The Comply Catch-up

The Comply Catch-Up will provide you with updates specifically related to Comply Exchange, as well as key updates, deadlines, or things to know with respect to your information reporting and withholding requirements. Wondering what new and innovative technologies are on our roadmap? Not sure of new year-end reporting requirements? Need a refresh on upcoming FATCA/CRS Reporting deadlines? Come catch up with Comply here.

The Comply Catch-Up – April 2022 Issue 17

The Comply Catch-Up – April 2022 Issue 17

Key Dates and Reminders The Internal Revenue Service (IRS) announced that beginning in mid-April, it will be sending out Notices CP2100 and 2100A to certain financial institutions, businesses or...

The Comply Catch-Up – March 2022 Issue 16

The Comply Catch-Up – March 2022 Issue 16

Comply Updates This past month we co-hosted our first partnership event with Sovos. The partnership between Comply Exchange and Sovos will provide the first and only end-to-end tax information...

The Comply Catch-Up – February 2022 Issue 15

The Comply Catch-Up – February 2022 Issue 15

Comply Updates Late last year, the IRS published the final revisions of Forms W-8BEN, W-8BEN-E, W-8ECI and W-8IMY and their instructions. If you haven’t already, head on over to our bonus section of...

The Comply Catch-Up – January 2022 Issue 14

The Comply Catch-Up – January 2022 Issue 14

Comply Updates Comply would like to wish you all a Happy New Year! With 2022 well underway, and with reporting front and center, we still continue to work on many new developments and innovations...

The Comply Catch-Up – December 2021 Issue 13

The Comply Catch-Up – December 2021 Issue 13

Comply Updates Comply Exchange is excited to announce our new partnership with Certa! This innovative partnership has the capability to entirely automate your customer lifecycle. From managing...

The Comply Catch-Up – November 2021 Issue 12

The Comply Catch-Up – November 2021 Issue 12

Comply Updates With the 2021 October Revisions now final for the Forms W-8BEN, W-8BENE, W-8IMY and W-8ECI, we have produced a series of form walkthrough videos explaining all the new changes. You...

The Comply Catch-Up – October 2021 Issue 11

The Comply Catch-Up – October 2021 Issue 11

Comply Updates We would like to send a big thank you to Sovos for hosting such an exciting and informative conference earlier this month! We also appreciate everyone who joined both our tax...

The Comply Catch-Up – August 2021 Issue 9

The Comply Catch-Up – August 2021 Issue 9

Comply Updates This month we launched our first course on the online training provider, Udemy. This course allows you to get a taste of the ComplyPro experience. Our latest course provides an...

The Comply Catch-Up – July 2021 Issue 8

The Comply Catch-Up – July 2021 Issue 8

Comply Updates This month saw the launch of our first ever live demo series, ComplyLive. We would like to thank every one of you who tuned in to see our eForms showcase. It was a great success, and...

The Comply Catch-Up – June 2021 Issue 7

The Comply Catch-Up – June 2021 Issue 7

Comply Updates Now that things are starting to return to normal, we want to share with you this message from our CEO.Comply will be unveiling a new digital experience, ComplyLive, where we will be...

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