ℹ️️ On this page, you will be able to access both your tax forms, as well as your detailed Sprintax Summary. These documents are essential for your tax reporting process and provide important information regarding your tax status and obligations to IIE.
👉 Navigate to the Tax Forms section (third tab on top navigation bar).
🔍 If you are accessing Calculus from a mobile device, click on the drop-down at top to access “Tax Forms” section.
✔️ Make sure that you have consented to receive Form 1042-s electronically by clicking the box at the top right:
👉 Review all the tax forms in this section and make sure to sign the required W-8BEN (or W-9 which could also have an accompanying W-9 statement) form.
⚠️ The form is pre-filled based on the information you input and reviewed in the “Your Details” section. You can either e-sign or download and sign manually.
✍ To e-sign the form click on “review and sign” in blue on the right-hand side of the screen. You can click here for more detailed instructions.
📌 To sign manually, click on the document itself, download, sign and then upload signed Form W-8BEN/W-9 or W-9 Statement to Document Exchange.
✔️ Be sure to choose the correct Document Type when uploading. Example, if you need to upload W-8BEN, then please select Form W-8BEN, Income code 16: