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Tax Compliance
The Tax department ensures the University's compliance with federal and state
government regulations,
including the preparation of tax returns and research of tax compliance issues.
Contacts for Tax Questions
|
Contact |
Topic |
|
Vickie Bumgardner, Director of Payroll & Tax Phone: (214) 768-1601 Fax: (214) 768-1718 |
Taxable Tuition Benefits Employee vs Independent Contractor Classification |
|
Kimberly Jackson, Tax Accountant Phone: (214) 768-2190 Fax: (214) 768-1718 |
W-9 Requests Sales & Use Tax Hotel Occupancy Tax Federal Excise Tax Unrelated Business Taxable Income |
|
Moore Mbugua, Tax Accountant Phone: (214) 768-2009 Fax: (214) 768-1718
|
1099 Relocation/Moving Expense Fringe Benefits including Auto & Social Club Dues Unclaimed Property |
Frequently Asked Tax Questions
View Tax Compliance FAQs
Forms
Texas Sales Tax Exemption Certificate
Texas Hotel Occupancy Tax Exemption
Sales tax exempt status in other states
501(c)(3) exemption letter
Moving Expense Reimbursement Request
Business Meals & Entertainment Reimbursement Request
Policies and Procedures
1. Compensation
1.2 Awards
2. Employee Benefits
2.1 Employer-Provided Automobiles
2.3 Employee Tuition Benefit
3. Reimbursement of Employee Expenses
3.1 Reimbursement of Business Expenses
3.2 Business Travel Reimbursement – Meal and Lodging
3.3 Mileage Reimbursement for Personal Use of Vehicle
4. Gifts
4.1 Donation of Earnings or Fees for Services Performed
5. Other
5.1 University Purchases in the State of Texas
5.2 University Out-of-State Purchases
5.3 Lobbying and Political Expenditures
5.4 Prepaid Tuition under IRC 2503(e)(2)(A)
