Accounts Payable

W-9 / W-8

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IOFM Members rely on “Ask the Expert” whenever they’re stumped. IOFM's tax experts are standing by, ready to answer your 1099 compliance questions. And a panel of more than 100 AP practice leaders are also on call for your next best practice question.

Determining U.S. source income for software services

Q. If payment is made to foreign Canada vendor that submitted a W-8BEN-E for hosting electronic… Read More
IOFM Members rely on “Ask the Expert” whenever they’re stumped. IOFM's tax experts are standing by, ready to answer your 1099 compliance questions. And a panel of more than 100 AP practice leaders are also on call for your next best practice question.

Withholding for countries with U.S. tax treaties

Q. I have two questions: 1.) What is the connection of countries with treaties with the U.S. in… Read More
IOFM Members rely on “Ask the Expert” whenever they’re stumped. IOFM's tax experts are standing by, ready to answer your 1099 compliance questions. And a panel of more than 100 AP practice leaders are also on call for your next best practice question.

Speaker honorarium for non-US person

A. How is an honorarium for a speaker handled when it is for a foreign person per the W-8, claiming… Read More
IOFM Members rely on “Ask the Expert” whenever they’re stumped. IOFM's tax experts are standing by, ready to answer your 1099 compliance questions. And a panel of more than 100 AP practice leaders are also on call for your next best practice question.

W-8BEN-E LOB Category

Q. What are the requirements for cross referencing an international payee's IRS Form W-8BEN-E LOB… Read More
IOFM Members rely on “Ask the Expert” whenever they’re stumped. IOFM's tax experts are standing by, ready to answer your 1099 compliance questions. And a panel of more than 100 AP practice leaders are also on call for your next best practice question.

Foreign vendor providing a U.S. TIN on a W-8 form

Q. I'm not sure how to categorize a vendor who has provided a U.S. TIN on a W-8 form and has also… Read More
IOFM Members rely on “Ask the Expert” whenever they’re stumped. IOFM's tax experts are standing by, ready to answer your 1099 compliance questions. And a panel of more than 100 AP practice leaders are also on call for your next best practice question.

Vendor with both U.S. and Canadian entities

Q. We are doing business with a vendor that has both U.S. and Canadian entities. If doing business… Read More
IOFM Members rely on “Ask the Expert” whenever they’re stumped. IOFM's tax experts are standing by, ready to answer your 1099 compliance questions. And a panel of more than 100 AP practice leaders are also on call for your next best practice question.

Tax implications of giving out $50 gift cards

Q. We are a 501 c (3) organization . If we want to give out $50 gift cards to 20 participants that… Read More
IOFM Members rely on “Ask the Expert” whenever they’re stumped. IOFM's tax experts are standing by, ready to answer your 1099 compliance questions. And a panel of more than 100 AP practice leaders are also on call for your next best practice question.

Should a treaty claim be based on citizenship or country of residence?

Q. We have a vendor who is a citizen of The Democratic Republic of the Congo but has a permanent… Read More
IOFM Members rely on “Ask the Expert” whenever they’re stumped. IOFM's tax experts are standing by, ready to answer your 1099 compliance questions. And a panel of more than 100 AP practice leaders are also on call for your next best practice question.

Form W-8BEN vs. W-8BEN-E

Q. A supplier has provided a W-8BEN indicating that an individual is the beneficial owner. However,… Read More
IOFM Members rely on “Ask the Expert” whenever they’re stumped. IOFM's tax experts are standing by, ready to answer your 1099 compliance questions. And a panel of more than 100 AP practice leaders are also on call for your next best practice question.

Vendor claiming Part III of the W-8BEN-E form does not apply

Q. A supplier has indicated that they reviewed with their accountant and researched the IRS rules… Read More
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