




Admin
Used as a stand-alone system, integrated, or in conjunction with Comply eForms, our Admin solution supports a diverse range of clients by delivering a centralized document repository that supports the collection, digitization, verification, validation and management of both paper and electronically submitted tax documentation. The Admin application comes with in-suite multi-tier structure setup, withholding rate calculations, report generation, integrated OCR functionality and more.
How does it work?
Our Administration application is highly configurable, providing a secure and scalable platform for storing and validating historic and current paper and electronically submitted tax documentation. It supports multi-tiered complex structure and exports detailed tax calculations and withholding statements on demand. The process controls, administration guidance and comprehensive reporting can all be tailored, while being utilized to manage day-to-day tasks and meet reporting deadlines.

Do you struggle with validating your customers Forms W-9, W-8, 8233 and self-certifications?
Are you required to report under Chapter 3, FATCA and/or CRS?
Would you benefit from having your withholding rates proactively generated?
Are you spending too much time generating management and year-end reports?

Validates against a rigorous, customizable tax rule set

Calculates U.S. withholding rates

Maintains up-to-date and reliable documentation

Reporting covering Forms 1099, 1042-S, 8966-FATCA & CRS
comply admin



Mitigate risk of non-compliance

Securely stores all tax documentation & data electronically

Improve working processes and procedures

Reduces costs and create efficiencies
How does it work?
Our Administration application is highly configurable, providing a secure and scalable platform for storing and validating historic and current paper and electronically submitted tax documentation.
It supports multi-tiered complex structure and exports detailed tax calculations and withholding statements on demand. The process controls, administration guidance and comprehensive reporting can all be tailored, while being utilized to manage day-to-day tasks and meet reporting deadlines.

The Benefits

Mitigate risk of non-compliance

Calculates U.S. withholding rates

Reporting covering Forms 1099, 1042-S, 8966-FATCA & CRS

Reduces costs and create efficiencies
The Power of Integrated Ocr
With Kofax’s OCR tools built into our Administration application, collecting and validating papers forms is now easier than ever. Powered by OmniPage OCR and seamlessly integrated into our back-office administration application, paper forms can be digitized and validated in just seconds. Our automated and innovative software is designed to read and digitize paper forms, while validating against a rigorous tax rule set and even calculating the withholding rates, thereby significantly reducing the burden imposed by paper forms.

The Benefits

Eases the burden around paper form collection
Minimizes the risk associated with manually reviewing paper forms
Automated tracking of form expiration and changes in circumstance
Reduces costs while creating efficiencies

- Imports paper forms via a one-off or bulk processm with pdf split capabilities
- Runs large OCR import processes as a background task, if desired
- Automates the digitization and manual import of paper forms
- Automates the validation of tax form against a rigorous rule set
- On-demand withholding rate generator
Our OCR Timings
Contact Us
If you have any questions or are interested in hearing how we can help your business, reach out today! A member of the team will be happy to speak with you or arrange a demo for a time that’s convenient.
