Search

Tax Compliance: General Information and Overview


Tax Documents On-Line

  • Obtain a copy of the University’s IRS determination letter confirming the University’s tax-exempt status.
  • Obtain a copy of the University’s W-9 Form.
  • 990-T Public Inspection Copy:  In accordance with IRS regulations, the University of Virginia makes its most recent Form 990-T (Exempt Organization Business Income Tax Return) available for public inspection. To obtain a copy of the University of Virginia's Form 990-T, please submit a request in writing to:

    Assistant Vice President for Finance and University Controller
    University of Virginia
    PO Box 400194
    Charlottesville, VA 22904-4194

  • Research available state sales tax exemption forms.
  • Complete your private use questionnaire (link to on-line PUQ).
  • Electronically send us a copy of a 1099-MISC or 1099-K form you received.
  • If you have a question or can’t find what you need, send us a question.

Tax Responsibility Generally

The Tax Compliance and Operational Contracts unit in the University Controller’s Office provides guidance and oversight on tax matters, manages overall University tax compliance, and maintains primary responsibility for the tax functions enumerated below. In addition, as tax compliance responsibility is distributed at the University, certain specific tax responsibilities are administered by other units of the University’s central administration.

For assistance with employment and foreign national tax issues, please refer to the Compliance and Immigration Services unit in UVA Human Resources.

Controller’s Office Responsibilities 

  • Managing overall University tax compliance.
  • Preparing and filing Form 990-T, reporting of unrelated business income.
  • Pre-issuance and post-issuance private use analysis.
  • Managing state sales tax exemptions and reporting.
  • Preparing and filing Form 1099-K, payment card and third party network transactions.
  • Reviewing and filing Form 5227 and related state forms for University endowments.
  • Receiving and archiving 1099-MISC and 1099-K forms and other tax-related forms issued to the University.

Responsibilities Managed by Other Offices

Important Note about Individual Tax Issues

The material on this website has been prepared for informational purposes only, and is not intended to provide, and should not be relied upon for, tax, legal, or accounting advice. The University of Virginia does not provide tax, legal, or accounting advice to individual students, parents or employees. Individuals should consult their own advisors before engaging in any transaction.

Questions or Comments?

Please contact us with any questions about tax compliance issues or contracting activities.

Contact Us