Tax Compliance @ Stanford

Start here if you are new - Introcutory information to help you get started:

• About Tax Compliance @ Stanford
• Stanford's Tax Exempt Status
• Areas of Tax Concern
• Information Available for Public Inspection

Step-by-step instructions for tax compliance-related tasks:

• Request a Copy of Form 990
• Process a Non-Cash Gift
• Report Non-Exempt Use of University Facilities

Condensed policy information related to tax compliance @ Stanford:

• Tax Compliance Responsibilities

Links, tools and reference materials related to tax compliance @ Stanford:

• Sales and Use Tax Guide
• California State Board of Equalization
• Unrelated Business Income Tutorial
• Payroll-related IRS Rules (Intermediate Sanctions)
• Payments to Foreign Students, Employees and Visitors
• Employee vs Independent Contractor Status
• Social Security Tax Exemptions – Students and Non-resident Aliens
• Scholarships and Fellowships: Tax Considerations
• Taxpayer Relief Act and Hope Scholarship and Lifetime Learning Credits
• Internal Revenue Service
• Tax Treaty Information

Downloadable and online forms related to tax compliance @ Stanford:

• Stanford W-9 (Request for Taxpayer Identification Number and Certification)
• Form 1099 & 1099-T
• Form 8283
• Form 8282 (Non-Cash Gifts)
• Form 8300
• Stanford's Statement of Exempt Status
• IRS Letter of Good Standing

Online tutorials, classroom training, and related materials:

• 1098-T Tuition Statement (power point presentation)