The Form 1042-S list shows all 1042-S data that has been imported and/or already generated. Additionally, in the Form 1042-S list you can:
- Generate 1042-S forms
- Export 1042-S forms
- Edit 1042-S forms
- Delete 1042-S forms
- Prepare and e-file Form 1042
How to access the Form 1042-S list
Administrators with permission View 1042-S list can access it from the left-hand quick links panel:
Overview
Once you have accessed the list you will see all imported 1042-S data. The list consists of:
- identifying information for the recipient - email or recipient ID
- whether the recipient is an individual or entity
- all 1042-S fields data
- 1042-S data source - imported or manually added
- 1042-S status PDF - Completed (1042-S information has been added, but not generated), Generated
- Electronic consent - whether there's e-consent from the recipients to receive their forms electronically
- 1042-S Email - whether an email has been sent to the recipients to receive their 1042-S forms directly in Sprintax
Important: 1042-S forms can only be distributed directly in Sprintax if you have added an email for the recipients.
- Last modified - the date the 1042-S was modified last
- 1042-S visible to recipient - whether the recipients would be able to see and download their 1042-S form once they login
- 1042-S Transmission Status - whether the 1042-S forms have been transmitted to the IRS and the status of the submission
- 1042-S Status TXT - whether you have generated and exported a TXT file for 1042-S submission through FIRE
- 1042-S TXT Export Date - the date of last 1042-S TXT export
- 1042-S TXT File Name - the name of the TXT file
- Last Generated - the last date the 1042-S forms have been generated
- Paid - whether the 1042-S forms have been paid for and thus could be generated
Above the list, you will see the following options:
- Import button - pressing the Import button will take you to New Import screen under Imports
E-File button - pressing the E-File button will bring up a right-hand menu with options to Generate all 1042-S forms and export them once generated
- Search - you can search for specific 1042-S forms
- Filters, Columns and Reports - you can filter for specific forms, adjust the columns you see in the 1042-S list and save the filters and columns adjustments under Reports
- Actions - accessing different actions for the selected 1042-S forms which include re-generating forms, deleting or editing them