University Tax Documents and Forms
The Tax Compliance Department keeps university business officers, staff, faculty and administrators informed about tax laws and other laws requiring university compliance. Here, you'll find frequently used documents and forms.
These guidelines, bulletins and presentations are intended as general information only. Tax laws are often complex, open to interpretation, and contain exceptions and special cases; please consult with the University Chief Tax Accountant regarding tax consequences of planned University transactions.
NC State University Tax Documents
- NC State University W-9 Form
- NC Department of Revenue Exemption Number
- NC General Assemble-Sales Tax Exemption Legislation
- IRS Letter of Determination
- NC State University Controller’s Sales Tax Exempt Letter
- IRS Form 6166 – NC State University Certification of U.S. Tax Residency
NC State University Tax Exemption Forms
- North Carolina Sales and Use Tax Exemption (E-595E)
- Florida – Certificate of Exemption
- Canadian Revenue Agency Tax Exemption
IRS Vendor Forms for Accounts Payable
- W-9 Request for Taxpayer Idenification
- W-9 Instructions
- W-8BEN – Certificate of Foreign Status (Individual)
- W-8BEN – Instructions
- W-8BEN-E NCSU-Substitute Form, Non-FATCA (Entities Only-Short Form)
- W-8BEN-E Substitute Form TEMPLATE, Non-FATCA (Example for departments and vendors)
- W-8BEN-E Certificate of Foreign Status (Entities-Long Form)
- W-8BEN-E Instructions
- W-8EXP-Certificate of Foreign Government or Other Foreign Organization
- W-8EXP Instructions
- Instructions for the Requester of W-8BEN, W-8BEN-E, W-8ECI, W-8EXP, and W-8IMY
- International Suppliers Tax FAQs
