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September deadlines are approaching for QI’s, WP’s & WT’s!

September deadlines are approaching for QI’s, WP’s & WT’s! The deadline for all Qualified Intermediary (QI) (including Qualified Derivatives Dealer), Withholding Foreign Partnership (WP) and Withholding Foreign Trust (WT) applications is September 30, 2022.

Applications submitted after September 30, 2022, will not be processed. Prospective applicants, unable to submit an application before the September 30, 2022 deadline, should wait until January 1, 2023, to submit the application for the 2023 year.

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Comply Exchange was built to give businesses and individuals alike the support that they need to comply with the complex and ever-evolving regulatory tax burdens imposed by the IRS and other global authorities with respect to information reporting and withholding.

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