For Individuals

When should I update my Sprintax Calculus record?

Updates to your immigration status, residency, certain biographical information, and obtaining a U.S. tax ID can greatly impact accurate tax withholding or reporting to federal and state government agencies. It's important that you act with urgency to maintain all of your records at Harvard, which includes Sprintax Calculus.

Examples of required Calculus updates include: extensions to your immigration status, changes in the type of income you will receive from Harvard, obtaining a new U.S. tax ID number, changes in your country of residency or permanent address, etc. If any...

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How should I answer questions in Calculus if I have no U.S. presence in the current calendar year but expect payments from Harvard for US activities that occurred in a prior year?

If you were unable to complete Sprintax Calculus before the end of the calendar year that corresponds to your recent visit to Harvard, and you are expecting payments relating to that visit, then you will need to indicate at least 1 day present in the U.S. this calendar year to complete your Sprintax Calculus profile.

 

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Which W-8 Form do foreign entities need to submit to Harvard in order to be set-up for payment as a vendor?

There are 3 forms Harvard is able to accept from a foreign entity to be set-up to receive payments as a supplier (W-8 BEN-E, W-8 EXP, or W-8 ECI). Information on the various forms can be found on the Foreign Entities and W-8 Forms page. We are unable to advise on which form should be used, as this is a individual business decision a supplier must make based on their legal structure, and in consultation with a professional tax advisor if necessary.

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