Form W-8BEN-E is used by non-U.S. entities to certify foreign status and claim tax treaty benefits on certain types of income received from U.S. sources. The form helps withholding agents document payees correctly and apply the proper withholding tax rate under U.S. tax law.

Businesses should request Form W-8BEN-E before paying any foreign business, nonprofit, partnership, or other non-U.S. entity that receives U.S.-sourced income. Collecting the form during vendor onboarding helps reduce withholding risks and ensure timely, compliant payments.

Yes. Avalara 1099 & W-9 allows businesses to digitally request, collect, and store W-8BEN-E forms in a secure, compliant platform. Electronic signature is supported, and collected forms are organized for easy access during audits or IRS inquiries.

There’s no fixed IRS deadline, but you must have a valid W-8BEN-E form on file before making a payment. The form is typically valid for up to three years, depending on the entity type and income type.