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US clients expect a W-8BEN, a USD invoice in their format and a signed agreement.

The freelancer pack: the W-8BEN, USD invoice, agreement and reminder sequence a US client expects, from one profile.

The obligations, by name

What a US client's finance team asks a foreign freelancer for.

A W-8BEN, in the form the IRS publishes. A USD invoice with the fields the client's accounts-payable system needs. A written scope, so the engagement has an agreement to point to. No deadline, rate or threshold renders on this page; where a question turns on your tax treatment, confirm it with a professional in the Philippines.

Reviewed text: pending the reviewer of record · Sources: pending registration

Who this pack is for

ForFilipino freelancers and virtual assistants billing US clients in dollars, and the small agencies that place them.
Not hereWhether a form or a tax treatment applies to you is not decided here.

What the pack produces for this

One profile in. Five documents out.

  1. 01W-8BEN walkthrough.
  2. 02USD invoice with the US client fields.
  3. 03Short services agreement.
  4. 04Payment-reminder sequence.
  5. 05Monthly earnings summary for local tax.

Delivered as documents and web pages; the format of each is read from the template specification. Every document carries the reviewer of record, the verified date and its disclaimer on the final page.

US-centric tools such as Bonsai and Wave skip the cross-border pieces; this pack is those pieces.

See the freelancer pack

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