QI/WP/WT Application and Account Management System Certification Opening Announcement

Internal Revenue Service (IRS) sent this bulletin at 02/22/2018 06:56 PM EST

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Qualified Intermediaries News February 22, 2018

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Issue Number:    2018-01

Inside This Issue

  1. QI/WP/WT Application and Account Management System Certification Opening Announcement
  1.  QI/WP/WT Application and Account Management System Certification Opening Announcement

Please be advised that the QI/WP/WT application and account management system will be open to accept QI/WP/WT certifications beginning early April.

The certification due date depends on which year the QI/WP/WT selected for its periodic review.  According to section 10.03 of the 2017 QI Agreement (QI Agreement) and section 8.03 of the 2017 WP Agreement and 2017 WT Agreement, the certification due date for a QI/WP/WT that selected 2015 or 2016 for its periodic review and that has a certification period ending in 2017, or that obtained a waiver of its periodic review and that has a certification period ending in 2017, is July 1st, 2018.  For these cases, however, IRS will permit an extension to September 1st, 2018 to provide the certification.

According to those same sections noted above, the certification due date for a QI/WP/WT that selected 2017 for its periodic review is December 31st, 2018.  IRS will, however, permit an extension in these cases to March 1st, 2019 for providing the certification.

All QI/WP/WT entities will receive an announcement on their message board that the QI/WP/WT account management system will open in early April.  In preparation for the upcoming certification deadlines, QI/WP/WT entities should verify that their account login credentials are up to date.  Review our FAQs (QI/WP/WT System Self-Help) if login assistance is needed.

Please ensure that all filings (including Forms 1042, 1042-S, 945 and 1099) and related payments are up-to-date.

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