Tax Form Remediation

Remediation of Tax Forms: Fixing the Past, Future-Proofing the Future

Watch TAINA’s Video to see how our platform transforms tax form remediation into a strategic advantage.

When clients haven’t collected tax forms correctly in the past, remediation becomes more than a fix, it’s an opportunity to clean up legacy issues, validate historical documentation, and automate compliance with FATCA and CRS.

TAINA’s platform supports:

• Secure, multilingual online journeys in 9 languages
• Collection of W-8s, W-9s, CRS self-certifications, Canadian RC forms, and supporting affidavits
• Flexible form collection via:
  • Customer Online Journey (mobile-friendly UI with instant validation)
  • Form API (pre-filled forms using AML/KYC data)
  • PDF Upload with OCR (bulk digitization and validation)

For more information on the recent documentation changes and on how the TAINA fully automated FATCA and CRS Validation platform can add value to your business, get in touch or request a demo to see it in action.