An overview of the 1042-S List Actions Tab.
The 1042-S List in Sprintax is a tool for managing 1042-S data, generating reports, creating and saving custom filters and views, and exporting data to external files.
The Actions Tab allows administrators to select different actions for the records selected in the 1042-S List.
Administrators will use the Actions tab to generate 1042-S form(s), send emails to recipients refresh the 1042-S data, correct the data, see the 1042-S data change log Export the 1042-S data into CSV or PDF or Delete 1042-S forms.
Access
1. Login to your Calculus account.
2. Head to Form 1042-S List
3. Select the records you want to Action.
4. Select the Actions button at the top.
5. A side panel will open with different actions.
Important: On the side panel you can select to Action all records in your 1042-S List.
Actions
- Generate - Administrators can generate all or selected 1042-S forms with this action
- Refresh - Administrators can refresh the 1042-S data when there's changes in foreign nationals' or withholding agent's data
- Correct - Administrators can correct already imported 1042-S data for a specific record directly in the Correct option
- Show Change Log - Administrators can see all the changes done to a 1042-S Form
- Export to CSV - Administrators can export the 1042-S data for the selected forms in a csv file
- Export to PDF - Administrators can export the 1042-S PDFs for the selected forms
- Deactivate recipient - Administrators can deactivate a recipient if they do not need to generate a 1042-S form for them
- Delete - Administrators can delete selected 1042-S data
Generate
You can generate or re-generate (if you have made changes to a previously generated 1042-S) to selected records or you can use the Select All toggle to select all 1042-S form for the action.
Info: For a detailed guide on 1042-S Generation, please see 1042-S Generation.
Refresh
If you have made changes to the recipient or withholding agent's data, you can click to refresh the 1042-S data. Once the process has finished you will receive a notification
Correct
You can correct 1042-S data for a specific form when you select the form and, click Actions and then Correct. Once you click on Correct a screen with all the 1042-S data will pop-up where you can make changes directly on the form.
There are several fields not directly available for edit:
- Unique Form Identifier (UFI)
Unique Form Identifier isn't available for edit. Once a 1042-S form has been assigned a UFI, it cannot be changes.
- Amended and number of amendment
A form will be able to be marked as an amended only once it has been filed and accepted by the IRS. If you did not prepare the original 1042-S forms through Sprintax or submitted them to the IRS outside of Sprintax, you can mark them as amended only through a 1042-S import.
- Withholding Agent's details
If Withholding Agent's details need to be changes, please go to Account Data and then refresh/regenerate the1042-S forms.
After you make the
Show Change Log
If changes have been made to a 1402-S form, you can check them by selecting the 1042-S form and then clicking on Show Change Log:
The log consists of the date the change was made, by whom, which fields were changed, the old and new values of the field and how was the change made - manually or through an import.
- Export to CSV - Administrators can export the 1042-S data for the selected forms in a csv file to save for their records
- Export to PDF - Administrators can export the 1042-S PDFs for the selected forms to keep for their records
- Deactivate recipient - Administrators can deactivate a recipient if they do not need to generate a 1042-S form for them. The record will be moved under the Deactivated Forms list
- Delete - Administrators can delete selected 1042-S imported data