The Account Data tab provides Administrator Owner with visibility and control over Institution details and other account options within Sprintax.
Access Account Data
1. Login to your Sprintax Account.
2. Click on Account on the upper right corner.
3. Click on Account Data.
Entity Details
On initial set up, Calculus will input your institution data here. Administrators with edit permissions can modify institution data as needed.
1. Address: View and update the physical address of the institution.
Info: Updating the entity name requires assistance from Sprintax Support.
2. Phone Number can be added if desired
3. EIN Number: Displays the Employer Identification Number associated with the institution.
4. If your entity is foreign, you can provide foreign address, Foreign Taxpayer ID, phone number and Withholding Agent’s Global Intermediary Identification Number (GIIN).
5. Type of Organization: Indicates the organization type classification for tax purposes.
6. Type of Withholding Agent: Specifies the type of withholding agent designation.
7. Withholding Agent's Chapter 3 and 4 status codes for tax withholding purposes are to be selected as well.
8. You can select to
a. select you are a foreign based institution
b. select to truncate U.S. Taxpayer identification number on 1042-S forms
Contact Person
Administrators with permissions can add contact persons. The first contact person added will appear on the 1042-S E-file TXT document as the primary contact.
1. Name, Email, Title and Phone Number are mandatory to complete.
Warning: It's important to include a phone number so the TXT file does not get rejected.
Custom Sprintax Returns Link
If you have a partnered with Sprintax and have discount codes links for 1042-S recipient to prepare and file their federal and state returns, please enter it here.
Withholding Agents
If you need to generate 1042-S forms under different EINs you can add a separate withholding agent from here: