Ohio University Finance : Tax Forms

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Tax Forms

Click on the links below to access the forms.

General Forms

Form	Comments
Excise Tax Report
Ohio Monthly Sales Tax Report
Payment Compliance Form (Substitute W9)	Form must be on file for all vendors receiving payments through Accounts Payable.
UBIT Checklist	This form must be completed for all new activities in which revenue is generated from the sale of goods or the performance of services. It also must be completed annually for all continuing activities.
W-9 (Ohio University as vendor/payee)	Form to be submitted to other organizations when Ohio University is the vendor/payee.

Tax Exemption Forms

If you have questions regarding the tax exempt status for a particular state, please contact the Tax Compliance Manager.

Ohio	Present this form to show sales tax exemption in Ohio.
Alabama	OU must pay sales tax in Alabama.
Alaska	No sales tax
Arizona	OU must pay sales tax in Arizona.
Arkansas	OU must pay sales tax in Arkansas.
California	OU must pay sales tax in California.
Colorado	Colorado allows out-of-state tax-exempt organizations to use their exemption certificate issued by their home state.
Columbus (City Exemption)	Present this form to claim exemption from lodging tax in the City of Columbus, Ohio.
Connecticut	OU must pay sales tax in Connecticut.
Delaware	No sales tax
Florida	Present this form to claim sales tax exemption in Florida.
Georgia	OU must pay sales tax in Georgia.
Hawaii	OU has not yet received a sales tax exemption for Hawaii. Please contact the Tax Compliance Manager.
Idaho	Present this form to claim sales tax exemption in Idaho.
Illinois	Present this form to claim sales tax exemption in Illinois.
Indiana	Present this form to claim sales tax exemption in Indiana. Note: You are still required to pay sales tax for personal hotel stays and meals.
Iowa	OU must pay sales tax in Iowa.
Kansas	OU has not yet received a tax exemption for Kansas. Please contact the Tax Compliance Manager.
Kentucky	Present this form to claim sales tax exemption in Kentucky.
Louisiana	OU must pay sales tax in Louisiana.
Maine	OU has not yet received a sales tax exemption from Maine. Please contact the Tax Compliance Manager.
Maryland	OU must pay sales tax in Maryland.
Massachusetts	OU must pay sales tax in Massachusetts.
Michigan	Present this form to claim sales tax exemption in Michigan.
Minnesota	Present this form to claim sales tax exemption in Minnesota.
Mississippi	OU has not yet received a sales tax exemption for Mississippi. Please contact the Tax Compliance Manager.
Missouri	Present this form to claim sales tax exemption in Missouri.
Montana	No sales tax
Nebraska	OU must pay sales tax in Nebraska.
Nevada	OU must pay sales tax in Nevada.
New Hampshire	No sales tax
New Jersey	OU must pay sales tax in New Jersey.
New Mexico	OU must pay sales tax in New Mexico.
New York	OU must pay sales tax in New York.
North Carolina	OU must pay sales tax in North Carolina.
North Dakota	OU has not yet received a sales tax exemption from North Dakota. Please contact the Tax Compliance Manager.
Oklahoma	OU has not yet received a sales tax exemption from Oklahoma. Please contact the Tax Compliance Manager.
Oregon	No sales tax
Pennsylvania	OU must pay sales tax in Pennsylvania.
Rhode Island	OU has not yet received a sales tax exemption from Rhode Island. Please contact the Tax Compliance Manager.
South Carolina	OU must pay sales tax in South Carolina.
South Dakota	OU has not yet received a sales tax exemtion for South Dakota. Please contact the Tax Compliance Manager.
Tennessee	OU has not yet received a sales tax exemption for Tennessee. Please contact the Tax Compliance Manager.
Texas	Present this form to claim exemption from sales tax in Texas.
Utah	OU must pay sales tax in Utah.
Vermont	OU has not yet received a sales tax exemption for Vermont. Please contact the Tax Compliance Manager.
Virginia	OU must pay sales tax in Virginia.
Washington	OU must pay sales tax in Washington.
Washington, D.C.	Present this form to claim sales tax exemption in Washington, D.C.
West Virginia	West Virginia allows out-of-state tax-exempt organizations to use their exemption certificate issued by their home state.
Wisconsin	OU must pay sales tax in Wisconsin.
Wyoming	OU must pay sales tax in Wyoming.

Ohio University
Athens, Ohio 45701
Tel: 740.593.1000