An overview on how to access and use the 1042-S email option to notify recipients that 1042-S form has been generated and is available in their Calculus profile.
Access Email Templates
1. Login to your Calculus account.
2. On the left side menu, select Users Tab, then All Accounts.
Important: There must be one record in the system to access email templates.
3. Select the profile(s) you'd like to send email communication.
Info: You can use Filters and Views to select only the users that have a 1042-S generated.
4. Select Actions at the top.
5. A side panel will appear. Scroll to the Email dropdown options
6. Select 1042-S Issued Email Option
7. The default email template will appear.
Info: Admins can edit the subject line
8. Click Send when ready.
9. Admins can also select to *Create a new template to customize a 1042-S email
10. The subject line, body text and hide Sprintax signature are all available to edit.
11. Once you create your custom template, save the template for future use.
Add Logo
Institutions can add a logo to the body of the email when customizing the template.
1. In the body of the email click on the Image Icon.
2. Under Source: Add a URL of the logo
Important: Images are read from a URL of where the logo is posted. Right click the logo and copy image link to Source.
Warning: Images with a large file size or not supported file type (extension) where you are adding the file from will not load properly.
Mask Email Address
System Emails are sent from noreply@sprintax.com.
If your institution would like to mask this email address to the likes of noreply-school name or abbreviation @sprintax.com, please reach out to your Account Manager or Tax Specialist.