Intimidated by the rather complicated looking W-8BEN-E?

Don't worry! Our masterclass will take you through the form and it's formy friends to help you make a valid claim against US withholding tax.

In this masterclass, you will:

  • Learn which forms you need and why.

  • Discover how to fill them in. What fields to complete and which ones to leave blank.

  • Be clear whether you need to include an EIN on your form and when you don't.

  • Understand the complications to look out for.

Masterclass curriculum

  • 1


    • Welcome

    • Disclaimer

  • 2

    Quick Notes Printable - Print Before Your Masterclass!

    • BEFORE || Quick Notes Printable (Print before your Masterclass)

  • 3

    How to Complete A W-8BEN-E

    • The who, what and why of the W-8BEN-E

    • How To Complete Your W-8BEN-E Form

    • How to get your EIN from the IRS

    • WTH is Form 8832?

    • What to do if the IRS asks for a tax return!

    • What is next?

  • 4

    What's Next?

    • Join our Facebook community!

    • Help us improve - please rate our masterclass!

Your Instructors

Lisa Dickson

Cloud Accountant

Lisa is a qualified accountant fascinated (nay, obsessed!) by all things cloud and tech related. She is on a mission to find really useful systems, processes and tools that the small business owner can learn easily and implement quickly to manage their business finances and drive more profit into the bottom line. Happily married for 22+ years to Paul, and mum to two fabulous, slightly crazy children - CASey (17) and CamERON (20) - see where the name Caseron comes from?! Founder of Caseron Cloud Accounting in 2011 - Paul and Lisa have developed a fabulous team with Harry and Tom and a wonderfully varied and dynamic portfolio of clients. "Helping our clients run their businesses has provided the material for our online academy and membership club. We are eternally grateful to them and we are nagging, cajoling and encouraging them to get their own stuff online and join in this journey where we help ambitious entrepreneurs and bookkeepers outside our own accounting client base."

Buy now for immediate access!

Step 1 Set up your account. Step 2 - Finalise your purchase.

  • £60.00

    This one off payment gives you 12 months access to this masterclass and 50% off our check service if you want us to check the form once you have completed it. (Not that we think you will need us to check it once you have been though our masterclass!)

    Buy Now