Using Sprintax forms

The University uses Sprintax Forms to collect information regarding current immigration status, country of citizenship and residence, relationship to the University, anticipated income sources, and history of presence in the U.S.

Once all relevant data is provided, Sprintax Forms can:

1. Determine your U.S. tax residency status, eligibility to claim treaty benefits on your earnings in the U.S., and the appropriate tax withholding rates.
2. Prepare applicable tax forms for submission to the University (Form 8233, W-8BEN, etc.)
3. Store your data for both the University’s and your use in completing required U.S. income tax returns.

Keeping your Sprintax Forms record up-to-date, including changes in immigration status, will help limit the chance that you may owe additional taxes on your income or fellowship from the University at year-end due to under-withholding.

The University will identify individuals who require a Sprintax forms profile. If identified, you will receive an email invitation from Sprintax forms to activate your account.

Invitation email details:

• From: noreply@sprintax.com
• Subject: Welcome to Sprintax Forms System

After you activate your account, complete your Sprintax Forms profile by filling out the online questionnaire.

After all questions are answered:

• Review the Summary section
• Download forms in the Tax Forms section
• Review the Supporting Documents Sprintax requests to verify immigration and residency status
• Sign and upload the tax forms and supporting documents through the Document Exchange section in Sprintax

You may be contacted for additional information if needed.

Supporting documents you may need:

Depending on your situation, Sprintax may request:

• I-20 (Certificate of Eligibility for Nonimmigrant Student Status)
• I-94 (online printout)
• Visa
• Passport
• Social Security card or Individual Tax Identification Number (ITIN)