Tax Information Tab

Purchasing/Accounts Payable > Purchasing / Accounts Payable Transaction Documents > Payment Request > Document Layout

Tax Information Tab

The Tax Information tab is displayed only when the PREQ is routed to the Tax Manager. This tab allows the tax manager to review and change tax information.

Tax Information tab field definitions

Title	Description
Country	Required if the Income Class entry is Fellowship or Independent Contractor. No entry is allowed if the Income Class entry is Non-Reportable. The nonresident alien payee’s country of citizenship. Select the country from the list. The payee's country of citizenship is not necessarily the payee's country of residence.
Exempt Under Other Code	Optional, except no entry is allowed if the Income Class entry is Non-Reportable. Check this box if the payment is tax exempt under another code, as specified by the IRS.
Federal Tax Percent	Required if the Income Class entry is Fellowship or Independent Contractor. No entry is allowed if the Income Class entry is Non-Reportable. The percentage of federal tax to be withheld from the payment. Either enter the appropriate percentage for the income class or use the lookup to search for it. The default entry is 0.
Foreign Source	Optional, except no entry is allowed if the Income Class entry is Non-Reportable. Select this check box if the payment is defined as foreign source based on U.S. income sourcing rules. Selecting this check box indicates that there is no tax withholding on the payment.
Gross Up Payment	Optional, except no entry is allowed if the Income Class entry is Non-Reportable. Select this check box if the payee is to receive the stated check amount regardless of any required tax withholding. Any taxes required to be withheld are calculated and added to the original amount of the disbursement voucher by charging an additional matching amount to the first account listed in the Accounting Lines section.
Income Class	Required. The type of activity this disbursement is for. Select the type of activity from the list. Values may vary, but examples include: Fellowships - Non-service related payments Independent Contractor - Service-related payment Non-Reportable - Goods or accountable plan travel Royalties - Royalty, rights or permission payments
NQI Id	Optional, except no entry is allowed if the Income Class entry is Non-Reportable. Select this box if the payment is defined as a nonqualified intermediate. Selecting this check box indicates that there is no tax withholding on the payment.
Special W-4 Amount	Optional, except no entry is allowed if the Income Class entry is Non-Reportable. Enter the special W-4 amount to be withheld.
State Tax Percent	Required if the Income Class entry is Fellowship or Independent Contractor. No entry is allowed if the Income Class entry is Non-Reportable. The percentage of state tax to be withheld from the payment. Either enter the appropriate percentage for the income class or use the lookup to search for it. The default entry is 0.
Treaty Exempt	Optional, except no entry is allowed if the Income Class entry is Non-Reportable. Select this check box if there is a tax treaty with the nonresident alien payee's country. Selecting this check box indicates that there is no tax withholding on the payment.
USAID Per Diem	Optional, except no entry is allowed if the Income Class entry is Non-Reportable. Check this box if the USAID per diem exemption applies, as specified by the IRS. Selecting this check box indicates that there is no tax withholding on the payment.

More: