The Final Summary section in the Calculus Questionnaire gives the Individual their Personal Tax Summary. This summary includes personal information, Residency and Tax Treaty details.
Access Final Summary Section
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, select Final Summary.
6. Individuals can review all the provided information in one place. They can go back into previous sections to make any changes or updates.
7. Administrators and Individuals can download a copy of the Sprintax Final Summary in PDF on the next stage under Other Forms.
Info: Some institutions may require Individuals to download, sign and upload this summary for their records.
For more information please see, Document Settings and Document Exchange.