Taxation

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Introduction

Accounting Manual Chapters

• D-371-35: Disbursements: Honorarium Payments (PDF)
• T-182-77: Fellowship and Scholarships (PDF)
• T-182-27: Taxation of Nonresident Aliens (PDF)

Certificate of Foreign Status for Federal Tax Withholding (UC W-8BEN) (PDF)

Form UC W-4NR/DE 4 Nonresident Alien Employee's Federal-State Withholding Allowance Certificate

• Fill-in Form (PDF)
• Federal Instructions (PDF)
• State Instructions (PDF)

Summary of Tax Withholding Rates and Payment Procedures

Honorarium Payments to B-1/B-2 Visa Holders

• Certification of Academic Activity (Fill-in Form) (PDF)

Certifying Acceptance Agent

• Obtaining Individual Taxpayer Identification Numbers
• Questions and Answers
• Form W-7 (PDF)
• How to Complete the Form W-7
• Certifying Acceptance Agents Chart

Tax Treaty Information

• Additional Statement for Japan
• Tax Treaty Statements
• Tax Treaty Fill-in Forms (PDF)
• Tax Treaty Articles - Independent Personal Services (PDF)
• Form 8233(Fill-in Form) (PDF)
• Instructions (IRS) (PDF)
• How to Complete the Form 8233 (PDF)