Reporting
eForms
One of the first systems to conform to the IRS’ Memorandum of Understanding (MOU) standards for obtaining electronic Forms W-8. A highly configurable online interview process enabling the electronic submission of Forms W-8 and W-9, together with real-time validation, leveraging the latest IRS guidelines. Self-Certifications are also readily configurable, singularly or via a dual submission process with Forms W-8 and W-9.
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Would you benefit from carefully crafted questions that conform to IRS guidelines leading to correctly submitted and pre-validated forms?
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Could your account holder experience be improved by reducing their time to research tax regulations and help them submit correct tax documentation more efficiently?
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Would you benefit from a comprehensive tax form collection system?
Simple to use, the interactive verification process helps ensure the right form is submitted and the information entered is correct. Integration with tools such as TINCheck and an integral GIIN matching facility ensures the information obtained is validated at the point of input. The eForms product can be integrated into a current process or utilised independently with full client branding.
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How does it work?
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Reduce the burden of trying to obtain IRS Forms W-8, W-9 and 8233
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Increase the accuracy & validity of the forms received
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Provide a better end user experience with targeted guidance and assistance
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Ensure collection of the latest Revision Date IRS Forms
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Automatic push of data through to our Admin solution
Key Benefits
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Secure online form submission process
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Supports all of the latest Revision Date IRS Forms W-8, W-9 and a range of Self-Certifications
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Highly customisable to fit in with the client [branding, language, documentation, etc.] requirements
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Can be fully integrated with current online processes
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Can be used to obtain additional documentary evidence
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Rules-based approach for validation through submission
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App available for mobile devices