Resources

This Quick Reference Guide (QRG) is designed to walk an Employee as Self through the process of assigning a procurement cart in Workday to another worker. By the end of this QRG, you will be able to successfully assign a cart to the relevant worker after adding the required items for UVA from the UVA Marketplace integrated in Workday.

This Quick Reference Guide (QRG) is designed to walk a Petty Custodian through a Miscellaneous Payment Request to request a replenishment of their petty cash account. After a petty cash account has been established and initially funded for their area by Treasury, it may become necessary to replenish the petty cash account. This is done by the Petty Custodian through a Miscellaneous Payment Request.

This Quick Reference Guide (QRG) is designed to walk a Payroll Accounting Adjustment Specialist through the task of requesting Payroll Accounting Adjustment (PAA)  in Workday.

This Quick Reference Guide (QRG) is designed to walk a Payroll Accounting Adjustment Specialist through the steps to create a historical payroll accounting adjustment using the Create Journal business process in Workday. By the end of this QRG, users will be able to successfully document and adjust payroll costing for historical Oracle transactions.

This Quick Reference Guide (QRG) is designed to walk Payroll Accounting Adjustment Specialists, Grants Compliance Reviewers, and Payroll Partners through the task of Creating Payroll Accounting Adjustments. This task is used to correct payroll accounting results for employees in Workday.

This QRG is designed to walk Workday users through the report functionality in Workday. By the end of this QRG, you will be able to run, view, and navigate data within reports using Workday’s various functionalities.

This Quick Reference Guide (QRG) is designed to walk approvers through the approval process in Workday. By the end of this QRG, you will know how to approve transactions and add approvers in Workday.

This Quick Reference Guide (QRG) is designed to walk employees through the delegation process in Workday. By the end of this QRG, you will be able to delegate Workday transactions, manage your delegations, and access transactions delegated to you. Delegations are temporary reassignments of tasks to another person, enabling them to perform actions on your behalf. The delegation may pertain to initiating processes, approving transactions, or delegating specific actions to someone.

Academic program agreements are contracts between the University and another institution or organization to establish a joint educational program, a collaborative academic relationship such as a student exchange, or a research activity unrelated to sponsored research.  These agreements are processed and signed by the Provost’s Office in coordination either with Financial Operations or, in the case of research-related agreements, the Office of Sponsored Programs.

• NOTE:  The tax implications of education expenses vary significantly depending on the particular circumstances of each student.  The University strongly encourages students and parents to consult with a qualified tax advisor and to refer to official IRS publications for information about 1098-t forms, education credits and other

The term “human subject” refers to a living individual about whom an investigator (whether professional or student) conducting research obtains data through intervention or interaction with the individual. Human subjects may be compensated for their participation in research projects in cash, cash equivalent (prepaid credit cards or gift cards), or small gifts of modest value.

The University finances its capital projects with various sources of funds, including gifts, operating income, state appropriations and debt issued in the form of commercial paper and bonds. IRS regulations permit nonprofit and governmental entities to issue tax-exempt debt contingent upon use of the facilities for the issuer's charitable nonprofit or governmental purposes.

As a governmental nonprofit the University is generally exempt from income tax under Section 501(c)(3) of the Internal Revenue Code.  However, the exemption only extends to activities that are substantially related to its nonprofit educational, research, public service and patient care missions.  If the University carries on a trade or business activity unrelated to its exempt purposes, under Section 513 of the Internal Revenue Code the ne

All employees of the University are responsible for performing their duties in compliance with proper internal controls. Internal controls must reasonably assure that financial information is timely and accurate, that assets are safeguarded and properly accounted for, and that the University complies with all prevailing laws and administrative regulations of the Commonwealth of Virginia and the Federal government.

More information can be found in University Policy FIN-021: Internal Controls.

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Note:  If a state is in "Exempt" status, the corresponding Exemption Certificate (if available) can be accessed by clicking the related link.

The Foreign National Tax Analyst is responsible for providing guidance concerning federal and state tax withholding and reporting of payments made to individuals who are not U.S. residents.  As an extension of tax compliance, international taxation involves working closely with international students, scholars, and visitors to determine their residency statuses for tax withholding purposes.  In addition, this function issues Form 1042-S on an annual basis.