Thomas Jefferson University

University Tax &
Audit Compliance

Operational Notes & Procedures

  • Audited financial statements are published after the close of each fiscal year
    (July 1 to June 30)
Thomas Jefferson University Consolidated 2021 2020  2019
Thomas Jefferson University Uniform Guidance
  2020 2019
  • In general, requests for Jefferson’s Taxpayer Identification Number (TIN) are made by payers in order for them to properly report information in connection with payments made to Jefferson
  • Jefferson is exempt from Pennsylvania sales tax for most purchases directly related to its missions
  • Even though Jefferson is tax-exempt, it may still be liable for tax on unrelated business income
  • Annual IRS tax filings:

Ensuring Success Tidbits

  • Consult a professional tax practitioner for your personal income tax guidance or advice.
  • If you receive IRS 1099 Miscellaneous Income from a supplier, forward to 1101 Market Street, Floor 20, Suite 2003.

Resources

University Tax & Compliance Forms

University Tax & Audit Compliance Forms ALL TJU JUP TJH EFJ KUH ALH AMH ARH MRH
W-9   PDF PDF PDF PDF PDF PDF PDF PDF PDF
Federal Tax Exempt Status
Certificate 501 c-3
  PDF PDF PDF   PDF        
PA Exemption Certificate   PDF PDF PDF PDF   PDF PDF    
PA Sales & Use Tax Cert. of Exemption   PDF PDF PDF
NJ Sales Tax Certificate of Exemption   PDF PDF PDF   PDF        
Employment Status Test PDF                  
Independent Contractor Agreement PDF                  
Exempt Organization Declaration of Sales Tax Exemption   PDF PDF PDF