Q: What needs to be done before using the API integration to import or read from the new tax year?
A: Institutions need to create and set up the 2025 tax year settings before using the API integra...
Q: When will the new tax year be available in Calculus?
A: Sprintax will notify administrators when the new tax year is available (typically the new tax ...
Q: What is required to activate the new tax year?
A: Administrators must log in to their Calculus account, navigate to Settings Overview, and confi...
Q: Can I transfer settings from the previous year to the new tax year?
A: Yes, you will be prompted to transfer all settings from the current tax year to the new tax ye...
Q: Why do users need to update their "Tax Forms Info" page?
A: The Tax Forms Info page is essential for generating accurate tax forms, such as Q: What is the...
Q: What if I do not activate the new tax year immediately?
A: You won’t be able to transfer user records or settings until the new tax year is activated. En...
Q: Is there a deadline to complete the activation and transfer process?
A:There is no strict deadline, but it's recommended to complete the process before starting any a...
Q: What information is transferred to the new tax year?
A: All user information and uploaded documents will transfer except for the Tax Forms Info page, ...
Q: Can I exclude deactivated user records from the new tax year transfer?
A: Yes, during the transfer, you can choose not to copy 2024 deactivated records.
Q: How do I review the settings after activation?
A: Navigate to the Settings Overview tab and check for incomplete (red) or disabled (grey) settin...
Q: Can I edit settings after transferring them to the new tax year?
A: Yes, administrators can edit or make changes to the transferred settings.
Q: What happens if I miss a setting during the transfer?
A: You can manually adjust or add any missing settings via the General Settings tab after the tra...
Q: Do I have to transfer all settings, or can I choose specific ones?
A:The system transfers all Settings Overview by default, but you can edit or disable specific set...
Q: Will my custom email templates from the previous year also transfer?
A: Yes, custom email templates will transfer. Review them to ensure they are up-to-date for the n...
Q: Can I transfer settings or user records after starting the new tax year?
A: Yes, you can still transfer settings or records later, but it's best to complete these tasks a...
Q: How should I notify users about the new tax year?
A: Administrators can send email communications via the User List. Select profiles, use the Actio...
Q: What should our foreign individual users do after activation?
A: Users need to review and update their profiles, particularly the Tax Forms Info page, to ensur...
Q: Can I notify all users in bulk about the new tax year?
A: Yes, by clicking on Actions Tab and clicking on "Select All Users" , you can send a bulk email...
Q: What happens if a user doesn’t update their profile?
A: If a user does not update their profile, their tax documents may not be accurate, and treaty b...
Q: Can I track which users have completed their updates?
A:Yes, administrators can monitor user updates in the system reports or by viewing individual pro...
Q: How do I handle users who are no longer active in the system?
A: Deactivated users are excluded from the transfer by default, but you can manually manage or re...
Q: How do I send activation emails to users who haven’t activated their accounts?
A: Use the Actions Tab in the User List to send activation, or reminder emails. If your Instituti...
Q: What happens if a user forgets their login credentials?
A: Users can reset their password via the login page or contact an Institution's administrator fo...
Q: I don’t see the notification to activate the new tax year. What should I do?
A:Ensure you are logged in as an administrator and navigate to Settings. If the notification is s...
Q: The transfer process is taking longer than expected. How do I check its status?
A: The transfer should take a few hours depending on how many records in your transfer. You will ...
Q: Why did some user data not transfer correctly?
A: Ensure that all records in the current year are up-to-date before transferring. Missing or inc...
Q: I accidentally transferred incorrect settings. How do I fix this?
A: Navigate to General Settings to make corrections. If major issues arise, contact Sprintax supp...
Q: Why are some settings marked in red or grey after transferring?
A: Red indicates mandatory settings that need to be completed. Grey indicates settings that are n...
Q: Why can’t I find a specific user in the new tax year?
A: Verify if the user was deactivated in the previous tax year. Deactivated Users do not transfer...
Q: Some settings are greyed out, but I need them for this year. What should I do?
A: Greyed-out settings are disabled by default. Go to General Settings to enable them manually.