The Actions Tab allows administrators to select different actions for the users selected on the User List or all users in the Institutions account.
Administrators will use the Actions tab to send email communication, transfer records, mark profiles for deletion, lock or unlock accounts, run tax treaty determination and more!
Access
1. Login to your Calculus account.
2. Head to the Users Tab > All Accounts.
3. Select the user(s) you want to Action.
4. Select the Actions button at the top.
5. A side panel will open with different actions.
Note: On the side panel you can select to Action all users in your account.
Actions
Tax Residency
Administrators can recalculate tax residency for users in specific situations where the automatic determination has not occurred
Tax residency is generally determined automatically when the Residency page is submitted. In most cases, there is no need to manually run the Substantial Presence Test calculation using these options. However, these tools can be useful in rare circumstances, such as after an import that may affect tax residency determinations.
- Determine Tax Residency for Selected Users: Recalculates residency for specific users you select.
- Determine Tax Residency for All Unprocessed Users: Recalculates residency for all users who have not had automatic determination.
These options should only be used in specific scenarios where the standard automatic process has not captured the necessary changes.
Tax Treaty
Administrators have the option to recalculate or refresh the tax treaty determination for selected users.
Tax treaty eligibility is generally determined automatically after users complete the Calculus online questionnaire. You may need to use it if:
- You receive notification of changes or updates from Sprintax Calculus that could impact tax treaty determinations.
- You’ve made an import that may affect the tax treaty status.
In these cases, running this option will update the tax treaty status in the affected user profiles.
Send email communication to selected users. Please see Email Templates and Email Campaign Tips.
Move to Vendors
Administrators can move the selected users to the Vendors Module.
Transfer
Administrators can transfer the selected users to the next tax year, see Transfer Records to New Tax Year.
Assign Responsible Officer
If your Institution has different Responsible Officers for various groups or cohorts they can be bulk assigned to the users here. This ensures that each officer is correctly aligned with the users or groups they manage.
To add Responsible Officers, see Add or Remove Administrators.
Mark for Deletion
Delete the selected users. For more information please see, Delete Records.
Download Filtered Documents
Download Documents that have uploaded, e-signed or generated. For more information please see, Download Filtered Documents
Process Accounts
Administrators have the option to process all the information in the selected users’ profiles.
Profile processing is typically done automatically after users complete their Calculus online questionnaire or Institution bulk importing user data. It may be necessary to process if:
- You are notified of changes or updates from Sprintax Calculus that could impact user profiles.
- Reprocessing is required to ensure that all user profiles reflect the most up-to-date information.
In these specific cases, running this option will update the relevant user profiles accordingly.
Deactivate Account
This action allows you to move the selected users to the "Deactivated" list.
This will immediately move the selected accounts to the Deactivated list.
For more information, please see Activate or Deactivate Users.
Lock or Unlock Accounts
Administrators with the right permissions can lock or unlock a user's account. This feature is available if you don't want users to make changes to their profile at any point.