An overview of the 1042-S List Actions Tab.
The 1042-S List in Calculus is a tool for managing 1042-S data, generating reports, creating and saving custom filters and views, and exporting data to external files.
The Actions Tab allows administrators to select different actions for the 1042-S records selected in the 1042-S List.
Administrators will use the Actions tab to send generate 1042-S form(s), refresh the 1042-S data, Export the 1042-S data into CSV or PDF or Delete 1042-S forms.
Access
1. Login to your Calculus account.
2. Head to Form 1042-S List.
3. Select the records 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 records in your 1042-S List.
Actions
- Generate - Administrators can generate all or selected 1042-S forms with this action
- Refresh - Administrators can refresh the 1042-S data when there's changes in foreign nationals' or withholding agent's data
- Correct - Change 1042-S information directly on the form when you did not generate the 1042-S forms through Payments Entry Module (PEM).
If you'd like to correct information directly on the 1042-S form, you can click on Correct and a pop-up window will appear:
You can correct anything, but:
- Unique Form Identifier
- Amended and Amended No.
- Withholding Agent's information (boxes 12a through 12i)
If you'd like to correct withholding agent's information, go to Account Data and re-generate/refresh the 1042-S form(s).
- Recipient information (boxes 13a through 13e, 13i and 13l)
If you'd like to make corrections to the recipient's information, please unlock the record(s), make the necessary changes and re-generate/refresh the forms.
Important: The Correct option under Actions is only available if PEM is not switched on and 1042-S information have been imported.
- Show Change Log
If changes have been made to a 1402-S form, you can check them by selecting the 1042-S form and then clicking on Show Change Log:
The log consists of the date the change was made, by whom, which fields were changed, the old and new values of the field and how was the change made - manually or through an import.
- Export to CSV - Administrators can export the 1042-S data for the selected forms in a csv file
- Export to PDF - Administrators can export the 1042-S PDFs for the selected forms
- Delete - Administrators can delete selected 1042-S imported data
Important: Only imported 1042-S data can be deleted from the 1042-S list. If you use the Payments Entry Module (PEM) as your 1042-S data source, please edit the payment(s) in PEM and regenerate the 1042-S forms.