Tax form workspace

Create a W-8BEN-E intake worksheet

Collect entity classification, chapter 3 status, FATCA status, and treaty-benefit details.

Preparation modeGenerates a reviewable PDF. It does not submit, e-file, or deliver a return to a government agency.

Organization name *Country of incorporation *Disregarded entity name (if applicable)Chapter 3 status *Chapter 4 / FATCA status *Permanent residence address *Mailing address (if different)U.S. TIN (if required)GIIN (if applicable)Foreign TINTreaty country (if claiming benefits)