Administrators with the right permissions can set Tax Treaty Settings for the Institution's account.
Set Tax Treaty Settings
1. Login to your Calculus account.
2. On the left-hand side, click on Settings.
3. Click on Tax Treaty Settings.
Institutions can customize tax treaty settings with the following options:
1. Choose whether to grant tax treaty benefits to users who have become residents for tax purposes under the Substantial Presence Test but are still eligible for certain tax treaties.
2. Select whether to grant tax treaty benefits on royalty payments if the beneficial owner does not have a U.S. tax ID but has listed their foreign country tax ID on Form W-8BEN.
3. Select whether tax treaty benefits should be automatically set for individuals to "Yes, I want to claim this tax treaty benefit" once sufficient information is provided by the user, or should the individual have to manually select whether they wish to claim the tax treaty benefit they are eligible for or not.
4. Select the income types you'd like Calculus to determine tax treaty for.
Once you set the Tax Treaty Settings, click Save on the top right corner.