Financial Services Office

FSO Monthly Newsletter Archive
 

The University of Arizona


December, 2007

In this edition:

1. Kuali Update
2. Get a Head Start on Tax Season! Electronic delivery of Form W2
3. New University Tax ID Number-Effective 1/1/2008
4. New Transaction Privilege Tax license Number-Effective 1/1/2008
5. Frequently Asked Questions
6. Positions open in FSO
7. Introducing FSO's New Employees

****************************

1. Kuali Update -

  • Kuali Financial System (KFS) Release 2.0 (Labor Distribution, Purchasing/Accounts Payable, Contracts & Grants) became available for download on November 13, 2007 just in time for Kuali Days V.
  • Development has begun on KFS Release 3.0 (Accounts Receivable, Effort Reporting, Capital Assets Management, Budget Construction and Purchasing/Accounts Payable enhancements) and is scheduled for release December 2008. Since this is the final release of baseline functionality, the timeline has been extended to give us plenty of time to ensure KFS is complete and bug free as possible.
  • 350 people attended Kuali Days V in Tempe. PowerPoint's from the sessions are available at http://kuali.org/events/kualidays-V.shtml - be sure to check out Strathmore University's presentation of their implementation - there are some great pictures and information.
  • The Kuali Foundation is seeking an Executive Director - http://kuali.org/news/ExecJobDescription.shtml
  • Hands on and demo sessions of KFS 2.1 will be held again starting in January.
  • Colorado State University joined the Kuali Development effort and have contracted with rSmart to do a proof of concept. CSU is an FRS school and rSmart is creating reusable scripts to convert FRS data to KFS.
  • To learn more about Kuali, visit http://kuali.org/ or contact Kymber Horn, kymber@arizona.edu621-8615.

**********************************

2. Get a head start on Tax Season! Sign up for electronic delivery of your Form W2 in Employee Link. Advantages of signing up for this service are:

* Access to view and print the Form W2 as early as January 8, 2008.
* Access to your Form W2 from home
* No worry about losing the Form W2.
* Ease in printing your Form W2 as many times as you need it

To set your Tax Form No-Print Option in Employee Link:
-Log Into Employee Link, http://emplink.arizona.edu with your UANet ID and password.
-Choose "Payroll Information" from the links on the left
-Choose "Set Tax Form Print Option" (7th Bullet Down) and follow the steps in the subsequent screens
-You will receive an email confirmation of your selection, along with instructions for printing your Form W-2 and answers to frequently asked questions.

The deadline to sign up for your 2007 W2 electronic delivery is January 03, 2008.
If you have any questions please contact FSO Payroll at payrollInfo@listserv.arizona.edu or FSO Customer Service at 621-9097.

********************************

3. New University Tax ID Number - Effective 1/1/2008

Effective January 1, 2008, the University will start using a new Tax ID number (Employer Identification Number). No action is required by faculty or staff. This change primarily affects University reporting to the Internal Revenue Service (IRS). The W-9 form (Request for Taxpayer Identification Number and Certification) will be updated in e-Forms at that time. Please contact Chunyan Pan in Tax Compliance at mailto:panc@arizona.edu or 621-1957 if you require the number prior to January or if you have any questions.

****************************

4. New Transaction Privilege Tax (Sales Tax) license number - Effective 1/1/2008

As a result of the federal Employer Identification Number (EIN) change, the University has been assigned a new Transaction Privilege Tax license number that will be effective January 1, 2008. The Arizona Form 5000 (Transaction Privilege Tax Exemption Certificate) in e-Forms will be updated at that time. The new license number is 20221243. If procurement is done through the normal purchase order process, Procurement and Contracting Services (PACS) will provide the new number to the vendor. However, if your department needs to supply this number directly to the vendor, you will need to use the new sales tax license number effective 1/1/2008. Please contact Chunyan Pan in Tax Compliance at mailto:panc@arizona.edu or 621-1957 if you have any questions.

*****************************

5. Frequently Asked Questions -

Your Question: What is the amount of the administrative charge on checks received as donations for our organizations. All check are made out to the University of Arizona College of Pharmacy.

Reply: All new restricted, scholarship and other gifts and pledges in excess of $5,000, endowed or non-endowed, will pay an upfront contribution of 6% of the value of the gift. For a list of exceptions to this rule and other detail information you can go to the following link: http://www.fso.arizona.edu/fso/deptman/8/833campaz.html

FSO maintains a database of frequently asked questions. Visit our FAQ page at http://www.fso.arizona.edu/app/faq/faq.asp to review previously asked questions, search by category or keyword, or ask a question of your own.

****************************

6. Positions Open in FSO

Position Title: UA INTERNAL ONLY - Financial Services Specialist, Senior
Department: 7703-FSO-Operations
Job Number: 39812

To review the posting, go to https://www.uacareertrack.com/, click "Search Postings" on the bar on the left, and search for the specific Job Number.

****************************

7. Introducing FSO's New Employees:

  • Jessica Johnson, Financial Services Specialist, Operations-Customer Service
  • Anna Tso, Accountant, Capital Finance-Plant Fund Accounting

Contact: Kymber Horn