tax Form Validation, Storage & Management

Comply Admin centralizes the full lifecycle of tax documentation—from collection and digitization to validation, storage, and ongoing management. Whether you’re working with IRS Forms W-9, W-8, self-certifications, withholding statements, or supporting documentation, Comply Admin provides a single, secure source of truth.

Used as a standalone solution or alongside Comply eForms and Extractor, Comply Admin simplifies compliance operations by keeping all critical tax documentation organized, auditable, and easily accessible. Automated validation, expiration tracking, and structured workflows help teams stay compliant while reducing operational overhead.

comply extractor

Turning Complexity into Clarity

The Comply Extractor addresses one of the most challenging aspects of global reporting: extracting and reconciling data from non-standardized withholding statements and tax forms, including substitute forms.

Powered by AI, the Extractor reads, interprets, and structures data from virtually any format—eliminating rigid templates and manual keying. It automatically identifies income codes, rate pools, and allocation hierarchies, validating the data against applicable withholding rules. When paired with Comply Admin, the Extractor enables a continuous, automated flow from document ingestion through reporting and reconciliation.

New enhancements introduced in 2025—including multi-format ingestion, machine-learning-driven accuracy improvements, and Copilot-assisted exception handling—help teams achieve greater speed, accuracy, and confidence at scale.

From Tax Form to Token: Verified, Immutable & Ready to Report

Toknce is Comply Exchange’s sister company, purpose-built to introduce verifiable trust and transparency to global tax compliance through blockchain technology.

Each tax document—such as a W-8, W-9, or self-certification—is tokenized to create a secure, immutable record of validation. This transforms traditional form management into a shared, auditable source of truth between financial institutions, vendors, platforms, and tax authorities. By preserving the integrity of validated documents and eliminating repetitive re-validation, Toknce establishes a new digital infrastructure for compliance—one where authenticity is inherent, not assumed.

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Comply Exchange continues to deliver trusted, scalable technology that empowers clients to simplify complexity, reduce risk, and stay compliant with confidence.

To learn more or schedule a demo, contact contact@complyexchange.com or visit www.complyexchange.com.