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Support & Guidance

Helping you respond to international tax legislation

 

Helpful documents

We’ve gathered some documents you might find helpful. You can look at them here or download them to read when it’s convenient.

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Glossary
(PDF, 41.6KB)

A helpful list of some of the terms we use, with explanations.

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Tax Status Declaration Form - Entity
(PDF, 50.9KB)

A simple form to help you tell us about the tax status of your entity.

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Tax Status Declaration Form – Individual
(PDF, 36.6KB)

A simple form to help you tell us about your tax status.

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Tax Status Declaration Form - Entity - Guidance Notes
(PDF, 59.9KB)

An easy-to-understand guide to filling in the 'Tax Status Declaration Form - Entity' on this page.

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Tax Status Declaration Form - Individual - Guidance Notes
(PDF, 27.9KB)

An easy-to-understand guide to filling in the 'Tax Status Declaration Form - Individual' on this page.

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Identification and Residency Documents
(PDF, 16.5KB)

A handy list of documents we accept to confirm your identity and tax residency.

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CRS Active Decision Tree
(PDF, 210.4KB)

An easy-to-understand guide to help you classify your entity as an Active or a Passive NFE.

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FATCA Active Decision Tree
(PDF, 214.9KB)

An easy-to-understand guide to help you classify your entity as an Active or a Passive NFFE.

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CRS Active Decision Tree - Glossary
(PDF, 32.2KB)

An easy-to-understand guide to help you classify your entity as an Active or a Passive NFE.

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FATCA Active Decision Tree - Glossary
(PDF, 42.8KB)

An easy-to-understand guide to help you classify your entity as an Active or a Passive NFFE.

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Tax Authority Finder
(PDF, 24.1KB)

A useful list of tax jurisdictions, to help you find the relevant authority website.


 
 
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