How To Determine Which Tax Related Documents are Required When Making Non-Payroll Payments at UW-Madison


IMPORTANT INFORMATION (Please read before you continue with this flowchart)

The flowchart below guides you in determining which tax related documents are required when making payments at UW-Madison. This is especially important when making payments to Nonresident Alien (NRA) visitors because additional immigration (visa restrictions, documentation, etc.) and tax (tax treaties, etc.) issues are involved. For example, for NRA’s the visa type determines the kind of payments the UW is allowed to make to the NRA. Please make sure you review flowchart as part of your planning process ahead of the visitor arriving because these requirements must be adhered to.

If you still have tax related questions after reviewing our tax web pages please contact your Dean's Office for assistance.

NOTE: If the payment for services performed by an NRA is being made to their company (i.e., invoice received by UW by NRA’s company), the UW is required to treat the payment as being made to the NRA for required immigration and taxation purposes. As such all the required immigration documentation and taxation listed in the flowchart below must be followed for the NRA, not their company.

PDF version of Determine Which Tax Related Documents are Required When Making Non-Payroll Payments at UW-Madison flowchart.

Return to Tax Information.

Required Tax Flowchart Visa Waiver Program 100-MISC/1042S Tax Reportable Trasactions by Accont Codes 100-MISC/1042S Tax Reportable Trasactions by Accont Codes Imp[lementation of W-9 Compliance Imp[lementation of W-9 Compliance Backup Withholding (28%) for Payments to U.S. Tax Residents How to use vendor search in WISDM fo rSFS AP transactions How to use vendor search in WISDM fo rSFS AP transactions How to use vendor search in WISDM fo rSFS AP transactions How to use vendor search in WISDM fo rSFS AP transactions Payment to Foreign Nationals Payment to Foreign Nationals Visa Waiver Program Obtain/Apply for a Taxpayer Identification Number for Non-Resident Aliens (NRA's) Receiving Any Payment From UW-Madison Independent Contractors and Scholarships Use of W-8BEN and 8233 Forms