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Tax Interview

Started by grace, January 23, 2015, 02:50

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grace

Hi everyone, may I know whether I need to fill in the Tax interview or not if I'm Malaysian?Thanks

PixelBytes

Quote from: grace on January 24, 2015, 05:16
Hi everyone, may I know whether I need to fill in the Tax interview or not if I'm Malaysian?Thanks

I think you have to fill it out no matter where your from. 

polar

Quote from: ShadySue on January 24, 2015, 01:56
Quote from: PixelBytes on January 24, 2015, 01:38
I did the tax interview, but I don't see where to pick the payment method for new payout structure.   Anybody know that?
Mine came up immediately I'd finished the tax interview.
I had to do it twice: the first time it said I had no payment method selected, the second time 'fixed' it.

Mine didn't come up automatically and I didn't even know I needed to do this until I read the comments here.

I also had to do it twice to get it to stick. Why does nothing ever work properly on the site?

WendyT

I did my payment method first before the tax interview ... there was actually nothing selected there, I had to reput my Paypal info in.
Everyone has to do the tax interview no matter where you are from I believe.
Wendy

grace

The last page of the tax interview, I must checked all the boxes only can submit the W-8BEN form?

jarih

Quote from: jarih on January 23, 2015, 16:00
It's stuck, I can't go further than a "profile". After Continue it's totally stuck.. nothing happens.. I tried Safari and Crome.. I use partnerships and so on..

Now I know why it's stuck. "Legal Entity Name" don't accept scandinavian letters like ä, å and ö. Nice bug iStock!
"Money won't make you happy" © Kelly Thompson

PZF

Thanks Pixsol!

But I too am a bit confused as to my status as it were. I'm in Italy where I MUST be vat registered for any trading activity at all which exceeds a very low level. I'm not a company in any real sense - it's just me and a vat (iva) number. Anybody any idea whether this counts as a Company for Istock purposes? Payments etc still just come to my personal bank account etc....

?

dpimborough

#32
Quote from: PZF on January 24, 2015, 10:18
Thanks Pixsol!

But I too am a bit confused as to my status as it were. I'm in Italy where I MUST be vat registered for any trading activity at all which exceeds a very low level. I'm not a company in any real sense - it's just me and a vat (iva) number. Anybody any idea whether this counts as a Company for Istock purposes? Payments etc still just come to my personal bank account etc....

?

I'm VAT registered in the EU but that does not matter for iStock and the US tax system.  You can call your self an individual or sole trader the results are still the same.

Don't forget the "foreign" TIN (Tax identification number) could be your social security or national insurance number or unique tax reference ~ it took me a while to figure that out.

Just don't copy and paste it the site doesn't like that you have to type it in

sgoodwin4813

Wow, thanks for letting us know - I didn't realize we had to redo the payment choice again either.  You'd think iStock could have transferred that information over... oh, what am I thinking?

Uncle Pete

They don't work in submissions, titles or descriptions or keywords either.

Quote from: jarih on January 24, 2015, 07:23
Quote from: jarih on January 23, 2015, 16:00
It's stuck, I can't go further than a "profile". After Continue it's totally stuck.. nothing happens.. I tried Safari and Crome.. I use partnerships and so on..

Now I know why it's stuck. "Legal Entity Name" don't accept scandinavian letters like ä, å and ö. Nice bug iStock!

ShadySue


Quote from: jarih on January 24, 2015, 07:23
Quote from: jarih on January 23, 2015, 16:00
It's stuck, I can't go further than a "profile". After Continue it's totally stuck.. nothing happens.. I tried Safari and Crome.. I use partnerships and so on..

Now I know why it's stuck. "Legal Entity Name" don't accept scandinavian letters like ä, å and ö. Nice bug iStock!
Quote from: Uncle Pete on January 24, 2015, 14:27
They don't work in submissions, titles or descriptions or keywords either.
Or editorial captions, unless that's changed recently.

jarih

Quote from: ShadySue on January 24, 2015, 14:30

Quote from: jarih on January 24, 2015, 07:23
Quote from: jarih on January 23, 2015, 16:00
It's stuck, I can't go further than a "profile". After Continue it's totally stuck.. nothing happens.. I tried Safari and Crome.. I use partnerships and so on..

Now I know why it's stuck. "Legal Entity Name" don't accept scandinavian letters like ä, å and ö. Nice bug iStock!
Quote from: Uncle Pete on January 24, 2015, 14:27
They don't work in submissions, titles or descriptions or keywords either.
Or editorial captions, unless that's changed recently.
Those are more understandable, so I must little lie and use a wrong name :)
"Money won't make you happy" © Kelly Thompson

WendyT

#37
Quote from: Teddy the Cat on January 24, 2015, 14:02
Quote from: PZF on January 24, 2015, 10:18
Thanks Pixsol!

But I too am a bit confused as to my status as it were. I'm in Italy where I MUST be vat registered for any trading activity at all which exceeds a very low level. I'm not a company in any real sense - it's just me and a vat (iva) number. Anybody any idea whether this counts as a Company for Istock purposes? Payments etc still just come to my personal bank account etc....

?

I'm VAT registered in the EU but that does not matter for iStock and the US tax system.  You can call your self an individual or sole trader the results are still the same.

Don't forget the "foreign" TIN (Tax identification number) should be your social security or national insurance number ~ it took me a while to figure that out

In Australia it is the Tax File Number (TFN), the Social Security number is a different thing again.

I believe the VAT is different again, the number they want is the ID number you use for doing your personal tax if you are an individual or sole operator.
Wendy

ShadySue

Quote from: Teddy the Cat on January 24, 2015, 14:02
Quote from: PZF on January 24, 2015, 10:18
Thanks Pixsol!

But I too am a bit confused as to my status as it were. I'm in Italy where I MUST be vat registered for any trading activity at all which exceeds a very low level. I'm not a company in any real sense - it's just me and a vat (iva) number. Anybody any idea whether this counts as a Company for Istock purposes? Payments etc still just come to my personal bank account etc....

Don't forget the "foreign" TIN (Tax identification number) should be your social security or national insurance number ~ it took me a while to figure that out
In the UK, your NI number is not your UTR. Your Unique Tax Reference number is, for example, near the top right of the first page of your Self Employed (short) (SES1) tax return.

lewis larkin

In UK, I believe (hope?) that the national insurance number can be used as the foreign TIN.  It is a unique reference, but easier to remember than the UTR.  I think I found a document on UK .gov site that listed both and implied they were equivalent...  of course, I can't remember the reference...

john_woodcock

Quote from: lewis larkin on January 25, 2015, 01:50
In UK, I believe (hope?) that the national insurance number can be used as the foreign TIN.  It is a unique reference, but easier to remember than the UTR.  I think I found a document on UK .gov site that listed both and implied they were equivalent...  of course, I can't remember the reference...

On the IS forums dealing with this UK contributors have said they have used either their NI number or their UTR number, both seem to work.

dpimborough

#41
Quote from: ShadySue on January 24, 2015, 22:54
Quote from: Teddy the Cat on January 24, 2015, 14:02
Quote from: PZF on January 24, 2015, 10:18
Thanks Pixsol!

But I too am a bit confused as to my status as it were. I'm in Italy where I MUST be vat registered for any trading activity at all which exceeds a very low level. I'm not a company in any real sense - it's just me and a vat (iva) number. Anybody any idea whether this counts as a Company for Istock purposes? Payments etc still just come to my personal bank account etc....

Don't forget the "foreign" TIN (Tax identification number) should be your social security or national insurance number ~ it took me a while to figure that out
In the UK, your NI number is not your UTR. Your Unique Tax Reference number is, for example, near the top right of the first page of your Self Employed (short) (SES1) tax return.

Yes I know I tried using the 10 digit UTR but it would not accept it and then I tried the NI number and it accepted that.


Correction it seems other people on the iS forum did what I did which is copy and paste their UTR which was not accepted but then if they typed the UTR it did accept it.  Just resubmitted the form with a typed UTR and it worked.

Sigh...  ::)

ShadySue

Quote from: Teddy the Cat on January 25, 2015, 09:27
Quote from: ShadySue on January 24, 2015, 22:54
Quote from: Teddy the Cat on January 24, 2015, 14:02
Quote from: PZF on January 24, 2015, 10:18
Thanks Pixsol!

But I too am a bit confused as to my status as it were. I'm in Italy where I MUST be vat registered for any trading activity at all which exceeds a very low level. I'm not a company in any real sense - it's just me and a vat (iva) number. Anybody any idea whether this counts as a Company for Istock purposes? Payments etc still just come to my personal bank account etc....

Don't forget the "foreign" TIN (Tax identification number) should be your social security or national insurance number ~ it took me a while to figure that out
In the UK, your NI number is not your UTR. Your Unique Tax Reference number is, for example, near the top right of the first page of your Self Employed (short) (SES1) tax return.

Yes I know I tried using the 10 digit UTR but it would not accept it and then I tried the NI number and it accepted that.

Correction it seems other people on the iS forum did what I did which is copy and paste their UTR which was not accepted but then if they typed the UTR it did accept it.  Just resubmitted the form with a typed UTR and it worked.

Sigh...  ::)

In my case, as I was copying my UTR number from a scan of my SES1, it didn't accept it first time because I'd put a space in the middle, as on the form;  but when I removed the space, it went through.

Difydave

Quote from: ShadySue on January 25, 2015, 09:42
In my case, as I was copying my UTR number from a scan of my SES1, it didn't accept it first time because I'd put a space in the middle, as on the form;  but when I removed the space, it went through.
Ditto. Of course we have no way of knowing how "smart" the form is, and whether it checks the number against a database, or just accepts a format.
 

polar

#44
Quote from: ShadySue on January 25, 2015, 09:42
Quote from: Teddy the Cat on January 25, 2015, 09:27
Quote from: ShadySue on January 24, 2015, 22:54
Quote from: Teddy the Cat on January 24, 2015, 14:02
Quote from: PZF on January 24, 2015, 10:18
Thanks Pixsol!

But I too am a bit confused as to my status as it were. I'm in Italy where I MUST be vat registered for any trading activity at all which exceeds a very low level. I'm not a company in any real sense - it's just me and a vat (iva) number. Anybody any idea whether this counts as a Company for Istock purposes? Payments etc still just come to my personal bank account etc....

Don't forget the "foreign" TIN (Tax identification number) should be your social security or national insurance number ~ it took me a while to figure that out
In the UK, your NI number is not your UTR. Your Unique Tax Reference number is, for example, near the top right of the first page of your Self Employed (short) (SES1) tax return.

Yes I know I tried using the 10 digit UTR but it would not accept it and then I tried the NI number and it accepted that.

Correction it seems other people on the iS forum did what I did which is copy and paste their UTR which was not accepted but then if they typed the UTR it did accept it.  Just resubmitted the form with a typed UTR and it worked.

Sigh...  ::)

In my case, as I was copying my UTR number from a scan of my SES1, it didn't accept it first time because I'd put a space in the middle, as on the form;  but when I removed the space, it went through.

The Canadian number is often written with hyphens between sets of numbers but this is not accepted. You have to write all the numbers together -- no hyphens, no spaces -- before it will be accepted.

ShadySue

Quote from: Difydave on January 25, 2015, 11:35
Quote from: ShadySue on January 25, 2015, 09:42
In my case, as I was copying my UTR number from a scan of my SES1, it didn't accept it first time because I'd put a space in the middle, as on the form;  but when I removed the space, it went through.
Ditto. Of course we have no way of knowing how "smart" the form is, and whether it checks the number against a database, or just accepts a format.

I didn't like how we got no confirmation that it had gone through, other than what showed up onscreen, and did a couple of screenshots near the end. The system isn't that smart. When uploading a file this morning, I got a message asking me to make sure I had done the tax interview 'if I hadn't already'.

Difydave

Some sort of official confirmation would be nice. I suspect that's it though.

panicAttack

I dont understand those 2 points in last page, do I have to check them also?

The income to which this form relates is: (a) not effectively connected with the conduct of a trade or business in the United States, (b) effectively connected but is not subject to tax under an income tax treaty, or (c) the partner's share of a partnership's effectively connected income,

For broker transactions or barter exchanges, the beneficial owner is an exempt foreign person as defined in the instructions

can anyone from non treaty countries answer do I have to check those two or not?

thank you!

sweetgirll

I'm reading this thread, and is making me afraid of opening the form....because this interview is sounding so much more complicated than filling a regular W9 form if you are in the USA????   Is this form a catch all sort of thing for people worldwide??

With a regular W9 form is pretty straight forward...
Monica

ShadySue

Quote from: sweetgirll on January 25, 2015, 17:06
I'm reading this thread, and is making me afraid of opening the form....because this interview is sounding so much more complicated than filling a regular W9 form if you are in the USA????   Is this form a catch all sort of thing for people worldwide??

With a regular W9 form is pretty straight forward...
You start with declaring whether you are or are not liabe to US tax, and I'm supposing the procedure is different depending on whether you're from the US, from a country with a tax treaty or for a country with no treaty. I only went through the second 'strand'. Presumably if you're from the US, you'll only go through that procedure.
It wasn't too much bother, once I'd sorted out that I was an individual, not a Sole Trader; some pages were a bit glitchy but went through in the end; then at the end I had to put 'capacity in which signing' and I put Self as I couldn't think of any other possibility, and I'd seen on  the thread over there that other people were writing 'self'. I'm sure they'll get back to me if that wasn't right.
I have to say that, like I said above, the 'help' wasn't helpful, i.e. it didn't answer the issues I wanted 'help' with.