Overcoming US Withholding tax with a W8BEN
We have sold software to organisation in the US for many years. Sometimes we are not asked to fill out any forms sometimes we are asked to fill out a W8Ben form which gives the reasons why we should not have 30% withholding tax retained.
I now have an organisation that is not only requesting that I submit an older W8Ben form (I have already sent one from February 2014 they are asking me to fill out the form from February 2006 instead). They also said that the IRS has just released the new W8Ben-E for entities but given that there are no instructions yet I should fill out the older W8Ben form.
They are also insisting on me obtaining an EIN number from the IRS. This is despite the fact that on the form it is optional.
All the correspondence has come from a Managing Accountant
at the Tax Compliance/ Controller's Office of the University in question.
I am wondering if there is anything that I can do or documentation that I can point them to that would enable me to get through this somewhat painful experience!