The Settings section provides a comprehensive overview of the configurable options available for your Institution's Calculus account.
Administrators, with edit permissions, can efficiently manage settings for the current tax year, make necessary adjustments, and transfer settings to the next tax year for continuity.
Access Settings
1. Login to your Calculus account.
2. On the left side menu, click on Settings.
Once you access the Settings tab, you will see a list of settings that can be configured for the current tax year.
- General Settings: Enable Payments Module, Vendor Module and other General Settings.
- System and Security: Enable Automated emails, custom fields, labels and more System and Security.
- 1042s Form Settings: Please see 1042-S Form Settings for more information
- ITIN Form Settings: If your Institution has enabled Form W-7 for generation under General Settings, please see ITIN Form Settings.
- Individual Income: Select relevant income types your institution pays with Income Code Settings.
- Vendor Settings: If your Institution has enabled Vendors Module under General Settings, please see Vendor Income Settings.
- Tax Treaty Settings: Adjust your Institution's Tax Treaty preferences under Tax Treaty Settings.
- Document Settings: Enable e-sign, mandatory documents and more with Document Settings.
- State Tax Forms: If your Institution has enabled State Withholding Forms please see, State Tax Form Settings.
Settings configured for the current tax year can be transferred to the next tax year. Please see, Transfer Records to New Tax Year.