Office of Tax Compliance

Welcome to the Office of Tax Compliance

The Office of Tax and Compliance serves as the University’s primary resource for tax-related information, guidance, and reporting. Our mission is to support the University and its affiliated Foundation by ensuring compliance with all federal, state, and local tax laws, while providing accurate, timely, and practical tax guidance across campus.

We understand that tax compliance can be complex especially in a higher education environment and we are here to help navigate those requirements with clarity and confidence.

As the central liaison with the Internal Revenue Service (IRS), state departments of revenue, and local tax authorities, our office plays a key role in managing the University’s tax obligations and communications with external agencies. We stay current on tax legislation and regulatory changes to help departments meet compliance standards and minimize risk.

Our Responsibilities:

Tax Research and Guidance

Providing research and guidance on tax issues affecting University and Foundation operations

Preparing and Submitting Federal Forms

Preparing and submitting federal forms (Forms 990 and 990-T), state, and local tax returns and reports

Managing Sales and Use Tax Compliance

Managing University sales and use tax compliance, including exemptions and reporting

Administering, Reporting and Advising on UBIT

Administering, reporting and advising on Unrelated Business Income Tax (UBIT)

Training and Education on Tax Compliance

Developing and delivering training sessions or resources for University departments to ensure awareness of tax compliance requirements and best practices.