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Serving Clients Throughout Europe and Worldwide

  • FATCA, QI & CRS support
  • Due diligence, reporting and internal compliance
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US Tax Filing Service

QI Solutions has been providing IRS electronic outsourcing services to clients since 2011.
We can simplify your QI and FATCA 8966 reporting. Contact QI Solutions for a free, no obligation proposal.

EFTPS®


EFTPS® authorized batch provider. We can make IRS tax payments on your behalf, payments usually settled in 2 - 3 business days.
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FATCA


With FATCA in full effect, we are assisting industry leading private banks, assest managers implement compliance and verification systems.
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Internal Compliance


Assisting QIs to implement the QI Internal Compliance and Review Program to insure sucessful initial certification of compliance.

IRS Reporting


Complete 1042-S, 1099, 8966 and FATCA XML solutions.
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We specialize in 1042-S, 1099 and 8966 FATCA Report outsourcing.

2021 QI Deadlines

  • February 1: Form 1099 (client copy)
  • February 15: Form 1099-B (client copy)
  • March 15: Form 1042-S (client/counterparty copy)
  • March 15: Form 1042-S (IRS, electronically) ā€“ deadline extension to April 14 by timely filing Form 8809
  • March 15: Form 1042 (IRS, paper) ā€“ deadline extension to September 15 by timely filing Form 7004
  • March 31: Form 1099 (IRS, electronically) ā€“ deadline extension to April 30 by timely filing Form 8809
  • July 1: Periodic Certification, including a Periodic Review or waiver, for QIs that have a certification period ending on December 31, 2020 (e.g., 2018 to 2020)

Our Services

The QI Solutions group assists financial institutions with FATCA, QI and CRS compliance. Our services include:

  • External QI reviewer, assistance for internal QI reviewers, assistance with QI Review sample plan and requesting a waiver of the QI Review;
  • Assistance with compiling and submitting RO certifications for QI and FATCA;
  • Assistance with QI Reporting and electronic filing of Forms 1042-S and 1099 to the IRS via the IRS FIRE platform; and
  • Bespoke FATCA, QI and CRS training programs.