Tax Office

Sales and Use Tax Exemption Certificates

Purpose: To provide the sales and use tax exemption certificates on file with UNC Charlotte’s Tax Office. The University is exempt from North Carolina sales and use tax for qualifying purchases. Vendor Specific Certificates State Specific Certificates Contact Email: taxoffice@charlotte.edu Last updated: March 6, 2024

Tax Withholding Estimator

Categories: Forms, Resources Tags: Tax Office

Tax Withholding Estimator Use form to determine how much Federal withholding to have withheld from your paycheck. Contact Email: PayrollDept@uncc.edu Last Updated: January 11, 2021

Independent Contractor Checklist (ICC) Form

Categories: Forms, Resources Tags: Tax Office

Independent Contractor Checklist (ICC) Form Purpose: The ICC form is used to determine the worker classification (Independent Contractor or Employee) of a service provider. It is located in 49er Mart. Use your UNC Charlotte login credentials to access this eForm. This eForm should be completed by the department wishing to hire an independent contractor. View […]

UP 602.11 Appendix B – Reportable Gifts, Awards, & Prizes Form

Categories: Forms, Resources Tags: Tax Office

Purpose: Use this form to document employee and non-employee gifts, awards, and prizes that are reportable to the Tax Office (Reese Building 327). This criteria is defined in Policy 602.11 Last Updated: January 11, 2021

UP 602.11 Appendix C – Gifts, Awards, & Prizes Log Sheet

Categories: Forms, Resources Tags: Tax Office

Purpose: This form is recommended for departmental use to log non-reportable gifts, awards, and prizes (non-reportable to the Tax Office; see criteria in Policy 602.11, Sect. IV. See Appendix A for thresholds for reportable gifts, awards, and prizes). Last Updated: January 11, 2021

Procedures for Scholarship/Fellowship Payment to a Foreign National

Procedures for Scholarship/Fellowship Payment to a Foreign National Purpose: Describes how to process scholarship and fellowship payments made to a foreign national person. Examples of these types of payment may include but are not limited to the following: qualified scholarships for tuition; nonqualified scholarships for living expenses; travel award. Contact Email: taxoffice@uncc.edu Last Updated: April […]

Nonresident Alien Tax Compliance Presentation

Nonresident Alien Tax Compliance Training on Nonresident Alien Tax Compliance Last Updated: February 22, 2017

Procedures for Other Payments to a Foreign National

Procedures for Other Payments to a Foreign National Describes procedures for other payments to a foreign national. Last Updated: November 13, 2014

UNC Charlotte Income Tax Status

Income Tax Status Letter Letter stating contributions to UNC Charlotte are tax deductible as a 501c3 Last Updated: November 13, 2014

UNC Charlotte Form W-9 – Request for Taxpayer Identification Number with Certification

Purpose: This form is used to provide vendors with UNC Charlotte’s taxpayer identification number. Last Updated: January 4, 2024