How To Fill Out Form W-8BEN-E Correctly (Updated 2024)

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  • Опубліковано 23 січ 2025

КОМЕНТАРІ • 141

  • @XtempoCommunications
    @XtempoCommunications Рік тому +20

    God bless you! I am filling one of these for the first time and was truly confused by it. Your video saved me so much unnecessary stress. Please keep making them!

  • @KearaGraves
    @KearaGraves 11 місяців тому +4

    THANK YOU FOR THIS 🙏🏼🙏🏼🙏🏼 Was so lost until I found this video. I feel much more confident filling out the form & sending it in now!

  • @chloehford
    @chloehford 10 місяців тому +5

    I never leave reviews but I wanted to THANK YOU SO MUCH. Got it finished and sent off in minutes 🙌🎉

    • @liquidsunshinebydarlene
      @liquidsunshinebydarlene 2 місяці тому

      Please leave reviews, they are priceless to business, more than ever, as we got thru Covid 19

  • @TheRumaizah
    @TheRumaizah 10 місяців тому +2

    Thanks so much! Straight to the point - Love from Singapore

  • @SportsCardsLive
    @SportsCardsLive 9 місяців тому

    Thank you so much James. The form is quite intimidating and you made it very simple for a Canadian Corp to fill it out. Thanks again!

  • @bartleymcelroy6867
    @bartleymcelroy6867 10 місяців тому

    Very helpful. Exactly what I needed. The form itself and the official instructions appear very complicated. Your video identifies and focuses on the very small proportion of the form that is relevant and enough for me and probably most other users.

  • @armandohasudungan
    @armandohasudungan 5 місяців тому

    Thank you James. This form is very confusing but you made it very easy.

  • @reenros
    @reenros 10 місяців тому

    Hi James. Thank you so much for this video. I'm from Malaysia and the instructions alone sent me spinning LOL. You have saved us a lot of time.

  • @onurarslan6990
    @onurarslan6990 6 місяців тому +2

    James, I can't thank you enough for this video. My accountant (Canadian based) is CPA accountant and has no idea about this form. This proves how great at your job. Thanks so much for this helpful video.

  • @revenuetactics
    @revenuetactics 19 днів тому +1

    Thanks for the great video! Very helpful for myself, being in the UK :)

    • @leotownsend2738
      @leotownsend2738 16 днів тому

      Hey there - Also in the UK. Are we entering our company UTR numbers where the Foreign TIN box is?

  • @MJDreams
    @MJDreams 10 місяців тому

    Thank you James! You explained it in fantastic way. Great explanation with some good examples (that matched my area). It seems I would fill it properly, but it's always good to double check some things and get assurance from an expert. Have a great day!

  • @SKAMMA1
    @SKAMMA1 11 місяців тому +3

    Thanks for this James. Really unscrambled my brain :)

  • @justintiessen3590
    @justintiessen3590 3 місяці тому

    AMAZING ! Thanks for the support - saw this form, got freaked out - then found your channel!

  • @yujgkjhjk
    @yujgkjhjk 5 місяців тому

    Thank you so much for this. First time getting paid from a US company and I freaked out when they sent me this form to fill out.

  • @JustMeNoOther
    @JustMeNoOther 8 місяців тому

    Thank You so much James, you really saved my day with this video, quite important to me to keep your videos. Yes, when our US client sent to me the form, I got intimidated and overwhelmed.

  • @Galgotas
    @Galgotas Рік тому

    James you are great and I love the way that you are explaining the W-8BEN-E , you have save me a lot time. THANK YOU SO MUCH and GOD Bless you

  • @RightSource
    @RightSource Місяць тому

    Thanks for the video. We are Australian based and work with NonProfits, also with a UA-cam with videos on this topic. Hoping to do more in the US.

  • @anansaeliu4145
    @anansaeliu4145 9 місяців тому +1

    THANK YOU! I've been stuck on tax treaty for so long.

  • @bleachnwow
    @bleachnwow 5 місяців тому

    Thank you so much ! You've made what looked to be a grueling day much much easier !

  • @markwebster3095
    @markwebster3095 Рік тому +2

    This is so helpful, thank you for saving us a lot of confusion!

  • @philgriffiths5514
    @philgriffiths5514 9 місяців тому

    That just saved me a shit load of time- Total brain fade when I got this . Thanks James. Now I have to work out how that sign id works🙄

  • @guylambert3821
    @guylambert3821 6 місяців тому

    This just saved me about £300 and a lot of stress. Thank you so much!

  • @GavinPotter
    @GavinPotter 17 днів тому

    You are a life saver! Thank you for doing this!

  • @marcelaivonneschiaffini5704
    @marcelaivonneschiaffini5704 11 місяців тому

    Thank you for this video! It really helped me. Greetings from Italy.

  • @marciadupiche1656
    @marciadupiche1656 Рік тому

    This made the form so easy! I was so intimidated by it at first.

  • @ASKFlooring
    @ASKFlooring 20 днів тому

    Sow Clap James! Thanks for the help!

  • @oldman-smurphee
    @oldman-smurphee Рік тому

    😊😊😊Thx, this was very helpful in completing such a confusing form for a foreign entity.

  • @AvecSans-mv8lw
    @AvecSans-mv8lw 8 місяців тому

    Thank you so much for this. Dealing with a US-based company that contracted work here in Australia with Australian team but paid out of US and this was getting horribly confusing. Thank you so much,.

  • @JennyPotgieter-h6b
    @JennyPotgieter-h6b 3 місяці тому

    Thank you very much James - a great help! Much appreciated.

  • @dancockerton8165
    @dancockerton8165 15 днів тому

    this helped massively - thank you

  • @AbdulQadoos-n5g
    @AbdulQadoos-n5g 9 місяців тому

    God bless you Sir, you've made my job very easy... respect from Pakistan

  • @rajpadhiyar7202
    @rajpadhiyar7202 4 місяці тому

    Wonderful, Great information. Thank you from Canada.

  • @oliverqamili6314
    @oliverqamili6314 9 місяців тому +1

    Part I / 4 - Chapter 3 status: The word "Corporation" sounds very big.
    Am I a corporation if I own a small business (not an LTD or LLC) and I am to translate for and receive payments from a company in the USA?

  • @taylankammer
    @taylankammer 5 місяців тому

    Incredibly helpful. Thank you so much!

  • @markkalyta4560
    @markkalyta4560 7 місяців тому

    Incredibly helpful and beneficial. My thanks!

  • @Safeguard-iain
    @Safeguard-iain 8 місяців тому

    Thanks James, super intimidating form made super easy. Appreciated!

  • @FRTOrganTv
    @FRTOrganTv 3 місяці тому

    I filled my w8ben out gave it to hr , they aren’t taking fed tax but they are still withholding state ??? Why ?

  • @XxDarkShadowLord6144
    @XxDarkShadowLord6144 19 днів тому

    for the Beneficial owner part, can't I say anything at all like nike for example?

  • @djmalcha
    @djmalcha 11 місяців тому

    Thank you very much! You made it really simple.

  • @noelt834
    @noelt834 10 місяців тому +1

    @JamesBaker How to get Foreign TIN?

  • @ravisrox
    @ravisrox Рік тому +1

    Thank you. Saved the day !

  • @Bazzinga92
    @Bazzinga92 6 місяців тому

    This video is very helpful! Thank you so much!

  • @belalaloul3727
    @belalaloul3727 4 місяці тому +1

    thank you for taking the time. is FTIN legally required if I am a Canadian living in Canada and my company is Canadian and selling online services to American companies? if so how do I get a FTIN?

  • @d.j.access
    @d.j.access 3 місяці тому

    Good Morning I'm living in Jamaica and signed up a from similar to what you are speaking on but they are withholding tax for me so i want like to if they should are they should not for i don't think it is a w-8ben-e from i fill out i think it is a w-8ben i just need you to i make music so let me know if i did something wrong or it okay for them to be with holding tax for me.

  • @ByteBoostStudios
    @ByteBoostStudios 5 місяців тому +1

    Quick question...is this only for corporations? What if you are operating as a sole proprietor? This form is required regularly for affiliate income and it's unclear how I would fill this out in that case. Thanks in advance!

  • @shaheert.6844
    @shaheert.6844 2 місяці тому +2

    Thank you very much for this video James, found it very helpful! One quick question, for the foreign TIN, should we be putting RC0001 after the BN for Canadian corps? or just the 9 digit BN?

    • @ayirp2104
      @ayirp2104 Місяць тому

      have you got answer to this?

  • @nummycreations679
    @nummycreations679 10 днів тому

    Thank you for the EXCELLENT video. The only thing i found confusing was Part III #14 - Seems odd not to check "a". Doesn't that confirm that you should not have taxes withheld due to the treaty?

  • @parcomphy
    @parcomphy Рік тому +1

    Thank you, this was very helpful. 👏

  • @kamv8360
    @kamv8360 7 місяців тому

    Fantatsic video Thank you for demystifying this form.

  • @katiasamson4684
    @katiasamson4684 Рік тому

    From Paris ! thank you very much ! most helpful.

  • @LeilaKairns
    @LeilaKairns Рік тому

    Hello! thanks for this! I'd love to get a video on the last part please. We are Canadian company just exporting our beverage to USA, we want to make sure we are not missing anything. thank you!

  • @dpma65
    @dpma65 11 місяців тому

    really really really can't thank you enough for this video.

  • @golfintoko
    @golfintoko 3 місяці тому

    THANK YOU SO MUCH!!! You are a lifesaver

  • @Skudevike
    @Skudevike Рік тому

    Great video, thank you for making it. It helped a lot!

  • @richardhammond8579
    @richardhammond8579 6 місяців тому

    Mate thank you! You made tvis so simple!

  • @IanFHood
    @IanFHood Рік тому

    THANK YOU! Saved me a lot of anxiety!

  • @joannedolfato3632
    @joannedolfato3632 6 місяців тому

    This video is very helpful -- thank you!

  • @BradSacksMontreal
    @BradSacksMontreal 7 місяців тому +1

    Great video!! One quick question, we are a Canadian corp, so which # should be entered as the Foreign TIN?

  • @hannashaps2512
    @hannashaps2512 3 місяці тому

    Super helpful, thank you !

  • @leemcmahon2879
    @leemcmahon2879 3 місяці тому

    This was sooooo helpful!!!

  • @ianKoker
    @ianKoker 9 місяців тому

    Thank you sir! This made my life so much easier. ❤

  • @karenhomer9584
    @karenhomer9584 5 місяців тому

    What should be filled in if the entity is an Estate?

  • @jaym7178
    @jaym7178 5 місяців тому

    Hi i need some clarification on part 1 section 9b and 9c im in the UK selling in the USA i have a ein number what should i put in those section Thanks

  • @KittyJin-o1m
    @KittyJin-o1m 10 місяців тому

    Thank you, James, Your video is helpful. Could you please add English subtitles in your video? It will be easier for froeigner to understand every word.

  • @williamm6431
    @williamm6431 11 місяців тому

    Thank you . Very Helpful.

  • @charalambos.k
    @charalambos.k 10 місяців тому

    Awesome. Thank you so much!!

  • @JamesBakerCPA
    @JamesBakerCPA  Рік тому

    Do you want to grow your business and pay no taxes without spending hours and hours learning how everything works on UA-cam?
    Get A Free one-on-one 30-minute strategic Consultation - www.jamesbakercpa.com/schedule

  • @KingParekoyTv2021
    @KingParekoyTv2021 2 місяці тому

    How to request this form again because my form is missing because of the typhoon Kristine 😢

  • @ClaudiaVaduvescu
    @ClaudiaVaduvescu Рік тому +1

    Thank you so much!

  • @drhounsell
    @drhounsell 7 місяців тому

    This is great! Could you tell what else needs to be done on the form for a Canadian Charity?

  • @lucascarroll3403
    @lucascarroll3403 9 місяців тому

    LEGEND! Thank you Mr Baker

  • @IjonasKisselbach
    @IjonasKisselbach 9 місяців тому

    You're a star! Thank you so much!

  • @FRANKIESTEEN
    @FRANKIESTEEN 18 днів тому

    I'm Canadian, should I complete a W-8BEN if gambling in the U.S. instead of filing 1040-NR for withholding tax on winnings? Thank you

  • @Basiliano128
    @Basiliano128 10 місяців тому

    God bless you for your help!!!

  • @GraceTang-w6c
    @GraceTang-w6c 3 дні тому

    Hi James, thanks for the video. My company is a property investment holding company in Hong Kong. It only receives property rental income from HK and maybe a small amount of bank interest. It does not carry on any trade with the US and it does not have any US sourced income at all. All the directors / shareholders of my company are non-US residents. However, the bank account of my company is with the Hong Kong branch of a US bank. Do I need to fill in the W-8BEN-E? Would the directors / shareholders be required to fill in W-8BEN?

  • @tymek.bielinski
    @tymek.bielinski 4 місяці тому

    I filed the form sent to my client and now what? Is there anything else they have to do with it?

  • @sbssbs3411
    @sbssbs3411 9 місяців тому

    Thank you very much. Very clear!

  • @lishengchen6004
    @lishengchen6004 Рік тому +1

    Do I need to fill FTIN for a Canadian corporation

  • @tmurrayis
    @tmurrayis Рік тому

    Thanks for this; my eyes glazed over when I first opened the form to complete. I own an investment company and have a self controlled investment portfolio through CIBC. They want this form completed so I am able to ipurchase US dividend stocks. From the video I surmised my entity is passive (dividend income only). Further, I also believe Canada Revenue Agency allows the tax withheld on US dividends earned to be deducted from income so no need to get the withholding tax back from the US.

    • @andyhendershotrealestate
      @andyhendershotrealestate 10 місяців тому

      Did you have to get an EIN for your company?

    • @tmurrayis
      @tmurrayis 10 місяців тому

      @@andyhendershotrealestate I did but it took several tries before I filled it out correctly and it was accepted.

    • @andyhendershotrealestate
      @andyhendershotrealestate 10 місяців тому

      @@tmurrayisthanks. I needed 2 tries as well when doing my personal ITIN. Amazing how complicated this stuff is.

  • @Ayya-g3s
    @Ayya-g3s 6 місяців тому

    I only own a firm I do not own a company but paypal wanted me to fill this form when I changed my paypal account to business, what do I do? No US company is paying me, I'm not even related to US in any way

  • @hershvinayak8955
    @hershvinayak8955 7 місяців тому

    This was really helpful. One thing I'm a touch confused about is what if I'm a foreign business and invest in the US stock market in my corporation. Should I be filling out the tax treaty benefits section and what is the easiest way to find the info needed for a Canadian corp.

    • @JamesBakerCPA
      @JamesBakerCPA  7 місяців тому

      If you are investing in dividend stocks then yes fill out the treaty portion

  • @marilynjackson4580
    @marilynjackson4580 7 місяців тому

    So, if you are a W2 employee, would you fill out this form if you do not want to payroll taxes taken out?

  • @callmenaka
    @callmenaka Рік тому

    Eternal Thank You for saving me a day of chaotic panic!

  • @JosephRoberts-n3y
    @JosephRoberts-n3y 4 місяці тому

    I have foreign Employees working for my company remotely and independently.
    Do i need their W8 BEN? and how do i add those money i pay to them?

  • @nihad_thegreat
    @nihad_thegreat 10 місяців тому +1

    How i can fill if im affiliate marketer

  • @meshdesignprojects7121
    @meshdesignprojects7121 6 місяців тому

    Very helpful, thank you

  • @RossDunn
    @RossDunn 7 днів тому

    You rock, thank you!

  • @alkeryn1700
    @alkeryn1700 Рік тому

    thank you, you are a life saver !

  • @TheForgottenGrove
    @TheForgottenGrove Рік тому

    Is a canadian sole proprietorship classified as a corporation in the US?

  • @popscr
    @popscr Місяць тому

    THANKS SO MUCH!

  • @lioryakobi8751
    @lioryakobi8751 Рік тому +1

    You helped me!!

  • @Leon-fs5qq
    @Leon-fs5qq 3 місяці тому

    Thank you so much for this

  • @Baig-r3u
    @Baig-r3u 10 місяців тому

    Hello James! Love it but I need help to file W-8BEN-E FOR MY Swedish client. Please help

  • @RachelJkson
    @RachelJkson 10 місяців тому

    Hi James, how would a corporation from a non-tax treaty country complete this form? Or would they not have to? There are no US offices or agents ever performing any duties on US soil.

  • @libslewis8786
    @libslewis8786 3 місяці тому

    would a W - 8BEN or a W - 8BEN -E be needed to sell my late fathers US shares? (both of us UK citizens). Thanks

  • @jaym7178
    @jaym7178 5 місяців тому

    Is this form for foreigner who have disregarded entity in the US Thanks

  • @adityamehta2530
    @adityamehta2530 8 місяців тому +1

    Super!

  • @PecanFamilyVacations
    @PecanFamilyVacations 7 місяців тому

    is the TIN the same as business number ?

  • @vishnuvijayan2241
    @vishnuvijayan2241 7 місяців тому

    For LLC Company, how to fill this form?

  • @jaichellemendoza3856
    @jaichellemendoza3856 Рік тому +1

    Hi James, I have a question. It says that Form W-8BEN-E expires after 3yrs from the year it was signed. Should we file another Form W-8BEN-E once it expires or is there a way to make the validity period indefinite for this form? Thanks!