On February 28, 2023, the IRS released IRS Tax Tip 2023-25, “What to do when a W-2 or Form 1099 is missing or incorrect”. This is a practica

On Tuesday, February 21, 2023, the IRS released final regulations amending the rules for filing electronically made by the Taxpayer First...

Some providers should consider whether an extension is needed and applicable. Please refer to the IRS’s General Instructions for Certain Inf

David Marley was vetted and selected by a Forbes review committee based on the depth and diversity of his experience. Forbes Council is a co

On December 30, the Internal Revenue Service released Notice 2023-11, Foreign Financial Institution Temporary U.S. Taxpayer Identification N

On December 28, 2022, the IRS updated the frequently asked questions (FAQs) for Form 1099-K, Payment Card and Third Party Network Transactio

On December 23, 2022, the IRS released Announcement 2023-2 providing transitional relief and delaying the reporting for digital assets. Thes

On December 23, 2022, the Internal Revenue Service announced that a third-party settlement organization (TPSO) will not be penalized for fai

On December 13, 2022, the Internal Revenue Service published Rev. Proc. 2022-43, the final Qualified Intermediary Agreement. While the agree

With the Holidays approaching and a new year almost upon us, I would like to take this opportunity to thank all our colleagues, clients, par

The IRS just released the application to apply for a Transmitter Control Code (TCC) to e-file Forms 1099 through the Information Returns Int

Comply Exchange is excited to offer an associate position to work within our growing tax technology business. This opportunity gives the rig

On October 24, the IRS issued a reminder to taxpayers that they may receive Form 1099-K, Payment Card and Third-Party Network Transactions,

On October 11, 2022, the IRS announced that it has identified Sponsoring Entities that do not have Sponsored Entities registered in the FATC

On October 3, 2022, the IRS announced that it will soon transition the Qualified Intermediary, Withholding Foreign Partnership, Withholding

Comply Exchange is excited to welcome Colin Brien onboard as their Chief Growth Officer. Colin has spent the majority of this career in pub

The deadline for all Qualified Intermediary (QI) (including Qualified Derivatives Dealer), Withholding Foreign Partnership (WP) and Withhold

On July 8, the U.S. Treasury Department provided notice to Hungary that it is terminating the U.S.-Hungary income tax treaty, first enacted

On July 7, 2022 the Department for International Tax Cooperation (DITC) of the Cayman Islands posted an Industry Advisory with a reminder of

On June 30, 2022, the Bahamas Competent Authority posted an updated CRS-AEOI Partner List effective as of June 27, 2022. Curacao, Ecuador, a

On June 16, 2022, the IRS provided an update on the transition to the new Information Returns TCC (IR-TCC) Application for Filing Informatio

On May 18, 2022, the British Virgin Islands (BVI) Ministry of Finance, International Tax Authority (ITA), published an announcement that...

On May 19, 2022, the Internal Revenue Service (IRS) published a DRAFT 2022 Form 8804, Annual Return for Partnership Withholding Tax...

On May 17, 2022, in a keynote speech Lucy Frazer MP, Financial Secretary to the Treasury, stated that the increase in global transparency ha