TFX can certainly help you prepare Form W-8BEN-E, Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities), within one week.
To request this service, follow these steps:
⚠️ Note: The account should be in your name, or the name of a company representative authorized to sign Form W-8BEN-E.
Complete the "Corporation & Trust" TQ section and provide the following information:
Foreign companies incorporating documents.
Foreign company tax identification number.
Description of the business activity in the U.S.
Answers to the following questions:
Do you have an agent in the U.S. (an individual or a branch handling business activity in the U.S.)?
Do you receive any income from the U.S.?
In the Notes TQ section, leave a note for your tax preparer about your request.
Submit the questionnaire for our review and click Send me an engagement letter on the Tax questionnaires page.
We will determine whether there are other U.S. reporting requirements, such as Form 1040-F (if the company has business activity in the U.S), and issue an Engagement letter.
