Tax

Financial Policy, Payroll, and Nonresident Alien Tax COVID-19 Operation Processes Links

March 26, 2020

Below is a summary of website links around financial policy, payroll, nonresident alien tax processes and procedures as they pertain to COVID-19. As always, refer to Harvard’s Main COVID-19 website for University information. Many of these links as well as processes for AP, Cash Receipts and others can also be found under the Financial Matters Section of the Work Remotely tab.... Read more about Financial Policy, Payroll, and Nonresident Alien Tax COVID-19 Operation Processes Links

Foreign Entities Using the W-8BEN-E Form

February 13, 2020

General information on form W-8BEN-E, specific only to what is required in order for foreign entities to receive payment from Harvard University, can be found here

2019 Tax Documentation Contact Grid

February 13, 2020

A contact list for questions regarding tax-reporting documents issued by Harvard may be found here. See here for additional details regarding duplicate copies of W-2 Forms.

Brown Bag Session on New Payroll Tax Forms and Other Tips and Tricks

January 16, 2020

Want to know about the new Federal Form W-4 which went into effect January 1, 2020? Wondering about other tax tricks, tips and dos and don’ts for students? Curious about tax filing requirements for employees who are involved in the managing of one or more Harvard-controlled foreign bank accounts? Attend the Brown Bag Session scheduled for Thursday, January 23 from 11:00-12:00 in the Lamont Library Forum Room.... Read more about Brown Bag Session on New Payroll Tax Forms and Other Tips and Tricks

New Form W-4 for 2020

December 12, 2019

The Internal Revenue Service (IRS) has released the new Form W-4 for calendar year 2020.

Starting 1/1/20, all new employees and any current employee who wishes to change their withholdings will be required to use the new paper form or make changes directly in PeopleSoft. 

Existing employees who do not wish to change their withholdings do not have to take any action

The new form can be found at:...

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Tax Treaty Renewal Deadline for 2020

December 12, 2019

Tax Treaty Renewal Deadline for 2020 (If a previously claimed tax treaty exemption is already being facilitated by Harvard in the current calendar year 2019. Per IRS regulations, certain tax treaties must be renewed annually. To meet these requirements, and claim a tax treaty exemption in calendar year 2020 (if previously determined eligible in 2019), foreign individuals MUST complete the treaty renewal process before 4pm on Friday, December 20th, 2019. The renewal process generally takes less than 15 minutes: ...

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