Payroll and Travel Resources for Faculty and Staff

When you finish entering an invoice or credit memo, you must click on a button in the lower left hand corner of the transactions form. The system will check that all the required information has been entered and that the transaction is in balance. The button name will then change to Incomplete and a check will appear in a box in the upper right hand corner of the screen.

If you fail to click on the Complete button, your invoice/credit memo will not be processed nor posted to the GL.

Local Billing units should be checking prior to month end for invoices or credit memos that may be “incomplete” by:

1. Go into Transactions, then choose Transactions Summary
2. Click on flashlight icon in toolbar, this will bring up the Find Transactions form.
3. From the pick list in Transaction Type choose your transaction type( HCL-WIDENER) - ( HCL-WIDENER CR). This will find both incomplete credits and invoices for your transaction type.
4. Click on MORE tab.
5. Click on Complete. A Yes or No will appear-choose NO
6. Click on FIND

Fellowship amounts are subject to FICA only if they are deemed to be “wages” for employment tax purposes. Whether fellowships are wages is an inherently
factual determination, requiring consideration of all relevant facts and circumstances of the program.

In preparing your personal income tax return, please consult with your own tax advisor, because University Financial Services is not authorized to provide individual tax advice. You may, however, find it helpful to read the IRS publication relevant to your personal situation:

• If you are a U. S. citizen or resident for tax purposes, who received
fellowship amounts for studying, teaching or researching in the U. S., then
see IRS Publication 970, Tax Benefits for Education, which is available at
http://www.irs.gov/publications/p970/index.html

• If you are a U. S. citizen or resident alien for tax purposes, who received
fellowship amounts for studying, teaching or researching outside the U. S.,
then see Publication 54, Tax Guide for U. S. Citizens and Resident Aliens
Abroad, which is available at http://www.irs.gov/pub/irs-pdf/p54.pdf.

• If you are a nonresident alien for U. S. tax purposes, who received
fellowship amounts for studying, teaching or researching in the U. S., then
see Publication 519, U. S. Tax Guide for Aliens, which is available at
http://www.irs.gov/pub/irs-pdf/p519.pdf.

• Federal income tax forms and publications can be downloaded from the
IRS web site at http://www.irs.gov

• Massachusetts income tax forms and publications can be downloaded
from the Massachusetts Department of Revenue (DOR) web site at
http://www.dor.state.ma.us/forms/FormsMenu2.htm.

Additional information regarding the taxation of nonresident aliens in the U. S. can be found on the University International Office web site at
http://www.hio.harvard.edu/taxes-social-security

Yes, customers can make payments in the Accounts Receivable office at 1033 Massachusetts Avenue, 2nd Floor; cash or check payments may be made during normal operating hours.

Yes. Submit a completed Petty Cash Action Form to your Financial Dean's Office for approval and submission.