Tax Services

City of Tucson Sales Tax Rate Increase Effective July 1, 2017

On May 16, 2017, Tucson resident voters approved a 5-year half-cent increase to the City of Tucson sales tax rate. Effective July 1, 2017, the rate will rise from 2.0% to 2.5%, increasing the total retail sales tax rate in Tucson, AZ from 8.1% to 8.6%. This change has no impact on Arizona use tax assessment, which remains at 5.6%. FSO has evaluated UAccess Financials and current tax calculations within requisitions will accommodate this change so there is limited impact on users.

E-Forms Website Discontinued

The E-Forms service has been discontinued as of December 22, 2016. All forms can be found on the following department "forms" websites:

Changes to e-Forms on July 30

The Financial Services Office would like to inform the campus business community of the following changes coming to e-Forms.

Beginning Saturday, July 30, FSO will implement a new auto-numbering application to the following forms:

Tax Scenario - Independent Contractor Expense Reimbursements

As part of the negotiated amount to perform services for the University, an Independent Contractor (Consultant) asks for a fee for services and "expense reimbursement". The department and Procurement agree and a purchase order is issued, but only the fee is encumbered. The independent contractor then submits an invoice and their original receipts to the department for payment at the completion of the assignment.

Tax Scenario - Moving Expenses

A faculty member accepts a position at the University to begin in August, but asks for a "pre-house-hunting" trip to be paid by the University as part of his/her package. The department agrees and writes the request into the employment contract.

Issue: Only the physical relocation of the faculty member's household goods falls within the permissible qualified expenses for moving. Thus, anything outside of this would be considered nonqualified and taxable to the individual.

Tax Scenario - Candidate Expenses

A prospective candidate asks the interviewing committee if he/she may bring their spouse and children with them on their interview visit. The Committee Chairman responds that it would be fine and that they will reimburse for ALL the expenses of the candidates visit. The business reason for the reimbursement is that the University wishes to attract the candidate and the decision would involve the spouse.