NWEUG2015

RESPONDING TO FEDERAL REPORTING REQUIREMENTS FOR

PAYMENTSLinda Keeney & Kim Salisbury

University of Idaho

July 30, 2015

Business & Finance

Coeur d’Alene, Idaho

NWEUG2015

SESSION RULES OF ETIQUETTE

Please turn off you cell phone/pager

If you must leave the session early, please do so as discreetly as possible

Please avoid side conversation during the session

Thank you for your cooperation!

Coeur d’Alene, Idaho

NWEUG2015

INTRODUCTION

• Based on IRS Guidelines, we have improved payment process procedures

Independent Contractors (1099Misc)

Employment (W2/1042S)

Student Payments (1098T/1042S)

Coeur d’Alene, Idaho

NWEUG2015

SESSION AGENDA

1.“How To Pay” Team2. Payment Workflow

3. Independent Contractors

4. Employment

5. Student Payments

Coeur d’Alene, Idaho

NWEUG2015

“HOW TO PAY” TEAM

• Monthly Meetings

• Representation from A/P, H/R, Payroll, Student Accounts, Financial Aid, Purchasing, Business Process

• Process Flow Diagrams

• Informational Website

Coeur d’Alene, Idaho

NWEUG2015

SESSION AGENDA

1. “How To Pay” Team

2.Payment Workflow3. Independent Contractors

4. Employment

5. Student Payments

Coeur d’Alene, Idaho

NWEUG2015

PAYMENT WORKFLOW

http://www.uidaho.edu/human-resources/compensation/How-to-Pay

Coeur d’Alene, Idaho

NWEUG2015

PAYMENT WORKFLOW

Coeur d’Alene, Idaho

NWEUG2015

PAYMENT WORKFLOW

Coeur d’Alene, Idaho

NWEUG2015

SESSION AGENDA

1. “How To Pay” Team

2. Payment Workflow

3. Independent Contractors4. Employment

5. Student Payments

Coeur d’Alene, Idaho

NWEUG2015

INDEPENDENT CONTRACTORS• Online Service Contract Approvals

IRS Common Law Rules

Behavioral

Financial

Type of Relationship

Coeur d’Alene, Idaho

NWEUG2015

SESSION AGENDA

1. “How To Pay” Team

2. Payment Workflow

3. Independent Contractors

4.Employment5. Student Payments

Coeur d’Alene, Idaho

NWEUG2015

EMPLOYMENT

• Review by Employment Services

Job Duties

FLSA

Coeur d’Alene, Idaho

NWEUG2015

SESSION AGENDA

1. “How To Pay” Team

2. Payment Workflow

3. Independent Contractors

4. Employment

5.Student Payments

Coeur d’Alene, Idaho

NWEUG2015

STUDENT PAYMENTS

• Student Fee Payments

Student Accounts

• Student Resource Payments

Financial Aid

• SSN Collection through Self-Service Intercept

Coeur d’Alene, Idaho

NWEUG2015

QUESTIONS & ANSWERS

Coeur d’Alene, Idaho

NWEUG2015

THANK YOU!Linda Keeney: lkeeney@uidaho.edu

Kim Salisbury: kims@uidaho.edu

Coeur d’Alene, Idaho