US Tax for Banks in Singapore — QI, FATCA, CRS/AEOI: Framework, Reporting, Supervision, Practice

Last updated: 22 Nov 2025

US Tax for Banks in Singapore (QI, FATCA, CRS/AEOI)

Welcome to the Singapore hub. This page brings together key information for financial institutions: the regulatory framework, reporting mechanisms via the Inland Revenue Authority of Singapore (IRAS), supervision & enforcement, QI specifics for Singapore-based institutions and local tax features & practical examples.

Highlights (at a glance)

FATCA: Model 1 IGA (Singapore–US)

Reporting is made to IRAS, which then exchanges data with the IRS under the Singapore–US FATCA Intergovernmental Agreement. Institutions need a GIIN and must collect and report US TINs where required.

More: Reporting mechanisms · Regulatory framework

CRS/AEOI via IRAS

Automatic exchange of information under the OECD Common Reporting Standard (CRS), with Singapore-based financial institutions reporting foreign tax resident accounts to IRAS in prescribed electronic formats.

More: Reporting mechanisms

QI as a US regime

Singapore is on the IRS list of Approved KYC jurisdictions. Still, W-forms, pooling & treaty rates, 1042/1042-S and the QI Periodic Review cycle remain central for Singapore QIs.

More: QI specifics

Topic cards (links to subpages)

Regulatory framework

Legal foundations and competent authorities for FATCA (Model 1 IGA), CRS/AEOI and QI in Singapore – including the role of IRAS, the Monetary Authority of Singapore (MAS), other domestic regulators and the IRS.

Law & guidance IGA/Annex Data privacy

Reporting mechanisms (IRAS)

Reporting channels and formats for FATCA and CRS via IRAS – data mapping, XML/portal requirements, GIIN/TIN management, validation, error feedback and corrections in the Singapore context.

IRAS CRS/FATCA Deadlines

Supervision & enforcement

Who looks at what? IRAS (FATCA/CRS compliance), MAS (prudential & conduct risk, AML/CFT), and IRS (QI). Typical findings, enforcement levers and supervisory expectations for Singapore-based financial institutions.

Reviews Governance Risk

Tax specifics & practice

Local product and tax features in Singapore (including private banking, wealth management and booking centre specifics), edge cases, anonymised examples and operational checklists.

Products Edge cases Checklists

QI specifics

Approved KYC (Singapore), W-8/W-9 documentation, Reason-to-Know controls, pooling & treaty rate application, QDD/871(m) scoping, Forms 1042/1042-S, and the QI Periodic Review & RO certification cycle for Singapore institutions.

W-forms Pooling 1042-S

Tools & links

Internal tools (templates, checklists) and official sources: IRAS (FATCA/CRS), MAS (regulatory expectations), and IRS (QI/1042/8966).

IRAS MAS IRS

FATCA services (Singapore)

Start · Build · Run · Assurance – including FATCA reporting to IRAS and global Form 8966 support via Sesch USA LLC, with upstream data validation and reviewer-ready evidence packages.

Start Build Run Assurance

QI services (Singapore)

QI registration and maintenance, W-form/RtK framework, pooling logic, 1042/1042-S tie-outs, Periodic Review & RO certification – with QDD/871(m) analysis and implementation as an optional module for Singapore booking centres.

W-forms Pooling 1042-S QDD

Tools & resources

Quick access

All practical tools and specification links for Singapore are bundled on one page – including IRAS FATCA/CRS guidance, schema references and IRS QI/FATCA resources.

Note

  • Technical specifications (XML/transport), validation rules and deadlines are updated regularly by IRAS, MAS and the IRS.
  • Please always verify against the most recent official publications before filing or implementing system changes.

FAQ

Do Singapore financial institutions report directly to the IRS?

No. Singapore has a Model 1 IGA; reporting is made to the Inland Revenue Authority of Singapore (IRAS), which then exchanges information with the IRS. However, IRS registration (GIIN) and ongoing FATCA/QI compliance remain required for in-scope Singapore financial institutions.

How do QI and FATCA/CRS fit together in Singapore?

QI is a US withholding and documentation regime focused on US-source income, W-forms, pooling and Forms 1042/1042-S. FATCA/CRS are due-diligence and reporting regimes (with reporting via IRAS for Singapore financial institutions). Data must be consistent across all regimes – KYC, QI, FATCA and CRS/AEOI.

Note: This page serves as a hub. Binding details, including current deadlines and schema versions, are set out on the linked subpages and in official IRAS, MAS and IRS publications. Internal policies and system documentation should be aligned with the latest guidance for FATCA, CRS/AEOI and QI in Singapore.