From Collection to Compliance: Managing W-8 and W-9 Forms Efficiently

Managing W-8 and W-9 forms accurately is essential for IRS compliance, yet organizations often struggle with collection, validation, and ongoing document management.

Join Jessica Zeltser, Director of Client Services at Comply Exchange, for a practical session on collecting, validating, and maintaining forms for both U.S. and non-U.S. payees. She will share best practices to help streamline workflows, reduce errors, and ensure compliance with evolving regulations.

Key learnings include:

Understand IRS requirements for W-8 and W-9 collection and maintenance.
Learn best practices for validating tax status across global entities.
Explore process improvements and automation to simplify compliance.

EVENT-Tax-Reporting-Withholding-Horizontal

North America Tax Compliance

May 4, 2026

Tax Reporting & Withholding Conference

Join us at the Tax Reporting & Withholding Conference where tax professionals will get a deep dive into crypto asset reporting regulations and the latest Form 1099 and 1042-S reporting requirements. At this conference, learn how to stay ahead of IRS changes and connect with industry experts navigating the same challenges. We hope to see you there!

North America Tax Compliance

May 27, 2026

Gartner Finance Symposium/Xpo Conference

Join us at the world’s most important gathering of CFO’s and Finance Executives to tackle priorities including managing risk, improving efficiency, and driving profitability and future growth in a volatile and uncertain environment

North America

April 30, 2026

Sovos Always On: Dallas

Stop improvising your tax strategy. Join Sovos at the private home of Iron Chef Kent Rathbun for exclusive 2026 tax insights and a vision session on what’s next. Enjoy a live culinary demo and a gourmet dinner in an intimate Dallas setting. Real talk, elite strategy, and world-class dining.

North America

April 23, 2026

Sovos Always On: Chicago

Join Sovos at Wrigley Field for an exclusive day of 2026 tax insights, a Cubs legend meet-and-greet, and a premium suite experience for the Phillies game. Network with finance leaders and prepare your organization for what’s next. No curveballs—just good company and great baseball.

North America Tax Information Reporting

April 1, 2026

[TEST] Test new branding event page

Sovos Always On: San DiegoLorem ipsum dolor sit amet, consectetur adipiscing elit. Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.RoadshowFebruary 12 – 14, 20259:00 AM – 6:00 PMSan Diego Mission Bay ResortRequest Registration Event Summary Amid constant regulatory changes, finance, tax, and IT leaders have the chance to shift the narrative. Instead […]