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Tax Reporting & Compliance Forms

Form

Description

501(c)(3) Information (PDF) Tax-exemption confirmation letter.
Batch Reporting of Employee Taxable Non-cash Awards or Prizes (PDF) Department may submit taxable non-cash awards in batch.
Casual Farm Labor Employment Record (PDF) Department should use to record payment of casual labor.  This is an infrequent occurrence.  
Employee Statement of Taxable Achievement Award (PDF) Department should complete the form to  report  employee non-cash awards one award at a time.

KFS Use Tax Accrual Correction Form (Webform)

Used to certify that a Use tax was incorrectly accrued by the Kuali Financial System (KFS).
Non-Employee Statement of Noncash Award or Prize (PDF) Department should complete to report  non-employee non-cash awards one award at a time.
Partial Exemption Certificate for Manufacturing, Research and Development Equipment (PDF) Vendors may request a completed version of this form for internal files.  When requested, departments should work with TR&C to complete.
Partial Sales Tax Exemption - Equipment Eligibility Checklist  (PDF) Departments need to complete and attach to KFS document when requesting reduced sales tax rate.
UPAY830 - Out-of-State Income Tax Withholding (PDF) Employees complete when working outside California or claiming the Military Spouse Residency Relief Act.
W4 - Employee's Withholding Allowance Certificate (PDF) Used by employers to determine the correct amount of tax withholding to deduct from employees' wages.
Submit to: Payroll
W7 - Application for IRS Individual Taxpayer Identification Number (PDF) IRS from an individual will complete and remit directly to the IRS for a ITIN. 
W9 - Request for Taxpayer ID and Certification (PDF) Completed form to provide to University Payees upon request.
Withholding Exemption Certificate - California 590 (PDF)  

Forms for Nonresident Aliens

 
UCW4NR - Nonresident Alien Employee’s Federal State Withholding Allowance Certificate (PDF) Employees complete to document withholding allowances.