Resources
Gross-up Calculation
Gross up Calculations Last Updated: January 11, 2024
Mileage & Transportation Reimbursement (MTR)
Purpose: This form is for non-employees and students to request reimbursement for miles driven using a personal vehicle as well as parking, ride sharing, light rail or transit pass expenses. All business miles will be reimbursed at the IRS Standard Business Mileage rate, which is subject to change periodically (note that the rate changed, effective […]
Missing Receipt Affidavit
Purpose: Complete this form for actual missing receipts that include the “5 Ws” (Who, What, When, Where, and Why) in the purchasing card comments or on the reimbursement request (e.g., Travel Expense Report, ESDPR). Note that the Travel or Purchasing Card staff may still request that the payee attempt to obtain a more detailed receipt […]
NC-4 / NC-4 EZ Forms – North Carolina Employee’s Withholding Allowance Certificate
NC-4 Form NC Employee’s Withholding Allowance Certificate NC-4 Form – North Carolina Employee’s Withholding Allowance Certificate and NC-4 EZ Form – North Carolina Employee’s Withholding Allowance Certificate Complete this form so that University Payroll can withhold the correct amount of State income tax from your pay. For security purposes, do not email a completed tax […]
Obtaining and Using a UNC Charlotte Receipt Book
Obtaining a receipt book depositing information The Daily Deposit and Reporting Law (G.S. 147-77) require the depositing of all funds on a daily basis and to report the same on a daily basis. An exemption may be granted provided the funds to be deposited do not exceed $5,000.00 and that they are deposited at least […]
Payment Book Receipt (“PBR”)
Payment Book Receipt (“PBR”) This is the book receipt form that should be used by all departments on campus that process cards via a University merchant account. Merchants must submit this form to allocate receipts to the appropriate Banner fund(s) and account(s). Last Updated: January 11, 2021
Petty Cash Fund Request Form
Petty Cash Fund Request Form Use this form to request a petty cash fund. Last Updated: February 7, 2022
Petty Cash Log
Petty Cash Log This form is a blank petty cash log. Last Updated: January 11, 2021
Petty Cash Reimbursement & Reconciliation Form
Purpose: This Excel template provides petty cash reimbursement and reconciliation to give Recon & Control the necessary information for replenishing a petty cash fund. Last Updated: January 11, 2021
Petty Cash/Change Fund Change of Custodian Form
Petty Cash/Change Fund Change of Custodian Form Use this form to request a change to the custodian for petty cash or change fund. Last Updated: February 7, 2022