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Tax Compliance and Reporting Training  (back)
Presenter: Jose A. Carus, Jr. (Tax Compliance Manager)
Location: Geosciences Building, 1215 West Dayton Street, Room 140
Date/Time: September 12, 2019 12:30 P.M. to 3:30 P.M.

The Tax Compliance Office will be conducting a Tax Compliance and Reporting Training Session for the UW-Madison. This session is intended for all levels of UW employees who deal with making payments to U.S. Persons and/or Nonresident Aliens (NRA). We will also address other tax compliance issues including sales and use tax, Unrelated Business Income Tax, etc. See outline below. The intension of this session is to make sure participants (1) know the tax compliance issues that will impact them in performing their job responsibilities, (2) know resource are available for tax compliance issues, and (3) know where to ask questions relating to tax compliance issues. We will be discussing all topics on the Tax Compliance and Reporting web page. Among the topics that will be covered in the training session are the following:

-Tax documentation requirements for payments to U.S. residents. This includes requirements for W-9’s, tax withholding, backup withholding, IRS reporting, etc.)

-Tax documentation requirements for payments to Nonresident Aliens (NRA). This includes requirements for ITIN’s, IRS forms (W-8BEN, 8233, etc.), tax withholding and tax treaties, IRS reporting, etc. Also includes visa issues and restrictions.

-Authorized payment methods for tax reportable payments (services, royalties, prizes and award, etc.)

-Individual Taxpayer Identification Numbers (ITIN)

-Tax reporting requirements and documentation (Federal, State, local)

-Tax reporting for U.S. residents and Nonresident Aliens payments (Honorariums, Royalties, Research Subject Payments, Scholarships/Fellowships, etc.)

-Calendar year-end tax reporting on IRS forms 1099-MISC and 1042-S

-State Sales Tax Issues and reporting

-State Entertainer Tax Issues, forms (WT-11, etc.), and reporting

-Unrelated Business Income Tax (UBIT) Issues and reporting

-Employee payments

-Tax reporting of payments to or on behalf of employees (1) non-overnight meals, (2) relocation/moving expenses, (3) Graduate and Undergraduate Educational Assistance for employees, (4) Non-Accountable Plan payments, (5) Accountable Plan Payments made after 90 days

-UW Exemption issues (UW W-9, Where is the UW exempt from Sales and Use Taxes, Etc.)

-Payments to Students (Guidelines and Tool) will be discussed briefly since separate training is available for this topic.
No upcoming events.

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