Re: Fwd: Invoice 2778 from In Front Marketing

This is super helpful! Thanks so much Hua!

On Wed, Sep 7, 2022 at 12:25 PM Hua Wu <hua.wu@thekey.com> 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 <corosa@thekey.com> 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 <hua.wu@thekey.com> wrote:
>>
>>> Hi Tim
>>>
>>> Yeah I can help.
>>>
>>> @Carolina Orosa <corosa@thekey.com>  @Tim Thomas <tthomas@thekey.com>
>>> 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 <tt@thekey.com> wrote:
>>>
>>>> @Hua Wu <hua.wu@thekey.com>
>>>>
>>>> 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 <corosa@thekey.com>
>>>> 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 <tt@thekey.com> 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 Vancouver, BC V7V1J7
>>>>> ph:   (778) 279-3634
>>>>> fax:  (778) 279-3635
>>>>> website: *www.homecareassistancevancouver.ca
>>>>> <http://homecareassistancevancouver.ca/>*
>>>>> https://www.youtube.com/watch?v=RX_4cCVybg8
>>>>>
>>>>>
>>>>
>>>> --
>>>> Tim Thomas
>>>> Head of Canada Division
>>>> *Please note my email has changed:*
>>>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>>>> (514) 591-9387
>>>> TheKey.com <https://www.thekey.com/>
>>>> [image: TheKey] <https://www.thekey.com/>
>>>>
>>>
>>
>> --
>>
>> Carolina Orosa
>> President and Chief Operating Officer
>> Home Care Assistance
>> 1861 Marine Drive,
>> West Vancouver, BC V7V1J7
>> ph:   (778) 279-3634
>> fax:  (778) 279-3635
>> website: *www.homecareassistancevancouver.ca
>> <http://homecareassistancevancouver.ca/>*
>> https://www.youtube.com/watch?v=RX_4cCVybg8
>>
>>

-- 

Carolina Orosa
President and Chief Operating Officer
Home Care Assistance
1861 Marine Drive,
West Vancouver, BC V7V1J7
ph:   (778) 279-3634
fax:  (778) 279-3635
website: *www.homecareassistancevancouver.ca
<http://homecareassistancevancouver.ca/>*
https://www.youtube.com/watch?v=RX_4cCVybg8