You can only sign documents if your account is complete and you have access to the Tax Forms section:
Step 1
When you access your Tax Forms section, you will see the form you need to sign with Review and sign link. You have to click on the link to proceed to the next step.
Step 2
Two-factor authentication is required in order to place a signature on your form. You can activate 2FA when you click on Review and Sign for the specific form:
Step 3
Two-factor authentication process
1. Press Activate on the screen in Step 2 in your browser and it will redirect you to Sprintax Identity.
2. In the Sprintax Identity Portal, click on Add Authenticator+.
3. Give a name to be displayed for your 2FA in your preferred Authenticator app and click Verify.
4. Scan QR Code with your 1Password, Authy, Google Authenticator, Microsoft Authenticator, etc. and once your Sprintax account is added, enter the one-time passcode from your authenticator app for your Sprintax account and click Verify.
5. Two-Factor Authentication is now switched on for your Sprintax account.
Important The 6-digit code in the Authenticator app refreshes every 30 seconds. When you are asked to enter the 6-digit code, it needs to be within the 30 seconds limit, otherwise, you’ll be prompted to enter the code again.
Please, do not delete the Sprintax Calculus account in the Authenticator app to maintain access to your Sprintax Calculus profile.
Step 4
Digital signature process
1. Press Review and sign as shown in Step 1
2. You will be required to enter the 6-digit code from your authenticator
again
3. You will see the Review and sign screen below:
4. You must download your form by selecting the button “Download form” and review for any inconsistencies
5. You must read and check the tick boxes for both declaration and agreement, and only then you will see a new button “E-sign”
6. Add signature screen
When you select E-Sign, a new screen pops up labelled “Please, place your signature” where you can sign with an e-pen, PC mouse or any other graphic tool you may have. Once done, hit the ‘Confirm’ button.
View and location of the signed forms:
Signed W-8BEN form:
Identity statement in pdf file. This is the second page of the signed form.
The signed forms are automatically added to Documents Exchange section:
Disable 2FA
Once logged in, if you wish to permanently remove 2FA from your account, click on Account in the upper right corner and then Sprintax Identity:
Once in Sprintax Identity, click on Security and then under Authenticator app you can delete an authentication from the 3 dots menu:
Please, keep in mind already e-signed forms will stay intact when you disable 2FA, however, if you need to re-sign them you will need to switch on 2FA again.