Understanding the difference between Sprintax Calculus and Sprintax Returns will help you navigate the U.S. tax system and stay compliant.
- Sprintax Calculus: Helps your institution determine your tax residency and ensure the correct taxes are withheld from payments made to you.
- Sprintax Returns: Helps you file your annual U.S. tax return, reduces the risk of overpaying, and assists in claiming refunds if eligible.
| Feature | Sprintax Calculus | Sprintax Returns |
|---|---|---|
| Functionality | Generates pre-withholding tax forms such as 8233, W-8BEN, W-4, and 1042-S income documents where applicable | Completes federal and state tax returns |
| Interaction with user | Used directly by individuals to generate their pre-withholding forms and access their 1042-S | Used directly by individuals for tax filing |
| Primary user | Nonresident individuals as well as institutions and employers | Nonresident individuals |
| Purpose | For calculating correct tax withholding on payments being made to you by your payer | For preparing annual income tax returns |
| Residency determination | Determines residency for tax purposes | Determines residency for tax filing purposes |
| Treaty benefits | Understands tax treaty eligibility to apply a reduced rate of withholding on payments being made to you during the year | Applies benefits to tax returns |