29.03.2017 1'

Reminder: Extension of the QI Agreement

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Please be kindly reminded that all Qualified Intermediaries are required to renew their QI Agreements that were in effect prior to January 1, 2017 by March 31, 2017. QIs should submit their renewal application via newly opened QI, WP and WT Application and Account Management System

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18.05.2026 6'

Submission of Forms 1042-S through IDES for Foreign Filers

With this newsletter, we would like to inform you about the IRS announcement of May 4, 2026, which introduced a new registration system for foreign filers in IDES (International Data Exchange System) enabling foreign filers to obtain a IDES TCC for the submission of Forms 1042-S after the upcoming FIRE (Filing Information Returns Electronically) Retirement by the end of 2026.
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30.04.2026 3'

2026: CRS Reporting Reminder

Since the deadline for filing the CRS reporting is approaching, we would like to inform all Swiss financial institutions on their CRS reporting requirements and some specific updates relevant for the tax year 2025.
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