Tax Reporting & Compliance Forms



Employee Tax forms available through UC Path Online

University Tax Information 
501(c)(3) Information (PDF) IRS Tax Exempt Auto-Revocation Resolution Letter
501(c)(3) Information (PDF) IRS Tax Exempt Determination Letter
501(c)(3) Information (PDF) Letter Explaining IRS Error
501(c)(3) Information (PDF) UC Davis Tax Exempt Attestation Letter 
W9 - Request for Taxpayer ID and Certification (PDF) Completed form to provide to University Payees upon request.
Withholding Exemption Certificate - California 590 (PDF) Completed form to provide to University Payees upon request.
Department Forms - Employee Payments
Batch Reporting of Employee Taxable Non-cash Awards or Prizes (PDF) Department may submit taxable non-cash awards in batch.
Department Forms - Vendor Payments

KFS Use Tax Accrual Correction Form (Webform)

Department should complete the webform to adjust use tax incorrectly accrued by the Kuali Financial System (KFS). As of July 1, 2021, TR&C will only process adjustment amounts exceeding $100 for Sponsored Programs and $500 for all other fund sources.
Batch Reporting of KFS Use Tax Accrual Corrections (Excel) Department may submit use tax corrections in batch.  Each correction (line item) needs to be $500 or greater.

Non-Employee Statement of Noncash Award or Prize (PDF)

Department should complete to report  non-employee non-cash awards one award at a time.
Partial Exemption Certificate for Manufacturing, Research and Development Equipment (PDF) Vendors may request a completed version of this form for internal files.  When requested, departments should work with TR&C to complete.
Partial Sales Tax Exemption - Equipment Eligibility Checklist  (PDF) Departments need to complete and attach to KFS document when requesting reduced sales tax rate.
W7 - Application for IRS Individual Taxpayer Identification Number (PDF) IRS from an individual will complete and remit directly to the IRS for a ITIN.