New Tax Year and Transfer Records
Q: What needs to be done before using the API integration to import or read from the new tax year?
Q: When will the new tax year be available in Calculus?
Q: What is required to activate the new tax year?
Q: Can I transfer settings from the previous year to the new tax year?
Q: Why do users need to update their "Tax Forms Info" page?
Q: What if I do not activate the new tax year immediately?
Getting Started
Q: Can we disable MFA for our Institution?
Q: Can I add or modify visa and immigration options in Sprintax?
Q: Can administrators have different roles and permissions?
Q: Is there a limit to the number of Administrators that can be added to our account?
Q: Can I customize email templates sent from the Sprintax system?
Q: What Multi Factor Authenticator (MFA) do users need when using Sprintax?
General
Q: Can I transfer my foreign national records from one tax year to the next?
Q: Can I change a user's email address?
Q: Will foreign nationals receive support from Sprintax?
Q: How can I delete a duplicate record?
Q: Can we get a tax analysis without having the individual complete their Calculus profile?
Q: What is the difference between an ITIN and SSN?
Foreign National Questionnaire
Q: What are the minimum fields an individual needs to complete in their questionnaire?
Q: Is it recommended to have all international individuals complete the SPT even if they are all on F-1 visa's?
Q: When do foreign nationals or entities start counting days in the United States?
Q: How many prior visits is a user allowed to enter to Calculus?
Q: Does Sprintax Calculus help users apply for an ITIN?
Q: Can Administrators consider whether to grant a tax treaty benefit to a foreign person and reject it even if the system determined that they're eligible for it?
Payments
Q: What is the importance of choosing the correct income code when making payments?
Q: Does Sprintax Calculus determine the correct tax rate to apply to payments?
Q: Does Sprintax Calculus track FICA exemption eligibility for foreign nationals?
Q: Are J2 Visa holders exempt from FICA for 2 calendar years?
Q: I have foreign nationals who are on EAD. Are they exempt from FICA taxes on EAD or an OPT/CPT?
Q: Does Sprintax generate tax reports which summarize income, tax withholdings, tax exemptions and more based on payments entered into the system?
Tax Treaty
Q: Does Sprintax support the annual tax treaty renewal process?
Q: Are there any employer compliance requirements for identifying and applying tax treaties for foreign individuals?
Q: How can I help my Foreign Nationals determine if their Country of Residence has a tax treaty convention with the US in place?
Q: If our Institution does not recognize Tax Treaties, is there any reason to have foreign Individuals data in Sprintax?
Q: If a foreign national's stay exceeds the duration covered by a federal tax treaty, is it the responsibility of the Individual or Institution to pay the federal income taxes?
Q: For scholarship tax treaty applications, should Form W-8BEN be submitted and reviewed each year, given that most tax treaties have time limits on scholarship benefits?
1042-S
Q: What are the minimum required fields for generating a 1042-S form?
Q: What is the 1042-S form?
Q: How does Sprintax handle 1042-S reporting for individuals who do not have SSNs or ITINs?
Q: Are amended 1042-S forms identified in a user’s profile as “amended”?
Q: How can a user agree to e-consent for 1042-S Forms?
Q: Can I bulk upload year-end payment data to create 1042s forms that can support individuals and entities?