Home | Tax Management

The University Tax Management Office is a consulting office that supports University departments with their business tax needs.

Accountable Plan

The University of Minnesota maintains an accountable plan that is compliant with current Internal Revenue Service (IRS) requirements.

University of Minnesota Accountable Plan

Justification Standards Job Aid

Minnesota Sales Tax

ST3 - Minnesota Certificate of Exemption

Campus Sales Tax Rates (effective 4/1/2024)

Centrally Filed Sales and Use Tax Forms UM 1604 and UM 1763

Current W-9

Download Form W-9 IRS - Federal Request for Taxpayer Identification and Certification

If you receive a request for a SUBSTITUTE W-9 form (not the standard IRS form above), please email the Tax Management Office for assistance in completing the form: [email protected].

Regents Tuition Benefit Program

Featured

TMOG #24 - Making University Tax Exempt Purchases
TMOG #23 - Payments to Non-Student Individuals
Job Aid - Sourcing Transaction for Sales Tax

Personal Taxes

The University Tax Management Office does not provide individual tax advice and does not prepare any forms. Questions should be directed as follows:

Form W-2 or Form 1042-S: Payroll Services
Form 1099: Controller’s Office
Form 1098-T: See frequently asked questions and One Stop contact information in the Form 1098-T section of our Students and Parents page

For any issues with your personal taxes, please contact a personal tax advisor or the IRS. The Tax Preparation section of our Students and Parents page has additional resources.

Contact Us

Phone: 612-624-1053
[email protected]

University Tax Management
2221 University Ave SE, Suite 100 Minneapolis, MN 55414

Campus Mail: Code 2715A