If your institution has multiple EINs that need 1042-S reporting or you are a tax professional preparing 1042-S forms for different institutions, you can set the different withholding agents for 1042-S reporting.
1. Login to your Sprintax Account.
2. Click on Account on the upper right corner.
3. Click on Account Data.
4. Scroll to the bottom and click on Add Withholding Agent:
5. You will be redirected to fill in institution information for the additional withholding agent. After you finish adding the information, please click on the Save withholding agent button at the bottom right corner:
6. Once you have added the additional withholding agent it will appear in the list of withholding agents in Account Data:
Accessing the additional Withholding Agent's account
Steps to access the additional withholding agent's account you created:
1. Login to your Sprintax Account.
2. On the upper right corner click on Account.
3. Click on Administrators Tab.
4. Click on the Add an Administrator button select the additional withholding agent for Entity/Affiliate, input Admin Name, Email Address, select which role and permissions to assign them. You may add other contact details and set their notification settings as well.
Important: You can add the same administrator under the same email to the additional withholding agent.
For more information, please see Add or Remove Administrators.
Once the admin is added to the additional withholding agent, the admin can log out and log back in and will see the option to log into the additional account:
Once logged in you can set the settings for the additional withholding agent.