Presented by: Michael Mumpower-Accountant Sr. …Michael Mumpower-Accountant Sr. Tirscha Gomez...
15
Presented by: Michael Mumpower- Accountant Sr. Tirscha Gomez – Accountant Principal
Transcript of Presented by: Michael Mumpower-Accountant Sr. …Michael Mumpower-Accountant Sr. Tirscha Gomez...
Presented by
Michael Mumpower- Accountant Sr
Tirscha Gomez ndash Accountant Principal
Presentation Objectives
Use tax Definition
Sales and Use Tax as a purchaser
Use tax rate
How is use tax paid
Nontaxable services
Exemptions from Sales and Use Tax
How p-card use tax is applied
How to located p-card use tax
What to do if duplicate tax is charged
How to locate a use tax reversal
Expenditure codes related to use tax
Use Tax Defined
Tax on the use storage or consumption
of tangible personal property in Arizona
Arizona Purchasers are liable for Use
Tax on goods purchased from an out-of-
state vendor that did not collect the Use
Tax
If the Sales tax has been paid on the
purchase then exempt from Use Tax
Sales and Use Tax As a Purchaser
The University generally pays Sales Tax to the Vendor ( or pays Use Tax to the state if the vendor does not charge Sales Tax)
The University is NOT an exempt entity for AZ Sales and Use Tax purposes
Specific exemptions do apply for certain purchases (ie RampD) per the AZ Statutes so no Sales or Use Tax is owed at purchase
Use Tax Rate
AZ State Use Tax rate is generally 66
Counties generally do not impose Use
Tax
The university is not subject to City Use
Tax
How is use tax paid
Use tax is paid by ASU directly to the
Arizona Department of Revenue
It is not paid to the vendor from which
the purchase was made
Nontaxable Services
Professional and personal services
Repair maintenance and Installation Services if charges are separately stated on invoices and records
Warranty or service contract (if not required to purchase with the tangible personal property and is charged separately on an invoice)
Delivery charge (freight or shipping) if separately stated on the invoice
Internet access and cable services
Conference registration fees
Professional membership dues
Exemptions from Sales and Use Tax
Machinery and equipment used in RampD
Printed and other media materials (available to the public) by ASU Libraries
Liquid solid or gaseous chemicals used in RampD
Purchase for resale
Others as set forth in ARS sect42-5061 or ARS sect42-5159
httpwwwazlegstateazusars4205061htm [78 exemptions]httpwwwazlegstateazusars4205159htm [73 exemptions]
How P-card Use Tax is Applied A query is run in PaymentNet on these criteria below to
find applicable use tax purchases
The PaymentNet file is then reviewed and loaded into Advantage
How to Locate P-card Use tax
On your Advantage Reports the use tax
charge will
Have the same expenditure code as the
original transaction
Have the Last Name of the Employeersquos card
Have the partial name of the company
Have the approximate post date of the
transaction in PaymentNet
Be 66 of your total transaction amount
Duplicate Tax
If you locate a use tax charge on your Advantage reports and you also have been taxed by the vendor follow the subsequent steps to have your duplicate sales tax reversed
1 Make a copy of the vendorrsquos invoice showing the sales tax applied to the transaction
2 On the top of the copy write your agency and the expenditure code the transaction was applied to or print a copy of your Advantage report that show this information
3 Send fax or scan a copy to Tirscha Gomez ( MC 5812 Fax 5-2683 or TirschaGomezasuedu)
How to Locate a Use Tax Reversal
A use tax reversal transaction number will always begin with USETXhellip
Usually the use tax reversal will be the same amount as the applied use tax by the batch process
If you have trouble locating a reversal call Tirscha Gomez at 5-6035
Expenditure Codes
Remember if your p-card transaction is miscoded in PaymentNet there is a possibility that use tax was applied or not correctly applied to a transaction in your Advantage reports
The most popular use tax reversals are for Conference Registrations
Membership Dues
Advertising
Contact Information
Questions Need Help
Kathy McQuitty 480-965-8479 or KathleenMcQuittyasuedu
Michael Mumpower 480-965-9890 or MichaelMumpowerasuedu
Bari Simmons 480-965-0108 or BariSimmonsasuedu
Tirscha Gomez 480-965-6035 or TirschaGomezasuedu
Questions
Presentation Objectives
Use tax Definition
Sales and Use Tax as a purchaser
Use tax rate
How is use tax paid
Nontaxable services
Exemptions from Sales and Use Tax
How p-card use tax is applied
How to located p-card use tax
What to do if duplicate tax is charged
How to locate a use tax reversal
Expenditure codes related to use tax
Use Tax Defined
Tax on the use storage or consumption
of tangible personal property in Arizona
Arizona Purchasers are liable for Use
Tax on goods purchased from an out-of-
state vendor that did not collect the Use
Tax
If the Sales tax has been paid on the
purchase then exempt from Use Tax
Sales and Use Tax As a Purchaser
The University generally pays Sales Tax to the Vendor ( or pays Use Tax to the state if the vendor does not charge Sales Tax)
The University is NOT an exempt entity for AZ Sales and Use Tax purposes
Specific exemptions do apply for certain purchases (ie RampD) per the AZ Statutes so no Sales or Use Tax is owed at purchase
Use Tax Rate
AZ State Use Tax rate is generally 66
Counties generally do not impose Use
Tax
The university is not subject to City Use
Tax
How is use tax paid
Use tax is paid by ASU directly to the
Arizona Department of Revenue
It is not paid to the vendor from which
the purchase was made
Nontaxable Services
Professional and personal services
Repair maintenance and Installation Services if charges are separately stated on invoices and records
Warranty or service contract (if not required to purchase with the tangible personal property and is charged separately on an invoice)
Delivery charge (freight or shipping) if separately stated on the invoice
Internet access and cable services
Conference registration fees
Professional membership dues
Exemptions from Sales and Use Tax
Machinery and equipment used in RampD
Printed and other media materials (available to the public) by ASU Libraries
Liquid solid or gaseous chemicals used in RampD
Purchase for resale
Others as set forth in ARS sect42-5061 or ARS sect42-5159
httpwwwazlegstateazusars4205061htm [78 exemptions]httpwwwazlegstateazusars4205159htm [73 exemptions]
How P-card Use Tax is Applied A query is run in PaymentNet on these criteria below to
find applicable use tax purchases
The PaymentNet file is then reviewed and loaded into Advantage
How to Locate P-card Use tax
On your Advantage Reports the use tax
charge will
Have the same expenditure code as the
original transaction
Have the Last Name of the Employeersquos card
Have the partial name of the company
Have the approximate post date of the
transaction in PaymentNet
Be 66 of your total transaction amount
Duplicate Tax
If you locate a use tax charge on your Advantage reports and you also have been taxed by the vendor follow the subsequent steps to have your duplicate sales tax reversed
1 Make a copy of the vendorrsquos invoice showing the sales tax applied to the transaction
2 On the top of the copy write your agency and the expenditure code the transaction was applied to or print a copy of your Advantage report that show this information
3 Send fax or scan a copy to Tirscha Gomez ( MC 5812 Fax 5-2683 or TirschaGomezasuedu)
How to Locate a Use Tax Reversal
A use tax reversal transaction number will always begin with USETXhellip
Usually the use tax reversal will be the same amount as the applied use tax by the batch process
If you have trouble locating a reversal call Tirscha Gomez at 5-6035
Expenditure Codes
Remember if your p-card transaction is miscoded in PaymentNet there is a possibility that use tax was applied or not correctly applied to a transaction in your Advantage reports
The most popular use tax reversals are for Conference Registrations
Membership Dues
Advertising
Contact Information
Questions Need Help
Kathy McQuitty 480-965-8479 or KathleenMcQuittyasuedu
Michael Mumpower 480-965-9890 or MichaelMumpowerasuedu
Bari Simmons 480-965-0108 or BariSimmonsasuedu
Tirscha Gomez 480-965-6035 or TirschaGomezasuedu
Questions
Use Tax Defined
Tax on the use storage or consumption
of tangible personal property in Arizona
Arizona Purchasers are liable for Use
Tax on goods purchased from an out-of-
state vendor that did not collect the Use
Tax
If the Sales tax has been paid on the
purchase then exempt from Use Tax
Sales and Use Tax As a Purchaser
The University generally pays Sales Tax to the Vendor ( or pays Use Tax to the state if the vendor does not charge Sales Tax)
The University is NOT an exempt entity for AZ Sales and Use Tax purposes
Specific exemptions do apply for certain purchases (ie RampD) per the AZ Statutes so no Sales or Use Tax is owed at purchase
Use Tax Rate
AZ State Use Tax rate is generally 66
Counties generally do not impose Use
Tax
The university is not subject to City Use
Tax
How is use tax paid
Use tax is paid by ASU directly to the
Arizona Department of Revenue
It is not paid to the vendor from which
the purchase was made
Nontaxable Services
Professional and personal services
Repair maintenance and Installation Services if charges are separately stated on invoices and records
Warranty or service contract (if not required to purchase with the tangible personal property and is charged separately on an invoice)
Delivery charge (freight or shipping) if separately stated on the invoice
Internet access and cable services
Conference registration fees
Professional membership dues
Exemptions from Sales and Use Tax
Machinery and equipment used in RampD
Printed and other media materials (available to the public) by ASU Libraries
Liquid solid or gaseous chemicals used in RampD
Purchase for resale
Others as set forth in ARS sect42-5061 or ARS sect42-5159
httpwwwazlegstateazusars4205061htm [78 exemptions]httpwwwazlegstateazusars4205159htm [73 exemptions]
How P-card Use Tax is Applied A query is run in PaymentNet on these criteria below to
find applicable use tax purchases
The PaymentNet file is then reviewed and loaded into Advantage
How to Locate P-card Use tax
On your Advantage Reports the use tax
charge will
Have the same expenditure code as the
original transaction
Have the Last Name of the Employeersquos card
Have the partial name of the company
Have the approximate post date of the
transaction in PaymentNet
Be 66 of your total transaction amount
Duplicate Tax
If you locate a use tax charge on your Advantage reports and you also have been taxed by the vendor follow the subsequent steps to have your duplicate sales tax reversed
1 Make a copy of the vendorrsquos invoice showing the sales tax applied to the transaction
2 On the top of the copy write your agency and the expenditure code the transaction was applied to or print a copy of your Advantage report that show this information
3 Send fax or scan a copy to Tirscha Gomez ( MC 5812 Fax 5-2683 or TirschaGomezasuedu)
How to Locate a Use Tax Reversal
A use tax reversal transaction number will always begin with USETXhellip
Usually the use tax reversal will be the same amount as the applied use tax by the batch process
If you have trouble locating a reversal call Tirscha Gomez at 5-6035
Expenditure Codes
Remember if your p-card transaction is miscoded in PaymentNet there is a possibility that use tax was applied or not correctly applied to a transaction in your Advantage reports
The most popular use tax reversals are for Conference Registrations
Membership Dues
Advertising
Contact Information
Questions Need Help
Kathy McQuitty 480-965-8479 or KathleenMcQuittyasuedu
Michael Mumpower 480-965-9890 or MichaelMumpowerasuedu
Bari Simmons 480-965-0108 or BariSimmonsasuedu
Tirscha Gomez 480-965-6035 or TirschaGomezasuedu
Questions
Sales and Use Tax As a Purchaser
The University generally pays Sales Tax to the Vendor ( or pays Use Tax to the state if the vendor does not charge Sales Tax)
The University is NOT an exempt entity for AZ Sales and Use Tax purposes
Specific exemptions do apply for certain purchases (ie RampD) per the AZ Statutes so no Sales or Use Tax is owed at purchase
Use Tax Rate
AZ State Use Tax rate is generally 66
Counties generally do not impose Use
Tax
The university is not subject to City Use
Tax
How is use tax paid
Use tax is paid by ASU directly to the
Arizona Department of Revenue
It is not paid to the vendor from which
the purchase was made
Nontaxable Services
Professional and personal services
Repair maintenance and Installation Services if charges are separately stated on invoices and records
Warranty or service contract (if not required to purchase with the tangible personal property and is charged separately on an invoice)
Delivery charge (freight or shipping) if separately stated on the invoice
Internet access and cable services
Conference registration fees
Professional membership dues
Exemptions from Sales and Use Tax
Machinery and equipment used in RampD
Printed and other media materials (available to the public) by ASU Libraries
Liquid solid or gaseous chemicals used in RampD
Purchase for resale
Others as set forth in ARS sect42-5061 or ARS sect42-5159
httpwwwazlegstateazusars4205061htm [78 exemptions]httpwwwazlegstateazusars4205159htm [73 exemptions]
How P-card Use Tax is Applied A query is run in PaymentNet on these criteria below to
find applicable use tax purchases
The PaymentNet file is then reviewed and loaded into Advantage
How to Locate P-card Use tax
On your Advantage Reports the use tax
charge will
Have the same expenditure code as the
original transaction
Have the Last Name of the Employeersquos card
Have the partial name of the company
Have the approximate post date of the
transaction in PaymentNet
Be 66 of your total transaction amount
Duplicate Tax
If you locate a use tax charge on your Advantage reports and you also have been taxed by the vendor follow the subsequent steps to have your duplicate sales tax reversed
1 Make a copy of the vendorrsquos invoice showing the sales tax applied to the transaction
2 On the top of the copy write your agency and the expenditure code the transaction was applied to or print a copy of your Advantage report that show this information
3 Send fax or scan a copy to Tirscha Gomez ( MC 5812 Fax 5-2683 or TirschaGomezasuedu)
How to Locate a Use Tax Reversal
A use tax reversal transaction number will always begin with USETXhellip
Usually the use tax reversal will be the same amount as the applied use tax by the batch process
If you have trouble locating a reversal call Tirscha Gomez at 5-6035
Expenditure Codes
Remember if your p-card transaction is miscoded in PaymentNet there is a possibility that use tax was applied or not correctly applied to a transaction in your Advantage reports
The most popular use tax reversals are for Conference Registrations
Membership Dues
Advertising
Contact Information
Questions Need Help
Kathy McQuitty 480-965-8479 or KathleenMcQuittyasuedu
Michael Mumpower 480-965-9890 or MichaelMumpowerasuedu
Bari Simmons 480-965-0108 or BariSimmonsasuedu
Tirscha Gomez 480-965-6035 or TirschaGomezasuedu
Questions
Use Tax Rate
AZ State Use Tax rate is generally 66
Counties generally do not impose Use
Tax
The university is not subject to City Use
Tax
How is use tax paid
Use tax is paid by ASU directly to the
Arizona Department of Revenue
It is not paid to the vendor from which
the purchase was made
Nontaxable Services
Professional and personal services
Repair maintenance and Installation Services if charges are separately stated on invoices and records
Warranty or service contract (if not required to purchase with the tangible personal property and is charged separately on an invoice)
Delivery charge (freight or shipping) if separately stated on the invoice
Internet access and cable services
Conference registration fees
Professional membership dues
Exemptions from Sales and Use Tax
Machinery and equipment used in RampD
Printed and other media materials (available to the public) by ASU Libraries
Liquid solid or gaseous chemicals used in RampD
Purchase for resale
Others as set forth in ARS sect42-5061 or ARS sect42-5159
httpwwwazlegstateazusars4205061htm [78 exemptions]httpwwwazlegstateazusars4205159htm [73 exemptions]
How P-card Use Tax is Applied A query is run in PaymentNet on these criteria below to
find applicable use tax purchases
The PaymentNet file is then reviewed and loaded into Advantage
How to Locate P-card Use tax
On your Advantage Reports the use tax
charge will
Have the same expenditure code as the
original transaction
Have the Last Name of the Employeersquos card
Have the partial name of the company
Have the approximate post date of the
transaction in PaymentNet
Be 66 of your total transaction amount
Duplicate Tax
If you locate a use tax charge on your Advantage reports and you also have been taxed by the vendor follow the subsequent steps to have your duplicate sales tax reversed
1 Make a copy of the vendorrsquos invoice showing the sales tax applied to the transaction
2 On the top of the copy write your agency and the expenditure code the transaction was applied to or print a copy of your Advantage report that show this information
3 Send fax or scan a copy to Tirscha Gomez ( MC 5812 Fax 5-2683 or TirschaGomezasuedu)
How to Locate a Use Tax Reversal
A use tax reversal transaction number will always begin with USETXhellip
Usually the use tax reversal will be the same amount as the applied use tax by the batch process
If you have trouble locating a reversal call Tirscha Gomez at 5-6035
Expenditure Codes
Remember if your p-card transaction is miscoded in PaymentNet there is a possibility that use tax was applied or not correctly applied to a transaction in your Advantage reports
The most popular use tax reversals are for Conference Registrations
Membership Dues
Advertising
Contact Information
Questions Need Help
Kathy McQuitty 480-965-8479 or KathleenMcQuittyasuedu
Michael Mumpower 480-965-9890 or MichaelMumpowerasuedu
Bari Simmons 480-965-0108 or BariSimmonsasuedu
Tirscha Gomez 480-965-6035 or TirschaGomezasuedu
Questions
How is use tax paid
Use tax is paid by ASU directly to the
Arizona Department of Revenue
It is not paid to the vendor from which
the purchase was made
Nontaxable Services
Professional and personal services
Repair maintenance and Installation Services if charges are separately stated on invoices and records
Warranty or service contract (if not required to purchase with the tangible personal property and is charged separately on an invoice)
Delivery charge (freight or shipping) if separately stated on the invoice
Internet access and cable services
Conference registration fees
Professional membership dues
Exemptions from Sales and Use Tax
Machinery and equipment used in RampD
Printed and other media materials (available to the public) by ASU Libraries
Liquid solid or gaseous chemicals used in RampD
Purchase for resale
Others as set forth in ARS sect42-5061 or ARS sect42-5159
httpwwwazlegstateazusars4205061htm [78 exemptions]httpwwwazlegstateazusars4205159htm [73 exemptions]
How P-card Use Tax is Applied A query is run in PaymentNet on these criteria below to
find applicable use tax purchases
The PaymentNet file is then reviewed and loaded into Advantage
How to Locate P-card Use tax
On your Advantage Reports the use tax
charge will
Have the same expenditure code as the
original transaction
Have the Last Name of the Employeersquos card
Have the partial name of the company
Have the approximate post date of the
transaction in PaymentNet
Be 66 of your total transaction amount
Duplicate Tax
If you locate a use tax charge on your Advantage reports and you also have been taxed by the vendor follow the subsequent steps to have your duplicate sales tax reversed
1 Make a copy of the vendorrsquos invoice showing the sales tax applied to the transaction
2 On the top of the copy write your agency and the expenditure code the transaction was applied to or print a copy of your Advantage report that show this information
3 Send fax or scan a copy to Tirscha Gomez ( MC 5812 Fax 5-2683 or TirschaGomezasuedu)
How to Locate a Use Tax Reversal
A use tax reversal transaction number will always begin with USETXhellip
Usually the use tax reversal will be the same amount as the applied use tax by the batch process
If you have trouble locating a reversal call Tirscha Gomez at 5-6035
Expenditure Codes
Remember if your p-card transaction is miscoded in PaymentNet there is a possibility that use tax was applied or not correctly applied to a transaction in your Advantage reports
The most popular use tax reversals are for Conference Registrations
Membership Dues
Advertising
Contact Information
Questions Need Help
Kathy McQuitty 480-965-8479 or KathleenMcQuittyasuedu
Michael Mumpower 480-965-9890 or MichaelMumpowerasuedu
Bari Simmons 480-965-0108 or BariSimmonsasuedu
Tirscha Gomez 480-965-6035 or TirschaGomezasuedu
Questions
Nontaxable Services
Professional and personal services
Repair maintenance and Installation Services if charges are separately stated on invoices and records
Warranty or service contract (if not required to purchase with the tangible personal property and is charged separately on an invoice)
Delivery charge (freight or shipping) if separately stated on the invoice
Internet access and cable services
Conference registration fees
Professional membership dues
Exemptions from Sales and Use Tax
Machinery and equipment used in RampD
Printed and other media materials (available to the public) by ASU Libraries
Liquid solid or gaseous chemicals used in RampD
Purchase for resale
Others as set forth in ARS sect42-5061 or ARS sect42-5159
httpwwwazlegstateazusars4205061htm [78 exemptions]httpwwwazlegstateazusars4205159htm [73 exemptions]
How P-card Use Tax is Applied A query is run in PaymentNet on these criteria below to
find applicable use tax purchases
The PaymentNet file is then reviewed and loaded into Advantage
How to Locate P-card Use tax
On your Advantage Reports the use tax
charge will
Have the same expenditure code as the
original transaction
Have the Last Name of the Employeersquos card
Have the partial name of the company
Have the approximate post date of the
transaction in PaymentNet
Be 66 of your total transaction amount
Duplicate Tax
If you locate a use tax charge on your Advantage reports and you also have been taxed by the vendor follow the subsequent steps to have your duplicate sales tax reversed
1 Make a copy of the vendorrsquos invoice showing the sales tax applied to the transaction
2 On the top of the copy write your agency and the expenditure code the transaction was applied to or print a copy of your Advantage report that show this information
3 Send fax or scan a copy to Tirscha Gomez ( MC 5812 Fax 5-2683 or TirschaGomezasuedu)
How to Locate a Use Tax Reversal
A use tax reversal transaction number will always begin with USETXhellip
Usually the use tax reversal will be the same amount as the applied use tax by the batch process
If you have trouble locating a reversal call Tirscha Gomez at 5-6035
Expenditure Codes
Remember if your p-card transaction is miscoded in PaymentNet there is a possibility that use tax was applied or not correctly applied to a transaction in your Advantage reports
The most popular use tax reversals are for Conference Registrations
Membership Dues
Advertising
Contact Information
Questions Need Help
Kathy McQuitty 480-965-8479 or KathleenMcQuittyasuedu
Michael Mumpower 480-965-9890 or MichaelMumpowerasuedu
Bari Simmons 480-965-0108 or BariSimmonsasuedu
Tirscha Gomez 480-965-6035 or TirschaGomezasuedu
Questions
Exemptions from Sales and Use Tax
Machinery and equipment used in RampD
Printed and other media materials (available to the public) by ASU Libraries
Liquid solid or gaseous chemicals used in RampD
Purchase for resale
Others as set forth in ARS sect42-5061 or ARS sect42-5159
httpwwwazlegstateazusars4205061htm [78 exemptions]httpwwwazlegstateazusars4205159htm [73 exemptions]
How P-card Use Tax is Applied A query is run in PaymentNet on these criteria below to
find applicable use tax purchases
The PaymentNet file is then reviewed and loaded into Advantage
How to Locate P-card Use tax
On your Advantage Reports the use tax
charge will
Have the same expenditure code as the
original transaction
Have the Last Name of the Employeersquos card
Have the partial name of the company
Have the approximate post date of the
transaction in PaymentNet
Be 66 of your total transaction amount
Duplicate Tax
If you locate a use tax charge on your Advantage reports and you also have been taxed by the vendor follow the subsequent steps to have your duplicate sales tax reversed
1 Make a copy of the vendorrsquos invoice showing the sales tax applied to the transaction
2 On the top of the copy write your agency and the expenditure code the transaction was applied to or print a copy of your Advantage report that show this information
3 Send fax or scan a copy to Tirscha Gomez ( MC 5812 Fax 5-2683 or TirschaGomezasuedu)
How to Locate a Use Tax Reversal
A use tax reversal transaction number will always begin with USETXhellip
Usually the use tax reversal will be the same amount as the applied use tax by the batch process
If you have trouble locating a reversal call Tirscha Gomez at 5-6035
Expenditure Codes
Remember if your p-card transaction is miscoded in PaymentNet there is a possibility that use tax was applied or not correctly applied to a transaction in your Advantage reports
The most popular use tax reversals are for Conference Registrations
Membership Dues
Advertising
Contact Information
Questions Need Help
Kathy McQuitty 480-965-8479 or KathleenMcQuittyasuedu
Michael Mumpower 480-965-9890 or MichaelMumpowerasuedu
Bari Simmons 480-965-0108 or BariSimmonsasuedu
Tirscha Gomez 480-965-6035 or TirschaGomezasuedu
Questions
How P-card Use Tax is Applied A query is run in PaymentNet on these criteria below to
find applicable use tax purchases
The PaymentNet file is then reviewed and loaded into Advantage
How to Locate P-card Use tax
On your Advantage Reports the use tax
charge will
Have the same expenditure code as the
original transaction
Have the Last Name of the Employeersquos card
Have the partial name of the company
Have the approximate post date of the
transaction in PaymentNet
Be 66 of your total transaction amount
Duplicate Tax
If you locate a use tax charge on your Advantage reports and you also have been taxed by the vendor follow the subsequent steps to have your duplicate sales tax reversed
1 Make a copy of the vendorrsquos invoice showing the sales tax applied to the transaction
2 On the top of the copy write your agency and the expenditure code the transaction was applied to or print a copy of your Advantage report that show this information
3 Send fax or scan a copy to Tirscha Gomez ( MC 5812 Fax 5-2683 or TirschaGomezasuedu)
How to Locate a Use Tax Reversal
A use tax reversal transaction number will always begin with USETXhellip
Usually the use tax reversal will be the same amount as the applied use tax by the batch process
If you have trouble locating a reversal call Tirscha Gomez at 5-6035
Expenditure Codes
Remember if your p-card transaction is miscoded in PaymentNet there is a possibility that use tax was applied or not correctly applied to a transaction in your Advantage reports
The most popular use tax reversals are for Conference Registrations
Membership Dues
Advertising
Contact Information
Questions Need Help
Kathy McQuitty 480-965-8479 or KathleenMcQuittyasuedu
Michael Mumpower 480-965-9890 or MichaelMumpowerasuedu
Bari Simmons 480-965-0108 or BariSimmonsasuedu
Tirscha Gomez 480-965-6035 or TirschaGomezasuedu
Questions
How to Locate P-card Use tax
On your Advantage Reports the use tax
charge will
Have the same expenditure code as the
original transaction
Have the Last Name of the Employeersquos card
Have the partial name of the company
Have the approximate post date of the
transaction in PaymentNet
Be 66 of your total transaction amount
Duplicate Tax
If you locate a use tax charge on your Advantage reports and you also have been taxed by the vendor follow the subsequent steps to have your duplicate sales tax reversed
1 Make a copy of the vendorrsquos invoice showing the sales tax applied to the transaction
2 On the top of the copy write your agency and the expenditure code the transaction was applied to or print a copy of your Advantage report that show this information
3 Send fax or scan a copy to Tirscha Gomez ( MC 5812 Fax 5-2683 or TirschaGomezasuedu)
How to Locate a Use Tax Reversal
A use tax reversal transaction number will always begin with USETXhellip
Usually the use tax reversal will be the same amount as the applied use tax by the batch process
If you have trouble locating a reversal call Tirscha Gomez at 5-6035
Expenditure Codes
Remember if your p-card transaction is miscoded in PaymentNet there is a possibility that use tax was applied or not correctly applied to a transaction in your Advantage reports
The most popular use tax reversals are for Conference Registrations
Membership Dues
Advertising
Contact Information
Questions Need Help
Kathy McQuitty 480-965-8479 or KathleenMcQuittyasuedu
Michael Mumpower 480-965-9890 or MichaelMumpowerasuedu
Bari Simmons 480-965-0108 or BariSimmonsasuedu
Tirscha Gomez 480-965-6035 or TirschaGomezasuedu
Questions
Duplicate Tax
If you locate a use tax charge on your Advantage reports and you also have been taxed by the vendor follow the subsequent steps to have your duplicate sales tax reversed
1 Make a copy of the vendorrsquos invoice showing the sales tax applied to the transaction
2 On the top of the copy write your agency and the expenditure code the transaction was applied to or print a copy of your Advantage report that show this information
3 Send fax or scan a copy to Tirscha Gomez ( MC 5812 Fax 5-2683 or TirschaGomezasuedu)
How to Locate a Use Tax Reversal
A use tax reversal transaction number will always begin with USETXhellip
Usually the use tax reversal will be the same amount as the applied use tax by the batch process
If you have trouble locating a reversal call Tirscha Gomez at 5-6035
Expenditure Codes
Remember if your p-card transaction is miscoded in PaymentNet there is a possibility that use tax was applied or not correctly applied to a transaction in your Advantage reports
The most popular use tax reversals are for Conference Registrations
Membership Dues
Advertising
Contact Information
Questions Need Help
Kathy McQuitty 480-965-8479 or KathleenMcQuittyasuedu
Michael Mumpower 480-965-9890 or MichaelMumpowerasuedu
Bari Simmons 480-965-0108 or BariSimmonsasuedu
Tirscha Gomez 480-965-6035 or TirschaGomezasuedu
Questions
How to Locate a Use Tax Reversal
A use tax reversal transaction number will always begin with USETXhellip
Usually the use tax reversal will be the same amount as the applied use tax by the batch process
If you have trouble locating a reversal call Tirscha Gomez at 5-6035
Expenditure Codes
Remember if your p-card transaction is miscoded in PaymentNet there is a possibility that use tax was applied or not correctly applied to a transaction in your Advantage reports
The most popular use tax reversals are for Conference Registrations
Membership Dues
Advertising
Contact Information
Questions Need Help
Kathy McQuitty 480-965-8479 or KathleenMcQuittyasuedu
Michael Mumpower 480-965-9890 or MichaelMumpowerasuedu
Bari Simmons 480-965-0108 or BariSimmonsasuedu
Tirscha Gomez 480-965-6035 or TirschaGomezasuedu
Questions
Expenditure Codes
Remember if your p-card transaction is miscoded in PaymentNet there is a possibility that use tax was applied or not correctly applied to a transaction in your Advantage reports
The most popular use tax reversals are for Conference Registrations
Membership Dues
Advertising
Contact Information
Questions Need Help
Kathy McQuitty 480-965-8479 or KathleenMcQuittyasuedu
Michael Mumpower 480-965-9890 or MichaelMumpowerasuedu
Bari Simmons 480-965-0108 or BariSimmonsasuedu
Tirscha Gomez 480-965-6035 or TirschaGomezasuedu
Questions
Contact Information
Questions Need Help
Kathy McQuitty 480-965-8479 or KathleenMcQuittyasuedu
Michael Mumpower 480-965-9890 or MichaelMumpowerasuedu
Bari Simmons 480-965-0108 or BariSimmonsasuedu
Tirscha Gomez 480-965-6035 or TirschaGomezasuedu
Questions
Questions
