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. Decide if users who have not yet received their US TIN but have provided a valid foreign tax identification number on Form W-8 BEN can be granted tax treaty benefits on scholarship grants.
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.
Once you set the Tax Treaty Settings, click Save on the top right corner.