Based on your individual information and unique circumstances, the Sprintax Calculus software will generate one or more of the below forms:
- Form W-4: Employee's Withholding Allowance Certificate, is provided by an employee to their employer for the correct withholding of federal income tax from their pay. Form should be signed and provided to the payer before the start of their work assignment or before their first pay;
- Form W8-BEN: Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals), is provided by a non-resident alien, the owner of income subject to withholding, to the withholding agent or payer. Form should be signed and provided to the payer before a payment is made;
- Form W-9: Request for Taxpayer Identification Number and Certification, is provided to a payer to verify taxpayer identification number of a U.S. person (including resident aliens) and to request certain certifications and claims for exemptions. Form should be signed and provided to the payer before a payment is made;
- Form 8233: Exemption from Withholding on Compensation for Independent (and Certain Dependent) Personal Services of a Non-Resident Alien Individual, is used by non-resident alien individuals to claim exemption from withholding on compensation for personal services because of an income tax treaty. The form should be signed and provided to the requester before the start of their work assignment or before their first pay;
- Form W-7: Application for IRS Individual Taxpayer Identification Number. The form is to be signed and sent along with supporting documents to the Internal Revenue Service;
- Form SS-5: Application for Social Security Number, is filed with the US Social Security Administration to apply for an SSN. The form must be submitted in person (if age 12 or older) along with supporting documents at a Social Security Administration office;
- 1042-S: Foreign Person's U.S. Source Income Subject to Withholding, is the official income reporting document that a payer provides to a foreign payee of an income and to the IRS. A form 1042-S is used to report tax treaty exempt wages, scholarship grants and fellowships, independent personal services income, royalties, other income including awards, prizes, lottery/gambling winnings, deposit interest, etc. made to a foreign person;
Info: All the required documents that you need to the software to generate for you are listed in the 'Document Exchange' tab located on top of your page.