Tax Resources

These Tax Resources are intended to assist the Indiana University community in understanding various tax issues related to payroll tax, international tax, independent contractors, sales tax, innkeepers tax, unrelated business income tax and other taxes. If you have further questions about any resource please contact University Tax Services at taxpayer@iu.edu.

 

Tax IRS Publications

There are close to 1,000 different Notices and Publications that have been issued by the IRS. This resource breaks down the most common Publications and Notices that are most applicable at Indiana University and are referenced throughout University Tax Services documentation as applicable. If you have questions regarding a reference to a Publication or Notice, please email taxpayer@iu.edu. To see the full listing of IRS Publications and Notices, please visit the IRS Notices and Publications page.

 

IRS   Publication

Description

Publication 15

Employer’s Tax Guide (Circular E)

Publication 15-A

Employer’s Supplemental Tax Guide

Publication 15-B

Employer’s Tax Guide to Fringe Benefits

Publication 54

Tax Guide for U.S. Citizens and Resident Aliens Abroad

Publication 463

Travel, Entertainment, Gift, and Car Expenses

Publication 505

Tax Withholding and Estimated Tax

Publication 514

Foreign Tax Credit for Individuals

Publication 515

Withholding of Tax on Nonresident Aliens and Foreign Entities

Publication 519

U.S. Tax Guide for Aliens

Publication 521

Moving Expenses

Publication 525

Taxable and Nontaxable Income

Publication 557

Tax-Exempt Status for Your Organization

Publication 598

Tax on Unrelated Business Income of Exempt Organizations

Publication 600

State and Local General Sales Taxes

Publication 901

U.S. Tax Treaties

Publication 947

Practice Before the IRS and Power of Attorney

Publication 957

Reporting Back Pay and Special Wage Payments to the Social Security Administration

Publication 969

Health Savings Accounts and Other Tax-Favored Health Plans

Publication 970

Tax Benefits for Education

Publication 1544

Reporting Cash Payment of Over $10,000

Publication 1546

Taxpayer Advocate Service - can help to resolve open issues with an IRS agent or office if taxpayer has tried repeatedly to contact the IRS or faces immediate threat of adverse action.

Publication 4681

Canceled Debts, Foreclosures, Repossessions, and Abandonments

Notice 1036

Percentage Method Tables for Income Tax Withholding, Early Release Copies 2016

Publication 1167

Revenue Procedure 2015-55 (1167   revisions)

Publication 1281

Backup Withholding for Missing and Incorrect Name/TIN(S)

Notice 1392

Supplemental Form W-4 Instructions for Nonresident Aliens

Publication 2108

Federal Agency TIN Matching Program

Publication   2108-A

Online Taxpayer Identification Number (TIN) Matching Program

Publication 4245

Power of Attorney Preparation Guide

Publication 4341

Information Guide for Employers Filing Form 941 or Form 944

Publication 4345

Settlements - Taxability

Publication 4524

Taxes. Security. Together Security Awareness for Taxpayers

Publication 4859

Understanding Your IRS ITIN Notice

Publication 5027

Identity Theft Information for Taxpayers

Publication 5137

Fringe Benefit Guide

Publication 5197

Education Credits and Form 1098-T

Tax IU Policies

There are many Indiana University policies and the number is ever-growing. This resource breaks down the most common policies that are referenced throughout University Tax Services documentation. If you have questions regarding a reference to an IU policy, please email taxpayer@iu.edu. To see the full listing of IU policies, please visit the Indiana University Policies page.

 

IU   Policy

Description

FIN-PAY-IV-230

Student Social Security Tax Withholding Exemption

FIN-PAY-IV-90

Payroll Tax Withholding

FIN-TRV-3.0

Travel Reimbursement Deadline Policy

FIN-TRV.2.0

Reimbursement of Travel Expenditures

FIN-ACC-I-340

University Automobiles and Automobile Allowances

FIN-TRE-VI-121

Establishing and Modifying Revenue Producing Activities (RPA)

FIN-TRE-VI-100

Signature Authority and Delegation

FIN-ACC-I-630

Determination of Employee or Independent Contractor Status

FIN-PAY-IV-280

Payroll Overpayment Processing

FIN-ACC-I-310

Moving Expenses

FIN-ACC-I-590

Gifts to Employees or Non-Employees

FIN-ACC-I-480

Mobile Devises and Internet Access

VII-4

Drawings, Games, and Prizes

FIN-ACC-I-620

Reimbursement Under the Accountable Plan

SPA-11-010

Payments and Fee Remissions to Graduate Students on Sponsored Programs

Tax Presentations

Summer Tax Training Series (July 2018)

Domestic Tax

International Tax

Tax Newsletters/Tidbits