The Tax Forms section provides foreign nationals with their relevant tax forms.. Depending on the income type selected on the Tax Forms Info page, the system generates and presents the appropriate tax forms available for download and/or electronic signature.
Access Tax Forms
1. Login to your Calculus account.
2. Head to the Users tab > All Accounts and click anywhere on a user’s record.
3. A side panel will appear right side of the screen.
4. Under Account Details, click on the Edit button.
This will bring you to the Foreign National Questionnaire.
5. On the top menu, bar, select Tax Forms.
6. Based on the income type selected previously on the Tax Forms Info page, relevant tax forms are displayed here.
7. Administrators and Foreign Nationals can click on the form name to download it in PDF format.
8. Foreign Nationals can e-sign the tax forms. If the Review and Sign option is visible next to the tax form, they have the option to electronically sign their documents.
Warning: Foreign Nationals need to enable multi-factor authentication (MFA) to use e-signature.
9. Beneath each tax form, general instructions are provided by clicking on the Read More link
10. If a foreign national does not opt-in to e-sign tax forms, they can download the relevant tax forms.
11. Once downloaded, the foreign national will sign their forms by ink, scan to their computer and upload it to the Document Exchange in their Calculus profile
Info: For Paper 1042-S forms, Calculus will include the mailing address at the bottom of the envelope. Administrators can adjust the address placement on the form to match the window of your specific envelope.
When administrators lock and finalize the tax year, the foreign national can automatically transfer their details and 1042-S forms to Sprintax Returns.