Resources

Gross-up Calculation

Categories: Forms, Resources Tags: Tax Office

Gross up Calculations Last Updated: January 11, 2024

Mileage & Transportation Reimbursement (MTR)

Categories: Forms, Resources Tags: Travel

If you have 2023 mileage to submit for reimbursement, use the 2023 MTR form. Purpose: 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 […]

Missing Receipt Affidavit

Categories: Forms, Resources Tags: Travel

UNC Charlotte 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., TRER, ESDPR). Note that the Travel or Purchasing Card staff may still request that the payee attempt to obtain a […]

NC-4 / NC-4 EZ Forms – North Carolina Employee’s Withholding Allowance Certificate

Categories: Forms, Resources Tags: Payroll Department

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 Fill out section 1. of the Receipt Book Request Form and email it to bursar@uncc.edu. They will receive your request and update the “Cashiers Only” portion of the form. They will then email you and let you know your book is ready for pick up. Please allow 2 hours for us […]

Payment Book Receipt (“PBR”)

Categories: Forms, Resources Tags: Office of the Bursar

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

Categories: Forms, Resources Tags: General Accounting

Petty Cash Fund Request Form Use this form to request a petty cash fund. Last Updated: February 7, 2022

Petty Cash Log

Categories: Forms, Resources Tags: General Accounting

Petty Cash Log This form is a blank petty cash log. Last Updated: January 11, 2021

Petty Cash Reimbursement & Reconciliation Form

Categories: Forms, Resources Tags: General Accounting

Petty Cash ReimbursementReconcilation Form This form a Petty cash reimbursement/reconciliation Excel spreadsheet. Last Updated: January 11, 2021

Petty Cash/Change Fund Change of Custodian Form

Categories: Forms, Resources Tags: General Accounting

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