Tax Information
Resources
- Items of Interest
- Payment to Foreign Nationals
How-To's - Determine Which Tax Related Documents are Required When Making Non-Payroll Payments at UW-Madison
- Obtain/Apply for a Taxpayer Identification Number for Non-Resident Aliens (NRA's) Receiving Any Payment From UW-Madison
Documents - 1099-MISC/1042S Tax Reportable Transactions by Account Codes
- 2008 Rates and Forms for Calculating Withholding Tax for Taxable Payments to Non-Resident Aliens (NRA's)
- Backup Withholding (28%) for Payments to U.S. Tax Residents
- Entertainment Contract Process
- Immigration and Naturalization Service (INS) Name Change
- Limited Liability Company (LLC).
- Passport and I-94 (Departure Record) Requirement for Payments to Non-Resident Aliens
- Royalties Paid to Non-Resident Aliens (Tax Withholding and Reporting).
- Tax Compliance Manager
- Use of W-8BEN and 8233 Forms
- Using Current Versions of Internal Revenue Service (IRS) Forms
- UW Substitute W-9
- Visa Fees
- Visa Waiver Program
- Year End Tax Reporting/Responsibilities
Policies and Procedures
Accounting Services
- 601-Tax Reporting and Withholding on Non-Salary Payments
- 402-Accounting for Sales Tax Collections
- Tax Payer Relief Act of '97
WI Department of Revenue (DOR)
- WI Tax Requirements Relating to Nonresident Entertainers (Publication 508)
- Sales and Use Tax Information (Publication 201)
- Sales and Use Tax Information for Colleges, Universities, and Technical Colleges (Publication 204)
- Sales Tax Exemptions for Nonprofit Organizations (Publication 206)
- Sales Tax Rate Chart (includes County Tax Rates)
Forms
- IRS Forms
- Payment to Individual Report
- Payment for Services and Research Subjects
- Payment for Scholarships, Fellowships, Participant Support (Class 57XX)
- Wisconsin Department of Revenue (DOR) Nonresident Entertainer Form WT-11
Contact: Jose A. Carus, Jr.
Contact Jose with questions relating to general tax reporting issues, concerns, questions. Below are some of the areas that Jose can assist you with:
- Tax Documentation requirements for Payments to U.S. residents
- Tax Documentation requirements for Payments to Nonresident Aliens
- 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
- Individual Taxpayer Identification Numbers (ITIN)
- Unrelated Business Income Tax (UBIT) Issues and reporting
- Moving Expense Tax Reporting Issues (Qualified/nonqualified expense reporting)
- Tax reporting of Graduate and Undergraduate Educational Assistance for Employees
- Tax reportability of payments to employees (non overnight meals, etc.)
- Taxpayer Relief Act of 1997 (TRA97) Functional contact and Coordinator