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BUSINESS WHITE PAPER SOA governance preflight checklist Is your SOA ready to take flight?TABLE OF CONTENTS 1Executive summary 2 Introduction 4Prechecklist checklist 6Checklist 1 leadership and stakeholders
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The Form SOA stands for Statement of Account, which is used to report financial information.
Individuals or entities who have financial accounts overseas are required to file the Form SOA.
The Form SOA can be filled out online or by mail, with detailed instructions provided by the IRS.
The purpose of the Form SOA is to report the financial information of overseas accounts to the IRS for tax compliance purposes.
Information such as account numbers, balances, and interest earned on overseas accounts must be reported on the Form SOA.
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