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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.

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