Re: Fwd: Invoice 2778 from In Front Marketing

From
Carolina Orosa <corosa@thekey.com>
To
Hua Wu <hua.wu@thekey.com>
CC
Timothy Thomas <tt@thekey.com>
Date
Wed, 7 Sep 2022 12:26:18 -0700
Folder
INBOX
--0000000000004f60cb05e81b4a07 Content-Type: multipart/alternative; boundary="0000000000004f60c905e81b4a06" --0000000000004f60c905e81b4a06 Content-Type: text/plain; charset="UTF-8" This is super helpful! Thanks so much Hua! On Wed, Sep 7, 2022 at 12:25 PM Hua Wu wrote: > Hi Carolina > > I'm attaching the W8BEN for an individual. Below is what you need to put > in. Basically your name, address, SIN and birthday. It's an information > form that's not filed with the IRS. Any US company is required to obtain > this form when they pay a foreign resident; it basically helps them figure > out if any withholding tax is needed. There should not be any withholding > tax in your case. > > Once you have it completed, please submit it at the same time as your > invoice to Corporate AP. You only need to send it to AP once. > > [image: image.png] > > Let me know if you have any questions. > > Thanks. > > Hua > > On Wed, Sep 7, 2022 at 12:57 PM Carolina Orosa wrote: > >> Hi Hua, >> >> I will be billing the Key as an individual. My accountant mentioned that >> this is not the correct form? Please see his note below. >> >> The form that they have provided is not the correct one for Carolina as >> an independent contractor. She should be filing form W-8Ben. This form is >> not too complex (link attached) and part II should indicate in Q9 that she >> is a resident of Canada. >> >> >> https://www.irs.gov/pub/irs-pdf/fw8ben.pdf >> >> >> Please let me know if this is accurate and how to proceed. >> >> >> Thank you, >> >> >> Carolina >> >> On Tue, Sep 6, 2022 at 11:17 AM Hua Wu wrote: >> >>> Hi Tim >>> >>> Yeah I can help. >>> >>> @Carolina Orosa @Tim Thomas >>> will you be billing The Key as an individual or from a corporation? There >>> are different forms for the two. Let me know and I can put in some >>> explanation on what you need to fill in. Those are information forms. They >>> are not filed with the IRS, but the payer (in this case, the Key) is >>> required to obtain them. It basically tells the Key that they don't need >>> to withhold any tax when they are paying you. >>> >>> Thanks. >>> >>> Hua >>> >>> On Tue, Sep 6, 2022 at 12:00 PM Timothy Thomas wrote: >>> >>>> @Hua Wu >>>> >>>> Are you able to assist Carolina and Tim with their W8ben forms? They're >>>> quite confusing... >>>> >>>> If not, do you know who might be able to help? >>>> >>>> On Tue, Sep 6, 2022 at 1:17 PM Carolina Orosa >>>> wrote: >>>> >>>>> Hi Tim, >>>>> >>>>> This document is so confusing to me. Do I need to have my lawyer >>>>> review? >>>>> >>>>> On Thu, Sep 1, 2022 at 11:02 AM Timothy Thomas wrote: >>>>> >>>>>> Hi Carolina and Tim, >>>>>> >>>>>> Could you both please complete the attached W8-Ben tax form so that >>>>>> our AP department can pay you directly for your consulting services. >>>>>> >>>>>> Thank you >>>>>> Timothy >>>>>> >>>>>> >>>>> >>>>> -- >>>>> >>>>> Carolina Orosa >>>>> President and Chief Operating Officer >>>>> Home Care Assistance >>>>> 1861 Marine Drive, >>>>> West V

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