Tag: Comply Exchange
Expired W-8 forms could be costing firms millions
Compliance and tax operations teams are facing mounting pressure to keep withholding documentation current, as expired or invalid Forms W-8 continue to expose organisations...
Comply Exchange earns SOC 2 to bolster client trust
Tax compliance technology firm Comply Exchange has achieved SOC 2 compliance, marking a significant step in its effort to provide clients with independently validated...
Tax reporting 2026: the cost of doing nothing is rising
The 2026 Tax Reporting & Withholding Conference, held in Washington, D.C., delivered a stark message to compliance professionals: the era of incremental adjustment is...
The hidden risks in your tax documentation workflow
For many finance and operations teams, tax compliance feels like a solved problem. A form is requested, received, and filed. The box is ticked....
Key tax compliance deadlines and rule changes
March 2026 has brought a wave of regulatory updates across IRS reporting, FATCA, and CRS frameworks. Comply Exchange has rounded up the most critical...
IRS IRIS system: what filers must do before 2027
The clock is ticking for organisations that submit information returns electronically. With the IRS set to retire its long-standing FIRE (Filing Information Returns Electronically)...
IRS, FATCA and CRS: the latest RegTech compliance news
Comply Exchange has published its latest roundup of regulatory developments across FATCA, CRS and IRS reporting for February 2026, highlighting critical deadlines and system...
Managing backup withholding risk in tax compliance
As tax compliance demands continue to intensify, backup withholding has emerged as one of the more complex and consequential obligations facing organisations that make...
Investment managers face new global tax rules
Regulators, tax leaders and industry practitioners gathered in New York on 4 February for the 2026 Investment Management Tax Reporting and Withholding Conference, where...
Navigating new IRS rules: 2025 reporting essentials
With reporting demands tightening again, organisations are preparing for another year shaped by tax rule updates, revised IRS forms and rising expectations around reporting...










