Search

Tax Compliance Policy Overview

Events

Amy Esposito, Associate Director of Tax Reporting and Jodi Kessler, Senior Tax Analyst, will present an overview of the new Tax Compliance for External Revenue-Generating Activities Policy. Selling goods and services can lead to tax implications for...

Tax Compliance for External Revenue-Generating Activities in the U.S. (also known as Unrelated Business Income Tax [UBIT])

Page

Responsible Office: Tax Services Date Effective: 7/1/2013 Date Revised: 07/01/2013.02M Tax Revenue External Income (UBIT) Policy Statement Activities that generate income from external sources are potentially subject to taxation, specifically income tax...

Tax Compliance for External Income-Generating Activates in the U.S. (aka Unrelated Business Income Tax [UBIT]) Policy Session

Events

Did you know that some income to Harvard is subject to income and sales tax? Did you know that advertising sales or catering for a wedding may be taxable? The October Policy Information Session scheduled for Thursday, 10/26 from 11:00-12:00 in the Lamont...

Nonresident Alien Tax Compliance - Glacier Information Session for Foreign Individuals

Events

Nonresident Alien Tax Compliance (“NRA Tax”) will host a GLACIER information session for foreign individuals on Wednesday, August 22 from 11:30 a.m. - 12:30 p.m., Forum Room at Lamont Library. Suggested for foreign individuals who receive payments from...

Nonresident Alien Tax Compliance - Administrators Session for Onboarding Foreign Payees

Events

The Nonresident Alien Tax Compliance Office will host an information session for Harvard Administrators on Tuesday, August 21 from 10:30 a.m. - 11:30 a.m., Room B-30 (Level B), at Lamont Library. Suggested for administrators who onboard and make payments...

tax_compliance_appendix_b.pdf

Resource

tax_compliance_appendix_a.pdf

Resource

tax_revenue_external_income_ubit.pdf

Resource

2017oct25_appendix_b_sales_tax_basics.pdf

Resource

Forms and Reference Materials

Page

Accounts Payable Forms and Exceptions Processes - Includes Deposit, Pre-Payment, Enclosure and Special Mailing Form, In Lieu of Invoice Form, Department of Homeland Security Form, Emergency Check Pickup BER Vendor Type - B2 or WT Visa Holders...

Honoraria and Reimbursements for Foreign Nationals

Page

Responsible Office: Office of the Controller Date Effective: 12/13/1999 Date Revised: 1/1/2015 Information about the new Payment Eligibility Platform Policy Statement This policy outlines the circumstances in which the University can provide compensation...

Fellowship Payments and Reimbursements for Students and Non-employee Postdocs/Fellows

Page

Responsible Office Financial Policy Office Date Effective: 01/01/2015 Date Revised: N/A Download Policy Policy Statement Per the IRS, a fellowship is an amount paid to or allowed for the benefit of an individual to aid in the pursuit of that individual’s...