Financial Management University-Wide Policy Documents

Tax

Document Type Numbersort descending Extension Documents Revision Date
Procedures 1110 PR.01 Personal Use of a University Vehicle January 15, 2021
Forms 1110 FR.03 Mileage Record January 15, 2021
Procedures 1200 PR.01 Identification and Approval of Private Business Use Activities April 17, 2018
Procedures 1200 PR.02 Procedure for Ensuring Post-Issuance Tax-Exempt Bond Compliance July 29, 2019
Policies 1200 Post-Issuance Tax-Exempt Bond Compliance September 17, 2015
Forms 2810 FR.01 Sales Tax Report January 13, 2022
Procedures 2810 PR.01 Sales Tax Collection January 13, 2022
Policies 2810 Sales & Use Tax January 13, 2022
Forms 3205 FR.04 Application for IRS Individual Taxpayer Identification Number (IRS Form W-7) May 31, 2017
Forms 3205 FR.05 Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)(IRS Form W-8BEN) May 31, 2017
Forms 3205 FR.06 Request for Taxpayer Identification Number and Certification (IRS Form W-9) May 31, 2017
Forms 3205 FR.07 Application for a Social Security Card (SSA Form SS-5) May 31, 2017
Policies 3410 CT Income Tax Withholding for Athletes and Entertainers February 7, 2023
Procedures 3410 PR.01 Obtaining Exemption or Reduced Rate of Withholding for CT A&E Tax February 7, 2023
Forms 3410 FR.01 Athlete or Entertainer Request for Reduced Withholding (Form CT-588) August 7, 2017
Forms 3410 FR.02 Athlete or Entertainer Request for Waiver of Withholding (Form CT-590) August 7, 2017
Policies 3411 Joint Venture June 30, 2009
Guides 3415 GD.01 Description of Forms Associated with Payments to Individuals Who Are Neither Citizens Nor Permanent Residents of the United States (GD.01) September 7, 2005
Guides 3415 GD.02 Commonly Used Immigration Status Categories Associated With Individuals Who Are Neither Citizens Nor Permanent Residents of the United States (GD.02) September 7, 2005
Guides 3415 GD.04 Nonresident Alien Reporting and Withholding Table Income Tax Treaty Benefit Claimed Associated With Individuals Who Are Neither Citizens nor Permanent Residents of the United States (GD.04) September 7, 2005
Policies 3415 Payments to Individuals Who Are Neither Citizens nor Permanent Residents of the United States August 19, 2009
Forms 3415 FR.01 International Information Form (IIF) for International Short-Term Visitors & Scholars February 18, 2020
Forms 3415 FR.02 Exemption From Withholding on Compensation for Independent (and Certain Dependent) Personal Services of a Nonresident Alien Individual (IRS Form 8233) August 4, 2017
Forms 3415 FR.04 Statement of Foreign Source Payments January 8, 2019
Policies 3505 Out-of-State Work Locations August 3, 2018
Procedures 3505 PR.01 Out-of-State Work Locations Procedure August 3, 2018
Forms 3505 FR.01 Out-of-State (U.S.) Hiring & Placement Questionnaire October 28, 2024
Forms 3505 FR.02 Out-of-State (International) Hiring & Placement Questionnaire June 22, 2020
Policies 3510 Faculty & Staff Relocation Expenses August 13, 2024
Procedures 3510 PR.01 Faculty & Staff Relocation Expense Payments & Reimbursements August 13, 2024
Forms 3510 FR.01 Relocation Reimbursement Request August 13, 2024