Automated tax determination for every honorarium, stipend, and contractor payment your university makes. NRA or domestic, treaty or no treaty — get the right answer in minutes, not hours.
Your office pays guest speakers, research participants, consultants, and scholars. Every payment is a tax determination puzzle — and the penalties for getting it wrong are real.
No training required. If you can fill out a form, you can use TaxCalc.
Start a new payment by entering the payee's email and basic payment info. The system creates a guided workflow for this specific payment — no two are the same.
The system asks only the questions that apply. Answer whether the payee is US or foreign, their visa type, the payment category — and watch downstream fields auto-populate in real time.
TaxCalc determines the correct withholding rate, required forms (W-8BEN, 1042-S, 1099, 8233), treaty benefits, and state withholding — all documented and audit-ready.
Built specifically for university tax offices making non-employee payments. Every feature exists because a real tax office needed it.
Automatic Substantial Presence Test calculation, visa-type exempt period tracking, treaty eligibility, and Chapter 3/4 status determination for every foreign payee.
Built-in treaty tables covering 65+ countries. Automatically identifies the correct article, withholding rate, exemption cap, and term limits for each payment type.
Tells you exactly which forms are required — W-9, W-8BEN, W-8BEN-E, 8233, 1042-S, 1099-NEC, 1099-MISC — based on the answers, not guesswork.
Covers all 50 states including no-income-tax jurisdictions, multi-state service allocation, and whether your state honors federal treaty benefits.
A live summary sidebar shows the running tax determination as you answer questions. See withholding rates, form requirements, and treaty status update instantly.
Every answer, every auto-derived calculation, and every override is logged with timestamps. When auditors ask "why did you withhold 15%?", you have the answer.
No implementation fees. No long-term contracts. Start with a free trial and upgrade when you're ready.
All plans include a 30-day free trial. No credit card required to start. Need more than 1,500 payments? Let's talk.
All data encrypted in transit (TLS 1.3) and at rest (AES-256). TIN and PII data handled with the same security as financial institutions.
We're pursuing SOC 2 Type II certification. Your IT security office can review our controls documentation on request.
Hosted on AWS in US data centers. Your data never leaves the country. Compliant with FERPA data handling requirements.
Treaty tables, withholding rates, and form requirements are updated every tax year. You always have the current rules — no manual updates needed.
Everything you need to know before getting started.
Fill out the form below and we'll set up your account within 24 hours. No credit card required.