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 Tax and Compliance Manager 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 State’s Sales & Use Tax Certificate of Exemption (E-595E)
- NC State University Controller’s Sales Tax Exempt Letter
- NC General Statute – Sales Tax Exemption Legislation
- IRS Letter of Determination
- IRS Form 6166 – NC State University Certification of U.S. Tax Residency
Sales & Use Tax
See Sales and Use Tax for NC General Statute applicability, company tax exemptions, country exemption forms, and a list of all states’ sales and use tax exemption certificates.
IRS Vendor Forms for Accounts Payable
- W-9 Request for Taxpayer Identification
- W-9 Instructions
- W-8BEN – Certificate of Foreign Status (Individual)
- W-8BEN – Instructions
- W-8BEN-E, NC State-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