Completing Tax Certification Forms Electronically

How Have Regulatory Technology Implemented Electronic Signatures for CRS, W8 & W9 Tax Form Collection?

In June 2020, the IRS allowed electronic signatures for various forms due to the Covid pandemic. Since then, regulations have been updated. The OECD guidance for Common Reporting Standard self-certification forms has always permitted electronic signatures. By 2025, the industry widely accepts electronic signatures for W series and FATCA/CRS forms.

Learn how financial institutions and tax operations teams are being impacted by the shift to electronic signatures and the streamlined collection of tax forms, including:

• How have regulatory and tax technology implemented Electronic Signatures? 
• What's the current guidance for the electronic collection of CRS, W8 & W9 forms?
• Benefits of Electronic Signatures and RegTech Solutions.

At TAINA, we support the compliant collection of electronic forms with electronic signatures, ensuring adherence to all relevant regulations and guidelines. We also hosted and participated in an exclusive Global Industry Forum on Electronic Signatures, with a specific focus on addressing the deficiencies in the allowances regarding Electronic Signatures.

Download and read this informative whitepaper composed by TAINA’s SME, Sean Sutton on Completing Tax Certification Forms Electronically and Implementing Electronic Signatures.