Harvard 2014 Tax Questons
Each year Harvard University (President and Fellows of Harvard College) sends IRS reporting documents as required by regulation to individuals and entities to whom we have made reportable and/or taxable payments in the prior calendar year. These are documents such as Forms W-2, 1099 MISC, 1042-S, 1099 E and 1098 T.
Attached is a grid with a list of the various forms and the relevant contact information. Please note there are significant changes to this year's contact information.
Fellowship vs. Reimbursements Policy
We are pleased to announce the publication of a new financial policy, Fellowship Payments and Reimbursements for Students and Non-employee Postdocs/Fellows. The policy went into effect as of 1/1/2015 and is now posted on the University's Financial Policy website. An information session was held recently on the Longwood campus, and following is the link to the slides from that session.
Follow up questions may be directed to Andrea Sexton at (617) 495-3976 or at firstname.lastname@example.org
New Journal Category Created
A new journal category has been created for recording prepaid expense adjustments, Prepaid Expenses. Please begin using this category for all of your prepaid journal entries.
Oracle Business Intelligence (OBI) is a new reporting platform currently under development by the University. The OBI dashboards will replace the current CREW reporting system, and will be phased in gradually throughout Calendar Year 2015. The OBI dashboards will provide more robust reporting, with many updated features. Training materials will be available through the OBI Wiki page found at:
OBI Tools Training: https://wiki.harvard.edu/confluence/display/OBIEEProject/OBI+Tool+Training
For questions related to the OBI rollout, please contact Cheryl O'Toole at 617-998-6887 or email@example.com
Verifying ADI Journal Worksheet Uploads in Oracle