Tax Reporting & Compliance Forms
Tax-Exempt Status Determination
The University of California, Davis is a tax-exempt organization as allowed under Section 501(c) (3) of the Internal Revenue Code. For tax-exempt purposes, we operate as a constituent unit of the Regents of the University of California, which is organized and governed as part of a single legal entity. The University’s tax-exempt Employer Identification Number is 94-3067788. Individuals and organizations wishing to confirm UC Davis’ tax-exempt status should use this number.
Other Tax Form Considerations
For matters not requiring tax-exempt status, such as payments that UC Davis makes to vendors or individuals, we issue 1099s, 1098-Ts, and other tax documents under a UC Davis-specific Taxpayer Identification Number: 94-6036494. For any additional information, refer to our UC Davis Tax-Exempt Attestation Letter. For any additional forms, please refer below:
Form | Description |
|---|---|
| Employee Tax forms available through UC Path Online | |
University Tax Information | |
| 501(c)(3) Information (PDF) | IRS Tax Exempt Auto-Revocation Resolution Letter |
| 501(c)(3) Information (PDF) | IRS Tax Exempt Determination Letter |
| 501(c)(3) Information (PDF) | Letter Explaining IRS Error |
| 501(c)(3) Information (PDF) | UC Davis Tax Exempt Attestation Letter |
| UC Davis W9 - Request for Taxpayer ID and Certification (PDF) | Completed form to provide to University Payees upon requests that do not require tax-exempt status. |
| UCOP W9 - Request for Taxpayer ID and Certification (PDF) | Completed form to provide to University Payees upon requests that require tax-exempt status. |
| Withholding Exemption Certificate - California 590 (PDF) | Completed form to provide to University Payees upon request. |
Department Forms - Employee Payments | |
| Batch Reporting of Employee Taxable Non-cash Awards or Prizes (PDF) | Department may submit taxable non-cash awards in batch. |
Department Forms - Vendor Payments | |
| Use Tax Accrual Correction Form (Webform) | Department should complete the webform to adjust use tax incorrectly accrued by Aggie Enterprise (AE). As of July 1, 2021, Tax Reporting & Compliance will only process adjustment amounts exceeding $100 for Sponsored Programs and $500 for all other fund sources. |
| Batch Reporting of Aggie Enterprise Use Tax Accrual Corrections (Excel) | Department may submit use tax corrections in batch. Each correction (line item) needs to be $500 or greater. |
| Non-Employee Statement of Noncash Award or Prize (PDF) | Department should complete to report non-employee non-cash awards one award at a time. |
| Partial Exemption Certificate for Manufacturing, Research and Development Equipment (PDF) | Vendors may request a completed version of this form for internal files. When requested, departments should work with TR&C to complete. |
| Partial Sales Tax Exemption - Equipment Eligibility Checklist (PDF) | Departments need to complete and attach to the Aggie Enterprise Requisition document when requesting reduced sales tax rate. |
| W7 - Application for IRS Individual Taxpayer Identification Number (PDF) | IRS from an individual will complete and remit directly to the IRS for a ITIN. |