UW System Home > Financial Administration

General Information

• IRS.gov
• IRS Federal, State, and Local Governments
• Wisconsin Department of Revenue Portal
• UW-Madison Tax Compliance Policy and Procedures

1098 - Tax Benefits for Education

• 1098-T and 1098-E Tax Reporting

1099/1042-S - Tax Information Reporting

• Vendor and Voucher Entry Working with 1099 and 1042S Transactions
• Instructions for Processing 1099 and 1042S Records
• IRS E-services On-line Name/TIN Matching Program
• Institution Card Programs - 1099-K FAQs
• Reporting Template - 1099-K
• Tax Related Documents Flowchart
• Wisconsin Tax Requirements Relating to Nonresident Entertainers

Levies

• Vendor Levy Procedures

Sales & Use/Tax Exempt

• Sales and Use Tax Policy
• U.S. States' Sales and Use Tax Exemptions (login to UWTravelWIse > Before You Go > Travel Process Guidelines > Sales Tax Exemption > Obtaining Sales Tax Exemption from Other States
• State of Wisconsin Sales and Use Tax Exemptions (login to UWTravelWIse > Before You Go > Travel Process Guidelines > Sales Tax Exemption > Obtaining Wisconsin Sales Tax Exemption

W-2 Tax Reportable Fringes

• W-2 Reportable Fringes Processing
• Relocation (Household Moves) and Temporary or Indefinite Work Assignments
• Moving Expense Template
• Taxable Fringe Benefit Guide