GENERAL ACCOUNTING GLACIER STEP BY STEP GUIDE FOR FOREIGN NATIONALS
|
|
|
- Gerard Neal
- 6 years ago
- Views:
Transcription
1 GENERAL ACCOUNTING GLACIER STEP BY STEP GUIDE FOR FOREIGN NATIONALS Nonresident Alien Tax Compliance
2 WHO SHOULD USE THIS GUIDE? All Foreign Nationals who are: Student Workers Graduate Assistants Interns Temporary Help Full-time/Part-time Employees Full time/part time Faculty Staff Scholarship/Fellowship Recipients Room & Board Scholarships Stipends One time Awards LOYOLA UNIVERSITY CHICAGO 2
3 GENERAL ACCOUNTING PART I: LOGGING INTO GLACIER Nonresident Alien Tax Compliance
4 You will receive an from (see below example). Dear [Employee], The Internal Revenue Service (IRS), the U.S. government tax authority, requires Loyola University to collect information from all non-u.s. citizens and nonpermanent resident aliens to determine the appropriate rate of tax withholding and reporting for any payments that may be made to such individuals. You have received this because you may receive payments from Elite University. For your convenience, Elite University allows you to provide the required information and complete the necessary forms via the Internet from any web-accessed computer using the GLACIER Online Tax Compliance System. The information and forms must be provided prior to any payment so that the correct tax withholding and reporting decisions are made; failure to do so may result in the maximum rate of tax withholding and/or delayed payment. Information provided to GLACIER is transmitted and stored securely and will only be used by Elite University for purposes of tax withholding and reporting. You must access GLACIER and provide the requested information within 10 days of receiving this message. If you do not provide the requested information within 10 days, the maximum amount of U.S. tax will be withheld from any payments made to you. To login to GLACIER, follow the steps below: Click on the following web link: ; if the link does not automatically open, simply open your Internet Browser (preferably Internet Explorer) and enter the website address Click on the GLACIER logo to enter the website. At the login screen, enter your temporary access information from below; you will be required to select a new UserID and Password at the time of first access to GLACIER. UserID: 837CXVAU Password: EC2WDLT7 If you have any questions or need additional information about why you have been asked to use GLACIER, please contact me. Thank you and have a great day. [Test1 Admin ] Loyola University test10@arcticintl.com or LOYOLA UNIVERSITY CHICAGO 4
5 STEP 1: Click on the GLACIER web link. Dear [Employee], The Internal Revenue Service (IRS), the U.S. government tax authority, requires Loyola University to collect information from all non-u.s. citizens and nonpermanent resident aliens to determine the appropriate rate of tax withholding and reporting for any payments that may be made to such individuals. You have received this because you may receive payments from Elite University. For your convenience, Elite University allows you to provide the required information and complete the necessary forms via the Internet from any web-accessed computer using the GLACIER Online Tax Compliance System. The information and forms must be provided prior to any payment so that the correct tax withholding and reporting decisions are made; failure to do so may result in the maximum rate of tax withholding and/or delayed payment. Information provided to GLACIER is transmitted and stored securely and will only be used by Elite University for purposes of tax withholding and reporting. You must access GLACIER and provide the requested information within 10 days of receiving this message. If you do not provide the requested information within 10 days, the maximum amount of U.S. tax will be withheld from any payments made to you. To login to GLACIER, follow the steps below: Click on the following web link: ; if the link does not automatically open, simply open your Internet Browser (preferably Internet Explorer) and enter the website address Click on the GLACIER logo to enter the website. At the login screen, enter your temporary access information from below; you will be required to select a new UserID and Password at the time of first access to GLACIER. UserID: 837CXVAU Password: EC2WDLT7 If you have any questions or need additional information about why you have been asked to use GLACIER, please contact me. Thank you and have a great day. [Test1 Admin ] Loyola University test10@arcticintl.com or LOYOLA UNIVERSITY CHICAGO 5
6 STEP 2: Click on the Glacier image or Login Now link. LOYOLA UNIVERSITY CHICAGO 6
7 STEP 3: Use the temporary User ID and password in the to log in. LOYOLA UNIVERSITY CHICAGO 7
8 STEP 4: You will be prompted to set up a new User ID and password. LOYOLA UNIVERSITY CHICAGO 8
9 STEP 5: Log in using your new User ID and password. LOYOLA UNIVERSITY CHICAGO 9
10 STEP 6: The User Agreement must be accepted by (1) checking the box at the bottom of the Opening Screen and (2) clicking the I Accept button. LOYOLA UNIVERSITY CHICAGO 10
11 GENERAL ACCOUNTING PART II: CREATING YOUR PROFILE Nonresident Alien Tax Compliance
12 STEP 1: Select Create/Update/View my Individual Record. Then click Next. LOYOLA UNIVERSITY CHICAGO 12
13 STEP 2: Choose your employment type. Please do not select Guest Speaker, Lecturer, Presenter, Consultant, Performer, Industrial Royalty Recipient, Copyright Royalty Recipient, or Other. These are for Financial Services use only. Then click Next. LOYOLA UNIVERSITY CHICAGO 13
14 STEP 3: Choose the type of payments that you will receive. Compensation/Wages includes all payment types (salary, hourly, stipends, awards). No Income includes courtesy appointments and visiting scholars without salary. Then click Next. LOYOLA UNIVERSITY CHICAGO 14
15 STEP 4: Enter your Personal Information: Name, address, SSN/ITIN, Foreign Tax ID (if applicable), LID LOYOLA UNIVERSITY CHICAGO 15
16 NOTE: If you do not have a U.S.-issued SSN or ITIN, please contact the Office of International Programs in order to apply for one. If you have not yet received your SSN, you will need to log in and enter the SSN once you receive it. LOYOLA UNIVERSITY CHICAGO 16
17 STEP 5: Enter the US address where you currently live. If you do not have a US address, check the box I DO NOT currently live in the U.S./ I DO NOT have a U.S. mailing address Then click Next. LOYOLA UNIVERSITY CHICAGO 17
18 STEP 6: Enter your permanent foreign address. You must include your address OUTSIDE of the US. This can be the address of a parent or relative, if applicable. Then click Next. LOYOLA UNIVERSITY CHICAGO 18
19 STEP 7: Select your country of Citizenship/Tax Residency from the dropdowns. Please do not select the United States. If your Country of Citizenship and Tax Residence are not the same, your account will be placed on Hold and you will receive further instructions. Then click Next. LOYOLA UNIVERSITY CHICAGO 19
20 GENERAL ACCOUNTING PART III: ENTERING YOUR IMMIGRATION INFORMATION Nonresident Alien Tax Compliance
21 STEP 1: If you are on an F-1, J-1 or H1-B, select the institution that sponsored your immigration status. This can be found on your I-20 (Certificate of Eligibility for Nonimmigrant Student Status issued by F-1 Sponsors), DS-2019 (Certificate of Eligibility issued by J-1 sponsors) or Form I-797 (H1-B). Then select your immigration status from the dropdown. Then click Next. LOYOLA UNIVERSITY CHICAGO 21
22 STEP 2: ORIGINAL DATE OF ENTRY: Enter the arrival date from your current visa. DATE PERMISSION TO STAY: Enter the expiration date from your current immigration status. DEPARTURE DATE: Enter the approximate date you will permanently leave the US (not including vacations). Then click Next. LOYOLA UNIVERSITY CHICAGO 22
23 STEP 3: If your immigration status has not changed since you entered the US, select the first option. If your immigration status has changed since you entered the US, select the second option. Then click Next. LOYOLA UNIVERSITY CHICAGO 23
24 STEP 4: If you indicated on the previous screen that your immigration status has changed since you entered the US for your current purpose, this screen will appear. Enter your previous immigration information here. LOYOLA UNIVERSITY CHICAGO 24
25 STEP 5: Enter the number of days you were outside the US since the arrival date of your current visa. Note: do not enter 0 in the days not present box. LOYOLA UNIVERSITY CHICAGO 25
26 STEP 6: If you have previously visited the US under any visa type, click the button I have previously visited the U.S. and use the dropdowns to indicate year, immigration status and number of days you were present. Note: This is an important step for determining your substantial presence test. LOYOLA UNIVERSITY CHICAGO 26
27 STEP 7: If you need to make any changes to your Tax Residency Status Summary page, click the Back button and make the necessary adjustments. Note: Please review this screen for accuracy. Then click Next. LOYOLA UNIVERSITY CHICAGO 27
28 GENERAL ACCOUNTING PART IV: TAX WITHHOLDING AND TAX TREATY EXEMPTIONS Nonresident Alien Tax Compliance
29 STEP 1: Glacier will review the information and determine tax withholding and possible Tax Treaty Exemptions. Click Next. LOYOLA UNIVERSITY CHICAGO 29
30 OPTIONAL STEP: TAX WITHHOLDING VERIFICATION Certain income tax treaties allow individuals to claim additional withholding allowances for spouse and dependents. These countries are: 1. India (students only) 2. Republic of South Korea 3. Mexico 4. Canada These individuals will be asked to provide their marital status and number of dependents. LOYOLA UNIVERSITY CHICAGO 30
31 INDIA (STUDENTS ONLY): Enter Marital Status and Dependents. Then click Next. LOYOLA UNIVERSITY CHICAGO 31
32 REPUBLIC OF SOUTH KOREA Enter Marital Status and Dependents. Then click Next. LOYOLA UNIVERSITY CHICAGO 32
33 CANADA Enter Marital Status and Dependents. Then click Next. LOYOLA UNIVERSITY CHICAGO 33
34 MEXICO Enter Marital Status and Dependents. Then click Next. LOYOLA UNIVERSITY CHICAGO 34
35 STEP 2: TAX TREATY EXEMPTION: Glacier will determine whether you are eligible for a tax treaty exemption. You will get one of three results: Scenario A: No tax treaty exemption Scenario B: Possible tax treaty exemption Scenario C: Tax treaty exemption LOYOLA UNIVERSITY CHICAGO 35
36 SCENARIO A: NO TAX TREATY EXEMPTION Glacier determines you are not eligible for a tax treaty exemption. Scenario A: No tax treaty exemption LOYOLA UNIVERSITY CHICAGO 36
37 SCENARIO B: POSSIBLE TAX TREATY EXEMPTION Glacier determines you are possibly eligible for a tax treaty exemption. You will be notified by General Accounting if you are eligible for a tax treaty and will be provided next steps. Scenario B: Possible tax treaty exemption LOYOLA UNIVERSITY CHICAGO 37
38 SCENARIO C: ELIGIBLE FOR TAX TREATY EXEMPTION Glacier determines you are eligible for a tax treaty exemption. Scenario C: Eligible for Tax Treaty Exemption Select Yes to claim the treaty or No to reject the treaty. Then click Next. LOYOLA UNIVERSITY CHICAGO 38
39 IF YOU ANSWERED YES TO CLAIM TAX TREATY EXEMPTION: Enter your passport information, job title and total estimated compensation you expect to receive for the entire calendar year. Then click Next. LOYOLA UNIVERSITY CHICAGO 39
40 STEP 3: TAX RESIDENCY STATUS: Glacier will notify you if you are a Resident Alien for Tax Purposes. This means that you are taxed the same way as a U.S. Citizen. You will be asked to fill out Form W-4 and IL W-4 for Federal and Illinois income tax purposes. LOYOLA UNIVERSITY CHICAGO 40
41 STEP 4: TAX SUMMARY REPORT: Glacier will provide a Tax Summary Report that will provide your tax treaty details, tax residency status, FICA tax status, and the forms and documents required to complete the process. LOYOLA UNIVERSITY CHICAGO 41
42 STEP 5: STATE WITHHOLDING SELECTION: You are required to provide the number of exemptions/withholding allowances for Illinois tax purposes. Unless you are from India (students only), Republic of South Korea, Canada, or Mexico, you should only enter zero or one. You may also elect additional tax to be withheld in the Additional Withholding amount, if any box. LOYOLA UNIVERSITY CHICAGO 42
43 STEP 6: VIEW AND PRINT FORMS: Click Print Forms. Print the packet, sign and return it to the contact listed in the packet. If you have any questions on the forms, please NRA- LOYOLA UNIVERSITY CHICAGO 43
44 STEP 7: FINISHING AND SAVING YOUR RECORD: Sign all the forms in your Tax Summary packet and submit along with copies of all the required documentation including but not limited to I-94 departure record, Visa sticker/stamp in passport, and immigration paperwork. These can be mailed, intercampus mailed or dropped off to Lewis Towers, 13 th floor. DO NOT . LOYOLA UNIVERSITY CHICAGO 44
45 STEP 8: EXIT GLACIER Click Exit. LOYOLA UNIVERSITY CHICAGO 45
46 IF YOUR IMMIGRATION STATUS CHANGES: Change in Visa type (F 1/J 1/H 1B) Obtain Green Card (Permanent Resident Alien card) Extends expired visa You will receive a notification through the GLACIER System to enter updated immigration information online LOYOLA UNIVERSITY CHICAGO 46
47 WHAT IF I DO NOT SUBMIT FORMS AND DOCUMENTS? LOYOLA UNIVERSITY CHICAGO 47
48 If you do not complete the information in GLACIER and/or submit the required forms and documents, the maximum amount of tax will be withheld from all payments. Federal and State Tax FICA (unless student exception applies) No refunds LOYOLA UNIVERSITY CHICAGO 48
49 CONTACT INFO Shannon Seay, Senior Tax Analyst Extension Brigid Smith, Senior Accountant bsmith13@luc.edu Extension LOYOLA UNIVERSITY CHICAGO 49
Glacier Employee View The Glacier Administrator for the department will enter the name and of the employee into Glacier.
Glacier Employee View The Glacier Administrator for the department will enter the name and email of the employee into Glacier. The employee will receive an email from Glacier providing them with the login
Glacier Vendor View The Glacier Administrator for the department will enter the name and of the vendor into Glacier.
Glacier Vendor View The Glacier Administrator for the department will enter the name and email of the vendor into Glacier. The vendor will receive an email from Glacier providing them with the login information.
3. On the login screen, click the Login Now link or the system logo.
Overview For payments made to a foreign national, Harvard University utilizes a third-party system, called GLACIER Online Tax Compliance System, to calculate the tax withholding. This document provides
Glacier Quick Guide. You will receive an similar to the one below. Please read and follow the directions
Glacier Quick Guide You will receive an email similar to the one below. Please read and follow the directions Website from link in email Copy login information from email Create your own login information
International Students and Scholars Nonresident Tax Orientation. February 14, 2018
International Students and Scholars Nonresident Tax Orientation February 14, 2018 Nonresident Tax Orientation Agenda General Overview of U.S. Tax and Tax Forms Items subject to tax NRA Documentation Requirements
Glacier Guide for Departments, v. 3.3 Page 1 GLACIER ONLINE NONRESIDENT ALIEN TAX COMPLIANCE SYSTEM. Glacier Guide for Departments
Glacier Guide for Departments, v. 3.3 Page 1 GLACIER ONLINE NONRESIDENT ALIEN TAX COMPLIANCE SYSTEM Glacier Guide for Departments All Glacier-related documents & forms are available in electronic format.
Employees: Employees may only access and complete Glacier after their arrival in the US.
Administrator 3 View General Information and Getting Started Administrator is the term Glacier uses to describe departmental level access. The Payroll Office will provide Administrator 3 access to the
Glacier User FAQs. 3. I forgot my login information? How can I obtain this? Is it mandatory that I complete Glacier?... 3
Glacier User FAQs 1. I received an e-mail from support@online-tax.net instructing me to log in to Glacier. What is Glacier? Why have I been asked to complete a Glacier record?... 2 2. I can t access Glacier.
Foreign National Tax Responsibilities
1 Cali California State University, Sacramento Foreign National Tax Responsibilities 2 What is FNIS? Foreign National Information System (FNIS) is a web-based, data-entry software application used to analyze
Receiving payments in the U.S. Angela Gwinn
Receiving payments in the U.S. Angela Gwinn Payroll Payroll Department is part of the Office of Human Resources. 720 University Place, 2 nd floor in Evanston Abbott Hall, 8 th floor in Chicago 1071532
Welcome to Tax Filing Information for International Students and Scholars
Welcome to Tax Filing Information for International Students and Scholars Presented by Office of International Student & Scholar Services Florida Institute of Technology DISCLAIMER ISSS staff are not licensed
PAYROLL SERVICES Presents: OVERVIEW OF RESIDENCY FOR TAX PURPOSES
PAYROLL SERVICES Presents: OVERVIEW OF RESIDENCY FOR TAX PURPOSES Is Residency for tax purposes a choice? NO We do not get to choose residency for tax purposes 6/11/2009 2 Objectives Understand the rules
Financial Accounting & Reporting. Foreign National Tax Responsibilities
Foreign National Tax Responsibilities What is FNIS? Foreign National Information System (FNIS) is a web based, data entry software application used to analyze tax status, determine treaty eligibility,
2017 Tax Return Overview for International Students
2017 Tax Return Overview for International Students This quick guide is provided for international students to become familiar with U.S. Tax return filings. Tax returns are due April 17, 2018 for students
NEW VENDOR REQUEST NEW VENDOR INFORMATION INTERNATIONAL VENDOR REQUEST INDIVIDUAL
INTERNATIONAL VENDOR REQUEST INDIVIDUAL NEW VENDOR REQUEST This form, in conjunction with the attached taxpayer identification document, must be completed to add a new vendor to our accounting software
University of Utah Payments to Non Resident Aliens
University of Utah Payments to Non Resident Aliens Nonresident Alien Visitors Non-Employee Payments Visa Types: B-1 Business visitor B-2 Tourist visitor WB Business visitor (through visa waiver program)
Princeton University International Undergraduate Student Tax Compliance Overview. Presented By Karen Murphy-Gordon September 2, 2011
Princeton University International Undergraduate Student Tax Compliance Overview Presented By Karen Murphy-Gordon September 2, 2011 Agenda Who we are and what we do What is expected of you How you are
Non-Resident Tax Workshop February 28, 2013 UTSA, Business Building Room Presented by:
Non-Resident Tax Workshop February 28, 2013 UTSA, Business Building Room 2.06.04 Presented by: Christine Bodily, Payroll Department, 458-4283 Christine.Bodily@utsa.edu Cherilyn Patteson, Office of International
If you do not have all of the above forms, please call Junn De Guzman at (732)
To: Non-Resident Aliens Requesting Special Tax Treatment From: Junn De Guzman, Sr. Accountant Payroll Department Date: December 31, 2011 Re: Requirements for Tax Benefits for Calendar Year 2012 Enclosed
RULES GOVERNING PAYMENT PROCESSING FOR FOREIGN NATIONALS
RULES GOVERNING PAYMENT PROCESSING FOR FOREIGN NATIONALS PAYMENT ELIGIBILITY Eligibility to receive specific types of payments is determined by the foreign national s visa status https://www.obfs.uillinois.edu/obfshome.cfm?path=foreignsecure
FOREIGN NATIONAL TAX PROCEDURES GUIDE FOR DEPARTMENTS. Document created and modified by Financial Services Revised February 8, 2018
FOREIGN NATIONAL TAX PROCEDURES GUIDE FOR DEPARTMENTS Document created and modified by Financial Services Revised February 8, 2018 Table of Contents Pages Introduction 1 Definition of Terms 2-5 Frequently
UNIVERSITY OF DAYTON NONRESIDENT ALIEN TAX GUIDE CONTENTS COMMON VISA TYPES AND THEIR TREATMENTS
UNIVERSITY OF DAYTON NONRESIDENT ALIEN TAX GUIDE CONTENTS I. RESPONSIBILITIES II. III. IV. SOCIAL SECURITY NUMBER REQUIREMENT DEFINITIONS TAX TREATIES V. PAYMENTS TO NONRESIDENT ALIENS VI. COMMON VISA
Princeton University International Graduate Student Tax Compliance Overview. Presented By Karen Murphy-Gordon September 9, 2011
Princeton University International Graduate Student Tax Compliance Overview Presented By Karen Murphy-Gordon September 9, 2011 Agenda Who we are and what we do What is expected of you How you are paid
Tax Information for Foreign National Students, Scholars and Staff
Information for Foreign National Students, Scholars and Staff I. Introduction For federal income tax purposes, foreign national students and scholars are categorized in one of two ways: Nonresident alien
Tax Information for Foreign National Students, Scholars and Staff
Information for Foreign National Students, Scholars and Staff I. Introduction For federal tax purposes, foreign national students and scholars are categorized in one of two ways: Nonresident alien for
NONRESIDENT ALIEN TAX COMPLIANCE. A Policy and Procedure Manual. University of Nevada Reno (UNR) Nonresident Alien Tax Specialist Kellie Grahmann
NONRESIDENT ALIEN TAX COMPLIANCE A Policy and Procedure Manual University of Nevada Reno (UNR) Nonresident Alien Tax Specialist Kellie Grahmann CONTENTS Nonresident Alien Tax Compliance Summary Taxation
Payments Made to Nonresident Aliens
Payments Made to Nonresident Aliens A Policies and Procedures Manual This Procedures for Payments Made to Nonresident Aliens guide was prepared by Arctic International LLC in connection with Occidental
International Student Taxes
International Student Taxes Information compiled by International Student Services (ISS) Important Disclaimer! ISS staff members are NOT Tax Professionals or Certified Public Accountants. ANY ADVICE IN
Nonresident Alien Federal Tax Workshop
Nonresident Alien Federal Tax Workshop Using GLACIER Tax Prep (GTP) as a tool for self-preparation of 2017 Federal Income Tax Return (Form 1040NR or Form 1040NR-EZ) and Form 8843, Payroll Tax Workshop
I. Policy: All other University Finance policies and procedures apply in addition to those stated in this document.
Page 1 of 5 Subject: Applies to: Payments to Foreign Nationals (except salary/wage payments) For information regarding Employment of Foreign Nationals please see Personnel Policy 124: http://www.rochester.edu/working/hr/policies/pdfpolicies/124.pdf.
Vendor Set-Up Process
Vendor Set-Up Process Office of the Controller April 26, 2018 Karen Kittredge, Manager, Policy and Business Process Teri DeLeon, Procure to Pay Manager Sharon Henry-Bell, Accounts Payable Operations Supervisor
WINDSTAR: Foreign National Tax Resource User Guide
International Center 20 Sawyer Avenue, Medford, MA 02155 I TEL: 617.627.3458 I FAX: 617-627.6076 internationalcenter@tufts.edu I http://ase.tufts.edu/icenter Tax Return Resource for Returning Users WINDSTAR:
Non-Resident Alien Frequently Asked Questions
Materials Management: Payroll Time and Attendance Unit Non-Resident Alien Frequently Asked Questions TAX FILING: DO I NEED TO FILE / WHEN DO I FILE? What happens if I fail to file my taxes? If you owe
International Student Taxes. Information compiled by International Student Services
International Student Taxes Information compiled by International Student Services International Student Taxes The Basics Specific Tax Scenarios What You Can Do Now Resolving Tax Issues Top Ten Tax Myths
Non U.S. Resident Taxes (NRA) University of Washington Student Fiscal Services
Non U.S. Resident Taxes (NRA) University of Washington Student Fiscal Services 1 Agenda U. S. Source of Income Scholarships Fellowships Tuition Waivers Prizes Stipends Social Security Number Tax Related
Nonresident Alien Tax Issues: Why?
Taxation Issues: Nonresident Aliens Judy Todd & Tammy Childress Nonresident Alien Tax Issues: Why? Nonresident Alien s (NRA s) have higher tax liability Payor is liable for taxes, interest, and penalties
RUTGERS POLICY. Responsible Executive: Senior Vice President for Finance and Administration
RUTGERS POLICY Section: 40.2.5 Section Title: Fiscal Management Policy Name: Policies and Procedures for Payment for Intellectual Property, Honoraria or other Miscellaneous Services, and Payments to Nonresident
Page 1 of 6 UC Santa Barbara Policy 5145 Policies Issuing Unit: Administrative Services Date: May 1, 1985 I. REFERENCES: Under Revision Contact Accounting PAYMENTS TO ALIENS A. U.S. Tax Reform Act of 1984,
Seminar NONRESIDENT EMPLOYEE TAX COMPLIANCE Revised October 31, 1996
Seminar NONRESIDENT EMPLOYEE TAX COMPLIANCE Revised October 31, 1996 Presented by Donna K. Torres and Patrice H. Gremillion Louisiana State University & A&M College Office of Accounting Services, Payroll
TAX GUIDE FOR FOREIGN VISITORS. Anne E. Davenport, CPA October 2012
TAX GUIDE FOR FOREIGN VISITORS FOR USE BY: All Employees and Students Anne E. Davenport, CPA October 2012 Updated June 24, 2016 Table of Contents Introduction...1 Section 1: Definition of Terms...2 1.1
HCM Specialists User Group. May 10, 2018
HCM Specialists User Group May 10, 2018 Agenda Resource updates Hiring Payroll Transfers Terminations Payments to International Students/Scholars 2 3 Resource Updates Updated Resources Available 4 www.vanderbilt.edu
Office of International Services TAX WORKSHOP. Tax preparation for International Students and Scholars Tax Year 2018
Office of International Services TAX WORKSHOP Tax preparation for International Students and Scholars Tax Year 2018 Office of International Services OVERVIEW Introductions What are Taxes? Tax Forms Sprintax
Payments to Non-Resident Aliens
Payments to Non-Resident Aliens Finance and Administration Financial Operations The Office of Disbursements Who Is a Non-Resident Alien? Index Why Are Payments to Non-Resident Aliens Subject to Tax Withholding?
Foreign Student and Scholar Volunteer Tax Return Preparation. VITA Training 1
Foreign Student and Scholar Volunteer Tax Return Preparation VITA Training 1 e-learning Options & Understanding Taxes Website http://www.irs.gov/app/understandingtaxes/index.jsp VITA Training 2 Foreign
U.S. Income Tax Workshop for Foreign Students & Scholars Rice University Office of International Students & Scholars February 22, 2017 Presented by
U.S. Income Tax Workshop for Foreign Students & Scholars Rice University Office of International Students & Scholars February 22, 2017 Presented by Crystal C. Gates, Tax Principal Kelley C. Heng, Tax Supervisor
Nonresident Alien Tax Compliance
www.arcticintl.com ARCTIC INTERNATIONAL LLC Nonresident Alien Tax Compliance A Closer Look The Who, What When, How and Why... NACUBO Tax Forum 2013 Who... is required to withhold and report?... is a Nonresident
Frequently Asked Tax Questions 2018 Tax Returns
Frequently Asked Tax Questions 2018 Tax Returns Q. When is my tax return due? A. 2018 Federal (U.S. government) tax returns are due by April 15, 2019. State of Iowa tax returns are due by May 1, 2019.
FOREIGN NATIONALS TAX COMPLIANCE TRAINING Foreign Nationals Tax Compliance
FOREIGN NATIONALS TAX COMPLIANCE TRAINING 2015 Foreign Nationals Tax Compliance March 19, 2015 Presenters Jennifer Trivette Pacheco OSC s Foreign Nationals Tax Compliance Program Michelle Anderson NCSU
INVITING & PAYING AN HONORARIUM TO A FOREIGN NATIONAL FOR ACADEMIC ACTIVITIES AT THE UW
INVITING & PAYING AN HONORARIUM TO A FOREIGN NATIONAL FOR ACADEMIC ACTIVITIES AT THE UW Name of Foreign National: Title of Activity: Date of Activity: Notes: Pre-arrival planning: Finalize the activity
Basic Tax Information for F and J Immigration Status
1 Basic Tax Information for F and J Immigration Status International Student Services Who Should Be Here Today If you were not in the USA during 2009, you do not need to file taxes until next year. You
BASIC TAX WORKSHOP FOR INT L STUDENTS. Tax Information Session for MIT International Students in Non-Resident Status for Tax Purposes March 2017
BASIC TAX WORKSHOP FOR INT L STUDENTS Tax Information Session for MIT International Students in Non-Resident Status for Tax Purposes March 2017 MIT International Students Office & Office of the Vice President
Table of Contents. Table of Contents 1. AP Information 2. Foreign Nationals Definitions 3-4. Policy Overview 5. What to Ask 6 10
Table of Contents Table of Contents 1 AP Information 2 Foreign Nationals Definitions 3-4 Policy Overview 5 What to Ask 6 10 Example Documents 11 14 Papers, Papers, and More Papers 15 Payment Information
Tax Workshop for Foreign Nationals Preparing 2018 Forms Douglas Kelley
Tax Workshop for Foreign Nationals Preparing 2018 Forms Douglas Kelley Guest Lecturer Lamden School of Accountancy San Diego State University 1 Before we begin Filing taxes means submitting tax forms (or
Viewing and Updating W-4 Information in Drexel One
Please Note: These instructions are intended to provide employees with basic information required to access and update W-4 federal tax withholding setup. The screen shots are provided for general reference
FOREIGN VISITOR TAX GUIDE
FOREIGN VISITOR TAX GUIDE University of Missouri-St. Louis The Foreign Visitor Tax Guide (Rev February 2017) is consistent with UMSL s policies and procedures for making payments to nonresident aliens.
Volunteer Income Tax Assistance (VITA) Session 2015 Tax Year GA Form 500
Volunteer Income Tax Assistance (VITA) Session 2015 Tax Year GA Form 500 Controller s Office International Student and Scholar Services Disclosure The Volunteer Income Tax Assistance (VITA) Program is
Foreign National Taxation and Compliance Guide October 2002 Revised May 2008
Foreign National Taxation and Compliance Guide October 2002 Revised May 2008 American University Payroll Office Mailing Address: 4400 Massachusetts Ave. NW Washington, D.C. 20016-8054 Office Location:
Instructions for Form W-7
Instructions for Form W-7 (January 2010) Application for IRS Individual Taxpayer Identification Number Department of the Treasury Internal Revenue Service Section references are to the Internal Revenue
Webinar Tax Treatment for Scholarships and Fellowships
1 Financial Management Office May 1, 2014 Updated as of 5/16/2014 Webinar Tax Treatment for Scholarships and Fellowships 2 Webinar Instructions Web conference login: URL: http://www.hawaii.edu/halawai/login.htm
Nonresident Alien Tax Compliance Workshop Comprehensive Overview and Update of the Issues
Day One: Monday October 17, 2016 Comprehensive Overview and Update of the Issues 8:00 8:30 Registration 8:30 8:45 Welcome, Introduction and Workshop Goals 8:45 10:30 Getting Started: An Overview of the
INTERNATIONAL STUDENTS TAX WORKSHOP 2018
INTERNATIONAL STUDENTS TAX WORKSHOP 2018 INTRODUCTORY ITEMS Did you have health insurance you purchased from the Health Insurance Marketplace? INTRODUCTORY ITEMS Entered the U.S. in 2018? What country
STUDENT EMPLOYMENT FORMS PACKET
STUDENT EMPLOYMENT FORMS PACKET FOR INTERNATIONAL STUDENTS THE GW Center for Career Services Marvin Center Suite 505 Student employment questions? E-mail us at gwse@gwu.edu This packet contains: Federal
Volunteer Income Tax Assistance (VITA) Session 2017 Tax Year Georgia Form 500 with Form 1040NR
Volunteer Income Tax Assistance (VITA) Session 2017 Tax Year Georgia Form 500 with Form 1040NR Controller s Office International Student and Scholar Services Disclosure The Volunteer Income Tax Assistance
Payroll for U.S. Employees Abroad and Aliens in the U.S. Charlotte N. Hodges, CPP August 23, 2014
Payroll for U.S. Employees Abroad and Aliens in the U.S. Charlotte N. Hodges, CPP August 23, 2014 Federal Income Tax Withholding 14.1-1 U.S. citizens & resident aliens are subject to income tax withholding
U.S. Income Tax Workshop for Foreign Students & Scholars Rice University Office of International Students & Scholars February 25, 2016 Presented by
U.S. Income Tax Workshop for Foreign Students & Scholars Rice University Office of International Students & Scholars February 25, 2016 Presented by Crystal C. Gates, Tax Principal Kelley C. Heng, Tax Supervisor
Procedures for Payments Made to or on Behalf of International Students, Visitors and Vendors
Procedures for Payments Made to or on Behalf of International Students, Visitors and Vendors General Information All payments made to or on behalf of an international visitor, student orvendor have potential
Payments to Foreign Nationals. March 9, 2015
Payments to Foreign Nationals March 9, 2015 Workshop Presenters Kelly Sellers University Payroll and Benefits Assistant Payroll Manager Kami Van Bellehem University Payroll and Benefits Payroll Specialist
TAX POLICY AND PROCEDURE GUIDE FOR INCOME PAYMENTS TO ALIEN INDIVIDUALS
TAX POLICY AND PROCEDURE GUIDE FOR INCOME PAYMENTS TO ALIEN INDIVIDUALS Revised as of November 2007 University of Alabama at Birmingham Revision Date: November 2007 PREFACE The Tax Policy and Procedure
Employment of H-2A Workers Employer Federal Withholding Requirements/ H-2A Worker Federal Income Tax Filing Requirements
Employment of H-2A Workers Employer Federal Withholding Requirements/ H-2A Worker Federal Income Tax Filing Requirements The guidance provided in this document pertains to federal tax implications only.
AGENDA TIME TOPIC PRESENTER. 10am- 10:20am Introduc1on & Overview Kate Zheng
1 AGENDA 2 TIME TOPIC PRESENTER 10am- 10:20am Introduc1on & Overview Kate Zheng 10:20am- 11:10am Visa Type Employment Eligibility Q&A Interna'onal Center Linda Kentes Michael Olech Interna'onal Center
U.S. Income Tax for Foreign Students, Scholars and Teachers. Arthur R. Kerr II Vacovec Mayotte & Singer LLP
U.S. Income Tax for Foreign Students, Scholars and Teachers Arthur R. Kerr II Vacovec Mayotte & Singer LLP 617-964-0500 akerr@vacovec.com Are You Resident or Nonresident? Residence for tax purposes not
OFFICIAL POLICY. Policy Statement
OFFICIAL POLICY 9.1.7 Resident Alien vs Nonresident Alien Status 2/8/16 Policy Statement. This handout is intended as a general guide on residence status for tax purposes. Please note that there are significant
TAX FILING FOR STUDENTS AND SCHOLARS 101. Columbus Community Legal Services
TAX FILING FOR STUDENTS AND SCHOLARS 101 Columbus Community Legal Services INTRODUCTION Who are we? Part of the Catholic University of America s Columbus School of Law Columbus Community Legal Services
U.S. Nonresident Alien Income Tax Return. Of what country were you a citizen or national during the tax year?
1040NR U.S. nresident Alien Income Tax Return OMB. 1545-0089 2002 Form For the year January 1 December 31, 2002, or other tax year Department of the Treasury Internal Revenue Service beginning, 2002, and
Nonresident Aliens. Resident Alien. Are you a resident alien? Filing Your 2017 Minnesota Income Tax and Property Tax Refund Returns
Nonresident Aliens Filing Your 2017 Minnesota Income Tax and Property Tax Refund Returns Resident Alien Are you a resident alien? A resident alien is generally taxed in the same way as U.S. citizens You
TRAVEL PORTAL INSTRUCTIONS
TRAVEL PORTAL INSTRUCTIONS Date: June 22, 2018 Version: Version 3.1 Prepared By: Berkley Canada Table of Contents 1 ACCESSING THE PORTAL... 3 1.1 LOGIN & LOGOUT... 3 1.2 RESET YOUR PASSWORD... 3 2 THE
Making an Online Payment
You may make your annual or monthly assessment payments through your Association's website using e-check (free) or credit card (processing fees may apply). Note: You must register for access to your Association's
Graduate School Tax Assistance Program (TAP) for Graduate Students 2016 Tax Year
2123 Lee Building 7809 Regents Drive College Park, MD 20742-5121 Tel (301) 405-0358 Fax (301) 314-9305 www.gradschool.umd.edu Graduate School Tax Assistance Program (TAP) for Graduate Students 2016 Tax
FOREIGN NATIONAL PAYMENT GUIDE
FOREIGN NATIONAL FOREIGN NATIONAL PAYMENT GUIDE PAYMENT GUIDE May-2018 UNIVERSITY OF PENNSYLVANIA Contents Chapter 1: Foreign National Payment Guide... 3 1.1 Visa Matrix... 3 Chapter 2: Nonresident New
Tax Workshop for Foreign Nationals Preparing 2018 Forms Douglas Kelley
Tax Workshop for Foreign Nationals Preparing 2018 Forms Douglas Kelley Guest Lecturer Lamden School of Accountancy San Diego State University Before we begin Filing taxes means submitting tax forms (or
The United States Government defines an alien as any individual who is not
The United States Government defines an alien as any individual who is not a U.S. citizen or U.S. national. A nonresident alien is an alien who has not passed the green card test or the substantial presence
PriceMyLoan.com Broker s Guide. Revision 0705
PriceMyLoan.com Revision 0705 PriceMyLoan Introduction... 3 Create a New File... 4 Upload a Fannie Mae File... 5 Upload a Calyx Point File... 5 Loan Request Interface... 6 Loan Officer Info... 6 Credit
FAIRFIELD PUBLIC SCHOOLS. Munis Self Service
FAIRFIELD PUBLIC SCHOOLS Munis Self Service Employee Self Service User Guide Version 10.5 https://fairfieldboe.munisselfservice.com/default.aspx LOG IN: Username: first initial, last name, last 4 of your
User Guide for Students
User Guide for Students Version 1.0 Date : 8 th Dec 2014 2 User Guide for Students Table of Contents 1. Introduction... 3 2. Getting Started... 3 2.1. Prerequisites... 3 2.2. How to access Course Pack
TAX POLICY AND PROCEDURE GUIDE FOR PAYMENTS TO ALIEN INDIVIDUALS
TAX POLICY AND PROCEDURE GUIDE FOR PAYMENTS TO ALIEN INDIVIDUALS Revised as of July 2017 University of Alabama at Birmingham PREFACE The Tax Policy and Procedure Guide for Income Payments to Alien Individuals
Decision Power Express SM Training Module I. Accessing eport
Decision Power Express SM Training Module I Accessing eport Confidentiality / Non-Disclosure Confidentiality, non-disclosure, and legal disclaimer information The contents of this Decision Power Express
SUBJECT: Payments to Nonresident Aliens
Number 43 UNIVERSITY OF MAINE SYSTEM Issue 1 Page 1 of 2 Date 1/18/02 ADMINISTRATIVE PRACTICE LETTER INTRODUCTION SUBJECT: Payments to Nonresident Aliens United States tax law requires the University of
Oracle Banking Digital Experience
Oracle Banking Digital Experience Auto Loans Originations User Manual Release 17.2.0.0.0 Part No. E88573-01 July 2017 Auto Loans Originations User Manual July 2017 Oracle Financial Services Software Limited
West Chester University. Taxation Issues Nonresident Aliens
West Chester University Taxation Issues Nonresident Aliens Agenda Tax Compliance Issues Nonresident aliens (NRA) o Vendor Payments o Scholarships o Tuition Waivers o Prizes o Stipends Tax related Forms
Federal Tax Information Session For International Scholars
Federal Tax Information Session For International Scholars Agenda Tax Basics Forms You RECEIVE Forms You COMPLETE Tax Residency Status Tax Filing Information for Non-residents Treaty Information Filling
Overview of Taxation for Students
Overview of Taxation for Students Disclaimer This session has been created under the premises of the Volunteer Income Tax Assistance Program (VITA), a program of the Internal Revenue Service. In offering
Update Tax Withholdings
NYS Payroll Online Office of the NYS Comptroller 110 State Street, Albany, NY 12236 osc.state.ny.us/payroll/nyspo.htm Update Tax Withholdings One of the most exciting features of NYS Payroll Online is
New Employee Welcome Letter and Orientation Checklist
Lafayette DQ Restaurants P.O. Box 302 Delphi, IN 46923 Phone: (765) 447-1089 Fax: (765) 535-5001 New Employee Welcome Letter and Orientation Checklist Welcome to the DQ family! In order to start training
FOUNDATIONS IN UNIVERSITY FINANCE UNIVERSITY TAX
FOUNDATIONS IN UNIVERSITY FINANCE UNIVERSITY TAX University Tax Cassandra Franks Director, University Tax Services Financial Management Services Participant Outcomes Recognize when payment situations have
Americans Living Abroad. 61 Tax Questions you should know.
Americans Living Abroad 61 Tax Questions you should know 1 General FAQs 1. I m a U.S. citizen living and working outside of the United States for many years. Do I still need to file a U.S. tax return?
Volunteer Income Tax Assistance 2016 Tax Year GA Form 500 with Form 1040NR
Volunteer Income Tax Assistance 2016 Tax Year GA Form 500 with Form 1040NR Controller s Office International Student and Scholar Services Disclosure Tax year 2016 The Volunteer Income Tax Assistance (VITA)
PLEASE PRESS *6 ON YOUR PHONE TO MUTE
Immigration Services Year End Tax Presentation December, 2011 PLEASE PRESS *6 ON YOUR PHONE TO MUTE Please Note the Following To listen to the session Call 508-856-8222 at the prompt enter the Participant
User Guide. Log in to ecoi. Getting Started. Personal Consideration. Annual Certification (once per year) Disclosure Reports. ecoi Home Page.
User Guide Log in to ecoi Getting Started Personal Consideration Annual Certification (once per year) Disclosure Reports (submit or update as needed) ecoi Home Page Contacts ecoi is an electronic disclosure
Taxability of Prizes and Awards President s Engagement Prizes. December 9, Office of the Comptroller
Taxability of Prizes and Awards President s Engagement Prizes December 9, 2015 1 Disclaimer The University is not permitted to provide personal tax advice. This presentation is an overview of what to expect.
2012 Non-Resident Alien Tax Filings
2012 Non-Resident Alien Tax Filings Spring 2013 The Colorado College Business Office OMIS Overview of the U.S. Income Tax System Your employer withholds from your earnings an estimate of what your federal