Sprintax Calculus

The purpose of Sprintax Calculus is to determine a foreign individual’s tax status and whether tax exemptions or treaties are available. You will receive an email from Calculus within a week of Onboarding. This email will contain instructions as well as a link to access the Calculus site.

Please be aware that failure to complete your Calculus record in a timely manner could cause your income to be taxed incorrectly. 

Download Sprintax Calculus Instruction Manual

Using  Sprintax Calculus

 Once you receive the Calculus email, gather the following documents to help complete your record:

• Passport
• Admission Record or I-94 (this is electronic and can be printed at https://i94.cbp.dhs.gov/I94)
• Social Security Card (if you do not have one, you can still complete the data entry)
• Immigration Document (I-20, DS-2019, I-797 or employment authorization card

Using the link from the email, please access Calculus and perform the following tasks:

• Agree to Electronic 1042-S Consent to allow us to load your IRS forms onto the Calculus website.
• Review your details and make necessary updates in all sections.
• Once the data is complete, a tax treaty analysis will be performed. If you are eligible for tax treaty benefits, you will receive additional instructions to claim these benefits.

Annual Treaty Renewal

Tax treaty benefits must be renewed annually.

• In January, you will receive an email from Calculus reminding you to renew your treaty benefits.
• Complete the steps outlined in the email to renew your treaty benefits.
• The renewal must be completed by the January deadline set forth in the email to ensure the benefits are applied in January.
• If you miss the January deadline, your treaty benefits will begin with the next pay period after you sign and submit the treaty document.

Penn will not refund any taxes withheld on payments made prior to receipt of signed treaty paperwork.

Get Help

If you have any questions, contact the Penn Employee Solution Center at (215) 898-7372 or hcmsolutioncenter@upenn.edu.