Can I fax the completed BE-185 survey?
Yes, the fax number is (301) 278-9508. It is not necessary to address it to anyone's attention.
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BEA Survey Questions
I believe I am exempt from filing data on Schedule A and/or B on the BE-185 survey. What do I do?
Complete pages 1-3 of the survey. If you do not check “yes” for questions 11 or 12 and you do not wish to report on a voluntary basis on Schedule A or B, then mail the form to the address on the first page.
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The address and the contact person listed are no longer current. How do I update this information for the BE-185?
- Cross out the incorrect information at the top of the front page of the survey and write in the new address and contact name, or
- You may call (301) 278-9303 and we will update this information for you.
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How do I obtain another copy of the BE-185 survey or additional overflow sheets?
- Call (301) 278-9303 to request the survey.
- Go to http://www.bea.gov/surveys/pdf/be185.pdf to download a copy of the survey.
- Send an email to be-185@bea.gov for an .xls version of the BE-185.
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When is the BE-185 survey due?
A completed form BE-185 is due 30 days after the close of each calendar quarter for the three quarters that are not the final fiscal quarter of the year. For the close of the final fiscal quarter of the year, reports are due 45 days after the close of the quarter.
What is the threshold for having to file the BE-185?
Completion of a BE-185 survey is required of any U.S. financial services provider that had
What types of "allocated expenses" are reportable under transaction code 21, Management, Consulting, and Public Relations Services?
Management services; consulting services; public relations services; and amounts received by a parent company from its affiliates for general overhead and stewardship. Excludes consulting engineering services related to actual or proposed construction projects (report under transaction number 16); computer consulting (report under transaction number 12); and public relations services that are an integral part of an advertising campaign (report under transaction code 10).
We provide services to one of our foreign affiliates. Is this reportable on the BE-125?
Yes. Your transaction is with one of your foreign affiliates and is considered a transaction with a foreign person and therefore should be reported on the BE-125 under the column marked Foreign Affiliates.
We provide services to one of our foreign affiliates. Is this reportable on the BE-120?
Yes. Your transaction is with one of your foreign affiliates and is considered a transaction with a foreign person and therefore should be reported on the BE-120 under the column marked Foreign Affiliates.