Tax Compliance and Reporting

Tax Compliance and Reporting serves as the central department for managing tax matters as they relate to payments made to individuals, whether they are employees, vendors or students.

Our objective is to provide tax planning, tax compliance and tax reporting for Federal, State, Local and International tax, Unrelated Business Income audits and Worker Classification determinations as it relates to tax reporting for Texas A&M University and other member institutions of higher education.

Our services:

  • Federal Taxes compliance and reporting for:
    • 941 Quarterly Tax Returns
    • W-2 – Wage and Tax Statement
    • W-4 – Employee's Withholding Certificate
    • 1098T – Tuition Statement
    • 1099-Misc – Miscellaneous Income
  • Graduate Tuition Waiver
  • International Tax
    • Provide guidance on nonresident alien tax issue
    • Glacier Guidance
    • 1042-S – Foreign Person's U.S. Source Income Subject to Withholding
  • Retirement
    • Provide guidance on answering TRS Onboarding questions
    • TDA Election Set Up Instructions
    • Submit monthly reports to the Teacher Retirement System
  • State/Local Income Tax
  • Unrelated Business Income Tax
  • Worker Classification Determination (Employee vs. Independent Contractor)
  • Tax Resources
  • Forms