International Tax Navigator

Chart a smooth course for your global population

Organizations that make payments to foreign individuals and organizations are on the IRS’s radar. ONESOURCE Nonresident Alien Taxation’s International Tax Navigator software helps higher education institutions, non-profit and healthcare organizations, along with corporations automate—and take the guesswork out of—nonresident alien tax compliance.

Nonresident International Abstract

Steer a clear course to nonresident alien tax compliance

International Tax Navigator is a powerful software solution for nonresident alien (NRA) compliance and income tax treaty analysis. It examines complex bodies of U.S. tax law and procedures, and provides up-to-date analyses for withholding tax rates, and tax and treaty exemptions. International Tax Navigator produces all required IRS withholding certificates and Form 1042 tax return and 1042-S reporting forms. Data can be collected and forms delivered, all online.

Knowledge, training, expertise
We offer access to the most extensive library for nonresident alien tax and immigration-related issues, including a searchable FAQ database with answers from leading international tax experts. With our in-house experts and extensive network, we have a knowledge base that can help you anticipate and adapt to anything.

Get up to speed quickly via Thomson Reuters web-based training. International Tax Navigator comes with a sample database you can use to practice adding, changing or deleting records to become familiar with the system without affecting production data. International Tax Navigator is completely flexible in its configuration. Users can customize their solution to match internal processes and needs. We have products to supplement your existing systems, or we can offer in-house support.

Features and benefits

The International Tax Navigator software:

  • Determines U.S. tax residency status, resident or nonresident, using an individual’s immigration status history and days of U.S. presence
  • Produces calendar-year-by-calendar-year status reports for substantial presence test
  • Performs case-by-case analyses of income tax treaties for each type of payment
  • Creates audit reports of treaty analyses identifying all limitations
  • Includes income tax treaty overview and treaty text in the system for easy look-up
  • Determines applicable taxes, tax rates and exemptions from tax for payments
  • Prepares completed withholding certificates, Forms W-4, 8233, W-8BEN and W-9
  • Maintains history of all completed forms and analyses for audit review and reprint at any time
  • Creates prior years’ analyses and forms for all individuals in the system for audit purposes
  • Prepares completed reporting Forms 1042-S with edit checks
  • Creates electronic Forms 1042-S submissions for the IRS
  • Prepares completed Forms 8843 for distribution to individuals in F, M, J or Q immigration status
  • Batch processes to produce updated substantial presence tests, tax treaty analyses and completed withholding forms for all active individuals for the new calendar year

Analyze a variety of payments:

  • Employment and self employment compensation
  • Scholarships and fellowships
  • Honoraria
  • Royalties
  • Prizes and awards
  • Room and board
  • Travel reimbursements
  • Stipends
  • Gaming winnings

Prepare and print a variety of forms:

  • 8233, Exemption from Withholding and Supporting Certifying Statement
  • 8843, Statement for Exempt Individuals
  • W-8BEN, Certificate of Foreign Status
  • W-4, Employee’s Withholding Certificate
  • W-9, Certificate of US Status
  • W-7, Application for Individual Taxpayer ID (ITIN)
  • SS-5, Application for Social Security Number
  • I-9, Employment Eligibility Verification
  • 1042 Annual Withholding Tax Return for U.S. Source Income for Foreign Persons
  • 1042-S, Foreign Person’s U.S. Source Income Subject to Withholding
  • 1042-T, Annual Summary and Transmittal of Forms 1042-S

Contact us

Learn more

Explore how International Tax Navigator can simplify your nonresident alien tax compliance process:
International Tax Navigator

What you should know if you have foreign employees:
Ten Rules of Paying Foreign Nationals

Paula Singer, Esq., explains details on NRA withholding and reporting on payments to foreign nationals:
NRA Withholding and Reporting on Payments to Foreign Nationals

Paula Singer, Esq., weighs in on the compliance challenges that come with foreign employees:
Organizations with Foreign Employees Face Compliance Challenges

Paula Singer, Esq., provides an overview how income tax treaties reduce U.S. incomes and the rules that must be followed to claim treaty benefits:
Tax Treaty Benefits for Workers, Trainees, Students and Researchers

Special tax rules and opportunities surrounding U.S. taxation of J-1 exchange visitors:
U.S. Taxation of J-1 Exchange Visitors


“Awesome product! It takes so much guesswork out of the nonresident taxation issues and treaty eligibility…” Jeanne Kauss, University of Pittsburgh

“[Thomson Reuters experts] are the most knowledgeable and dependable resources… a factor that you cannot put a price on! My job (Nonresident Alien Tax Specialist) and position here at The University of Iowa is made easier and more enjoyable because of their expertise!” Pat Meskimen, University of Iowa

“Our [International Tax Navigator] purchase has turned out to be the best investment we have made in a long time.” Sherri Phelps, Director of Human Resources, Ouachita Baptist University

“We’ve had the software for over two years, and I can’t say enough about it! Everything from determining residence analysis, to tax treaty updates, to producing the 1042s. Need I say more? They are also just a phone call away and very helpful to answer your questions, and yes, I had many in the beginning.” Laurie Murphy, Payroll Manager, Woods Hole Oceanographic Institute

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