Responsibilities Include:
- Preparation and filing of Federal and State information returns for the University and affiliated entities
- Preparation and payment of monthly sales / use taxes and other miscellaneous local taxes as required
- Review of University activities for tax compliance issues
Commonly Requested Tax Forms:
- IRS Form W-9
- Please Include Mailing Address on line 2 in this form.
- 501(c)(3) IRS Determination Letter
- CA Franchise Tax Board – Entity Status Letter
- CA Form 590
- Hawaii Certificate of Tax Clearance
- Washington DC Certificate of Clean Hands
- Request IRS Form 990
Relocation Tax Implications:
- Under the Tax Cuts and Jobs Act of 2017, the personal deduction for moving expenses and the exclusion from income of employer-paid moving expenses are suspended from January 1, 2018 through December 31, 2025. As a result, all moving expenses incurred on or after January 1, 2018, whether reimbursed to an individual or paid to a vendor on behalf of an individual, are taxable income to the individual.
Additional Tax Resources:
Contact
Name: Susan Burbar
Email: burbar@usc.edu
Phone: (213) 821-1986
Fax: (213) 821-6117
Name: Eva Herzing
Email: herzing@usc.edu
Phone: (213) 764-7966
Fax: (213) 821-6117
Mailing Address:
University of Southern California
Tax Department
University Gardens Building (UGB), Suite 205
Los Angeles, CA 90089-8006