Click to review the below other materials related to taxable scenarios regarding suppliers:

Reference Document: P-Card Information

Click the above link to navigate to the p-card general information page. This page is managed by the Indiana University Purchasing department. Procurement cards, also known as p-cards or pro-cards, are a convenient way to pay for hospitality, conference registrations, and one-off emergency purchases when there is not time to establish a purchase order. This webpage includes information about the p-card policy, how to obtain and activate a p-card, proper usage, sales tax information, and the responsibilities for the p-card holder.

Reference Document: SOP-CARD-01: P-Card Roles and Responsibilities Procedure

Click the above link to navigate to the purchasing standard operating procedure for p-card roles and responsibilities. This standard operating procedure acts as a guide to Indiana University employees surrounding the roles and responsibilities associated with the p-card program. Review this standard operating procedure for the rationale, procedures, and for definitions surrounding commonly used phrases related to p-card roles and responsibilities.

Reference Document: Best Practices for P-Card Documentation

Click the above link to navigate to a list of best practices regarding p-card documentation. The guidelines are maintained by the Indiana University Purchasing department. Following these guidelines will help ensure consistent expense report submissions for p-card reconciliations within Emburse Enterprise.

Reference Document: Audits and Suspensions for P-Cards

Click the above link to navigate to information regarding p-card audits and suspensions. This includes information about fiscal officer responsibilities regarding the p-card review process, information about reviews of p-card transactions by the IU Internal Audit department, sanctions if p-card users do not follow the p-card rules and guidelines in place, and contact information if p-card users have any questions about what constitutes an allowable charge or as acceptable supporting documentation.

Reference Document: Form 1042-S Frequently Asked Questions

Click the above link to access answers to frequently asked questions related to the Form 1042-S including information about the form, the types of payments reflected on the form, when it is available, how to access the form, and how to request a duplicate form.

Reference Document: Tax Treaty Benefit Information

Click on this link to learn more about tax treaty benefits. This includes information on the steps to apply for treaty benefits with IU and a table of the types of qualifying treaties for specific countries.

Reference Document: Foreign National Information System (FNIS) Information

Click on this link to learn about the questionnaire Indiana University utilizes to determine tax treaty status.

Reference Document: ITIN Request Information

Click on this link to learn about the Individual Taxpayer Identification Number (ITIN) application process. An ITIN is a 9-digit number issued by the IRS to individuals that have an income tax filing requirement but are not eligible to receive a Social Security Number (SSN).

Form: W-8BEN-E Forms

Click the above link to access a prefilled W-8BEN-E form.

Form: W-9 Forms

Click on this link to access a list of commonly utilized W-9 tax forms for IU billing.