Taxes
Popular forms are listed below. Note: Additional forms can be found on the Harvard Training Portal.
IRS Form 8233
Report certain types of exemption from tax withholding.
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IRS Form 8233 Instructions
Understand how to complete Form 8233.
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IRS Form W-8BEN
Report tax withholding for foreign individuals.
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IRS Form W-8BEN Instructions
Understand how to complete Form W-8BEN.
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IRS Form W-8ECI
Certify that a Foreign Person's Claim that Income is Effectively Connected with the Conduct of a Trade or Business in the United States.
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IRS Form W-8ECI Instructions
Understand how to complete Form W-8ECI.
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IRS Form W-8EXP
Certify a Foreign Government or Other Foreign Organization for United States Tax Withholding.
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IRS Form W-8EXP Instructions
Understand how to complete Form W-8EXP.
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IRS Form W-8IMY
Certify a Foreign Intermediary, Foreign Flow-Through Entity, or Certain US Branches for United State Tax Withholding.
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IRS Form W-8IMY Instructions
Understand how to complete Form W-8IMY.
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ST-2: (MA certificate of exemption)
Verify Harvard's tax-exempt status (Massachusetts sales tax).
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Tax Forms
This list of forms and best practices will help guide tax-exempt purchasing on behalf of the University.
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Tax Withholding Allowance Certificate (IRS Form W-4)
Authorize Harvard to change your federal withholding exemptions and additional income tax withholdings.
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Tax Withholding Exemption Certificate (MA Form M-4)
Authorize Harvard to change your Massachusetts withholding exemptions and additional income tax withholdings.
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