Thomas Jefferson University

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Accounting, Budgeting & Managing Funds

Accounting, Budgeting &
Managing Funds Forms

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TJU

JUP

TJH

MHD

Cost Transfer Request

Excel

 

 

 

 

InterDepartmental Transaction (IDT)
Journal Entry Upload Template

Excel

 

 

 

 

Request for Cash Transfer

 

Excel / PDF

 

 

 

 

 

Cash Handling & Deposits

Cash Handling & Deposits Forms

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TJU

JUP

TJH

MHD

Standard Deposit Form

 

Excel / PDF

 

 

 

Standard Deposit Upload Sheet

 

Excel

 

 

 

Request for Cash Transfer

 

Excel / PDF

 

 

 

Wire Transfer Authorization

 

PDF

 

 

 

 

 

University Tax & Audit Compliance

University Tax & Audit Compliance Forms

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TJU

JUP

TJH

MHD

W-9

 

PDF

PDF

PDF

 

Federal Tax Exempt Status
Certificate 501 c-3

 

PDF

PDF

PDF

 

Pennsylvania Exemption Certificate

 

PDF

PDF

PDF

 

Pennsylvania Sales and Use Tax
Certificate of Exemption

 

PDF

PDF

PDF

New Jersey Sales Tax
Certificate of Exemption

 

 

 

PDF

 

Employment Status Test

PDF

 

 

 

 

 

Independent Contractor Agreement

Excel

 

 

 

 

 

 

Paying Suppliers

Paying Suppliers Forms

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TJU

JUP

TJH

MHD

Employment Status Test

PDF

 

 

 

 

Independent Contractor Agreement

Excel

 

 

 

 

Request for Payment

 

PDF

PDF

PDF

PDF

W-9 Blank

PDF

 

 

 

 

Philadelphia Business Privilege
License Application

PDF

 

 

 

 

 

 

Payroll Administration

Payroll Administration Forms

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TJU

JUP

TJH

MHD

City Wage Tax Refund Form

Word / PDF

 

 

 

 

Direct Deposit Enrollment Form

Excel / PDF

 

 

 

 

Off-cycle Request

Excel

 

 

 

 

Temporary Timesheet

Excel / PDF

 

 

 

 

Payroll Hours Adjustment Form

Excel

 

 

 

 

Research Study Payment Request Form

Excel / PDF

 

 

 

 

W-4

PDF

 

 

 

 

 

 

Payroll for Employees

Payroll for Employees Forms

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TJU

JUP

TJH

MHD

City Wage Tax Refund Form

Word / PDF

 

 

 

 

Direct Deposit Enrollment Form

Excel / PDF

 

 

 

 

W-4

PDF

 

 

 

 

 

 

Travel & Expense Reimbursement

Travel & Expense Reimbursement Form

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TJU

JUP

TJH

MHD

Report of Travel Expenses
for calendar year 2013 travel

 

PDF

PDF

PDF

PDF

Report of Travel Expenses
for calendar year 2014 travel

 

PDF

PDF

PDF

PDF

Employee Reimbursement Request

 

PDF

PDF

PDF

PDF

Lost or Missing Receipt Affidavit

PDF