Reference Material

QI Information: CLICK HERE FATCA Information: CLICK HERE Tax Treaties: Helpful Instructions and Publications:
    • Reporting to US Persons (General Instructions): CLICK HERE
    • Rules for Non-US Persons & Entities (Publication 515): CLICK HERE
    • Rules for Filing Electronically for US Persons (Publication 1220): CLICK HERE
    • Rules for Filing Electronically for Non-US Persons (Publication 1187): CLICK HERE
    • Rules for Creating Substitute Forms (Publication 1179): CLICK HERE
Tax Reporting (selected forms) Certification Forms & Instructions for US Persons: Certification Forms & Instructions for Non-US Persons