Tax reporting obligations are tightening again as organisations prepare for another year of regulatory updates, revised IRS forms, and growing expectations around accuracy.
Comply Exchange, which offers automated IRS tax compliance, has released its Year-End Reporting Guide. The free eBook, which can be downloaded here, aims to help compliance teams stay ahead of these shifts with a clear, structured summary of the key rules shaping the 2025 reporting season.
Packed with the latest IRS updates and reporting insights, the guide focuses on helping firms avoid common errors and meet their obligations without last-minute surprises.
The resource begins with an overview of the 2025 reporting landscape, outlining the regulatory developments that have defined the year so far. It includes summaries of several major IRS forms, among them the draft Form W-9 (Rev. January 2026), Form 1099-DA for digital asset transactions, the updated Form 1099-K for third-party payments, and materials relating to 1042 and 1042-S filings. The guide also highlights important notes from IRS Publications 1187 and 1220 and provides a consolidated list of all key filing deadlines for 2026.
One of the major updates detailed is the IRS’s draft Form W-9 released in October 2025. Although the revised version has not yet taken effect, it offers a clear indication of the direction of travel for taxpayer identification and documentation processes. For compliance teams, this preview provides valuable time to prepare internal systems and workflows for expected future requirements.
Digital asset reporting continues to evolve, and the Year-End Reporting Guide stresses the significance of Form 1099-DA. This form, now finalised, will be required for reporting digital asset transactions undertaken during 2025, with filing due in early 2026.
The guide also draws attention to the role of AI across the tax and compliance ecosystem. The industry is seeing rapid adoption of automation tools that validate, monitor and manage information reporting at scale. For 2025 and beyond, AI-driven compliance is expected to support greater accuracy, reduce operational burden and strengthen audit-readiness.
Looking ahead, the tax landscape is set to become even more complex as global transparency initiatives advance. According to Comply Exchange, these developments represent an opportunity for firms to streamline their compliance processes. The company notes that its automation tools help organisations manage data aligned with requirements.
The Year-End Reporting Guide is available to download for free, offering teams a comprehensive resource to prepare for the year ahead.
For more insights into year-end reporting, download the guide here.
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