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QI/FATCA Agenda March 2010

On the QI/FATCA Agenda

Date	Document	Download
March 15, 2010	1042-S Reporting for 2009	Form 1042-S Form 1042-T Instructions
March 15, 2010	Form 8809 Application for Extension of Time to File Information Returns (1042-S)	Form and Instructions
March 15, 2010	1042 Reporting for 2009	Form and Instructions
March 15, 2010	Form 7004 Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other Returns (1042 Reporting)	Form 7004 Instructions
June 30, 2010	External Audit Report
June 30, 2010	Request for extension for submission of the audit report
June 30, 2010	Request for Waiver of the 2009 Tax Year Qualified Intermediary Audit Requirement (Reportable amounts not exceeding $1,000,000)	Form Instructions Common errors
June 30 2010	Request for Waiver of the 2009 Tax Year Qualified Intermediary Audit Requirement (Reportable amounts exceeding $1,000,000 but not exceeding $4,000,000)	Form Instructions Common errors

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QI audits

Hans-Joachim Jaeger
+41 (0)58 286 31 58

Philippe Bolliger
+41 (0)58 286 42 29

Thomas Weber
+41 (0)58 286 40 53

Pierre Balsiger
+41 (0)58 286 57 16

Mathias Meystre
+41 (0)58 286 58 53

QI advisory

Hans-Joachim Jaeger
+41 (0)58 286 31 58

Philippe Bolliger
+41 (0)58 286 42 29

Thomas Weber
+41 (0)58 286 40 53

Mathias Meystre
+41 (0)58 286 58 53

FATCA advisory

Hans-Joachim Jaeger
+41 (0)58 286 31 58

Philippe Bolliger
+41 (0)58 286 42 29

Thomas Weber
+41 (0)58 286 40 53

Roger Walter
+41 (0)58 286 46 97

Bruno Patusi
+41 (0)58 286 46 90

US Tax Desk Switzerland

Aaron Schaal
+41 (0)58 286 32 36

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