Commonly Used Forms

Please contact the Business Affairs Office if you have questions.

Employee

Tax Forms

Parking

  • Parking Permit Payment Form (Students) - 2022-2023 coming soon...

Purchasing

 

University Corporate Card (PCard)

NEW 2024! Using a University Corporate Card (Policy)

What's changed? 

  1. They've combined two policies into one policy - Using the University Procurement Card and Using the University Travel Card policies are now Using a University Corporate Card.
  2. Raised the single transaction limit from $2,500 to $5,000 and monthly limit from $10,000 to $15,000.
  3. Changed the PCard reconciliation deadline from 30 days to 60 days, which aligns both corporate cards (and out of pocket expenses) to make card management consistent for departments. Card reconciliations are due within 60 days. If reconciliations for all cards are not done within the time requirement, the amounts may be reported as taxable income to the cardholder.
  4. There is no longer a requirement for physical signatures on receipts if the cardholder themselves uses My Wallet to reconcile, or the cardholder makes an electronic request to FinOps to complete the reconciliation.
  5. Expenses submitted after 60 days may be reported as taxable income to the cardholder. 
     

See the Tax Tip from the Tax Management Office for August, 2024. Late expenses will be reviewed by the Tax Management Office beginning October 15. Reminders: 

  1. All expenses should be reconciled within 60 days of the date the expense was incurred. 
  2. Approvers can add comments to expense reports if they’ve done fact-finding themselves about why expense reports were not processed by the deadline. This will aid the Tax Management Office in their review.
  3. If people need assistance with card limits, they should reach out to their Department Card Administrator (DCA). DCAs should reach out to pcard@umn.edu. Questions should be addressed to controller@umn.edu.
     

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