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.
