Tax Documentation
Submitted Documentation: 265 | Missing Documentation: 2,334,569
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Valid
216
Valid with Warnings
19
Invalid
157
Maria Santos — We reached out via CX Platform to resubmit her W-8BEN, as the previous submission expired. Outreach sent to 4 accounts with open issues.
Just now · via Support System MCP
| Account Owner | Campaign Status | Issue | Needs Resubmission | Doc. Status |
|---|---|---|---|---|
| Maria Santos | Issue: Open | Expired Form | Yes | Invalid |
| Liang Wei | Issue: Open | US Permanent Address | Yes | Invalid |
| Priya Nair | Issue: Open | Change in Circumstances | Yes | Invalid |
| Carlos Mendez | Issue: Open | PO Box Permanent Address | Yes | Invalid |
| Aiko Tanaka | Issue: Open | Expired Form | Yes | Invalid |
| Erik Lindqvist | Issue: Open | US Permanent Address | Yes | Invalid |
| Fatima Al-Hassan | Issue: Open | Care-of Permanent Address | Yes | Invalid |
| Thomas Müller | Issue: Open | Expired Form | Yes | Invalid |
| Yuki Nakamura | Issue: Open | Change in Circumstances | Yes | Invalid |