This section of the book is focused on providing standards, policies, and resources focused on taxable scenarios for employees within Indiana University.

Here, readers will find valuable information surrounding tax obligations when processing payment to employees within the university. Understanding this topic is crucial for navigating the complexities of employment taxation, ensuring compliance, and optimizing financial outcomes for employees at Indiana University. This portion of the book serves as a vital resource for anyone involved in the employee taxation process, providing clarity on the often intricate world of taxable scenarios and equipping readers with the knowledge needed to make well-versed decisions.

Policies

Review the below policies related to taxable scenarios regarding employees:

• FIN-ACC-30: Fiscal Misconduct
• FIN-ACC-50: Expenditures: Hospitality
• FIN-ACC-590: Expenditures: Gifts to Employees, Non-Employees, and Students
• FIN-ACC-610: Allowable Travel Payments to Faculty Members on Leave
• FIN-ACC-620: Expenditures: Expenses and Reimbursement Under the Accountable Plan
• FIN-ACC-640: Expenditures: Incentives, Contests, Drawings, Games, and Prizes
• FIN-TRV-01: Travel
• FIN-PURCH-05: Prohibited Purchases
• HR-04-30: Employee Benefit Plans

Standards

Review the below standards related to taxable scenarios regarding employees:

• UCO-TAX-6.01: Expenditures: Expenses and Reimbursement Under the Accountable Plan
• TSOPs

Checklists

There are no checklists related to this portion of the book at this time. Please check back in the future!

TRAINING MATERIALS

Review the below training materials related to taxable scenarios regarding employees:

• P-Card Essentials
• Travel Training, Documentation, and Videos
• Employee and Student Reimbursement
• Locate Payment Details
• Adjust An Expense Report
• Out-of-Pocket Reimbursement and the Accountable Plan
• P-Card and the Accountable Plan

OTHER RELATED MATERIALS

Review the below other materials related to taxable scenarios regarding employees:

• Reference Document: P-Card Information
• Reference Document: SOP-CARD-01: P-Card Roles and Responsibilities Procedure
• Reference Document: Best Practices for P-Card Documentation
• Reference Document: Audits and Suspensions for P-Cards
• Reference Document: IU Travel Management Services Policies
• Reference Document: Emburse Enterprise Travel Object Codes
• Reference Document: Reimbursing Travel Expenses
• Reference Document: Accountable Plan Flow Chart

IU Financial system reports and procedures

There are no IU financial system reports and procedures related to this portion of the book at this time. Please check back in the future!