Form W-8 EXP
Forms

Form W-8 EXP: Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding and Reporting

As of January 2017, IRS has updated instructions for Form W-8EXP, regarding foreign Taxpayer Identification Numbers (TINs) and use of electronic signatures.

What is Form W-8 EXP?

Form W-8EXP is a document needed when you provide certain services or receive certain types of payments from foreign individuals, organizations, or governments. Published in January 2017, instructions for completing this form have been updated to include additional information on when a foreign Taxpayer Identification Number (TIN) must be included, as well as guidance on using electronic signatures. While it may seem daunting to fill out this form, understanding the instructions and what is required will help make this process smoother.

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IRS Form W-8 EXP – Who Needs to Fill It Out?

The IRS FORM-W-8EXP is a document that must be completed by individuals or entities that are not U.S. persons and that are claiming a reduced rate of, exemption from, or refund of foreign taxes on income received from sources within the United States. Instructions issued by the IRS have been updated in January 2017 to include information on when a foreign TIN is necessary and information about using electronic signatures. This form is essential for ensuring your foreign taxes get taken care of properly.

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Step-by-Step: Form W-8 EXP Instructions For Filling Out the Document

Following the January 2017 updates to the chapters 3 and 4 regulations, it is important to note the instructions regarding when a foreign TIN must be included on Form W-8EXP. Additionally, these instructions also provide information about the process of using electronic signatures. It is important to pay close attention to these instructions to ensure that the document is filled out accurately.

Below, we present a table that will help you understand how to fill out Form W-8 EXP.

Form W-8EXP Instructions
Following the January 2017 updates to the chapters 3 and 4 regulations, it is important to note the instructions regarding when a foreign TIN must be included on Form W-8EXP.
  • Pay close attention to instructions to ensure accurate form completion.
  • Instructions also provide information about using electronic signatures.
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Do You Need to File Form W-8 EXP Each Year?

Form W-8EXP must be completed and submitted each year by foreign payees to certify their foreign status and provide their foreign tax identification number (TIN) to the withholding agent. The instructions for completing this form have been updated with new information on when a foreign TIN is required and how to use electronic signatures. The updated instructions also reflect any temporary or final regulations under chapters 3 and 4 that were published in January 2017.

Download the official IRS Form W-8 EXP PDF

On the official IRS website, you will find a link to download Form W-8 EXP. However, to make it easier for you, we are providing the link in our article, which comes directly from the official irs.gov website! Click to download: Form W-8 EXP

Sources:

https://www.irs.gov/forms-pubs/about-form-w-8-exp

https://www.irs.gov/instructions/iw8exp

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