University of Houston Voucher Workflow Matrix for ...

University of Houston Voucher Workflow Matrix for Scholarships and Tax-Related

UHCL/UH D/UHV

Payments

Payee

Workflow

Account Account Account Description

Classification Path

50054

COST REIMBURSEMENTS-NON-SPECIFIC

Student (Employee or Non-Employee)

Scholarships

52115

CONSULTING - OTHER (Payments to INDIVIDUALS) (Upload Foreign National Information Addendum)

Non-Employee

Tax

52404 52405 53523 53857

LECTURERS AND ARTISTS (Upload Foreign National Information

Addendum)

Non-Employee

Tax

RECEIPTED EXPENSES-LECTURES & ARTISTS (Upload Foreign Natl. Info.

Addendum)

Non-Employee

Tax

ROYALTIES (Upload Foreign National Information Addendum)

CONTRACT SERV-OTHER-CONTR SVC - Payment for services to an INDIVIDUAL (Upload Foreign National Information Addendum)

All Classifications

Individual Recipient/Student, Foreign Individual, Student, Sole Proprietor, Employee

Tax Tax

54802

54822 UH-CLUB MEMBERSHIP DUES

Employee

Tax

54804 54806 54810 54812 54812 54814 54815 54816

54817

54819 54819 54820

54849 54849 54850

KEY EMPLOYEE INSURANCE (Include Taxable Payments form - Exhibit B

on Finance Forms page)

Employee

MOVING CO PAYMENT - TAXABLE (Refer to Tax Website for required forms)

HUMAN SUBJECT TESTING (Include Taxable Payments form - Exhibit B on Finance Forms page)

Moving Company Employee

EMPLOYEE STIPENDS (Upload Foreign Natl. Info. Addendum w/Tax Approval)

EMPLOYEE STIPENDS (Upload Foreign National Information Addendum)

OTHER TAXABLE WAGE BENEFITS (Include Taxable Payments form Exhibit B on Finance Forms page)

Student Employee Non-Student Employee

Employee

HOUSING ALLOWANCE (Include Taxable Payments form - Exhibit B on Finance Forms page)

EMPLOYEE DISCOUNT > 20% (Include Taxable Payments form - Exhibit B on Finance Forms page)

Third Party (Not Paid to Employee)

Employee

PARTICIPANT-TRAVEL EXPENSES (Upload Foreign National Information Addendum, and process payment in the Concur Travel Management System, or A/P for UHCL, UHD, UHV)

UH-NON-EMPLOYEE STIPENDS (Upload Foreign Natl. Info. Addendum w/Tax Approval)

UH-NON-EMPLOYEE STIPENDS (Upload Foreign Natl. Info. Addendum)

Non-Employee

Non-Employee Student Non-Employee and Non-Student

UH-PARTICIPANT INSURANCE STIPEND

Student

Tax Tax Tax Scholarships Tax

Tax Tax Tax

Tax Scholarships

Tax Scholarships

54823 54823 54825 54825

UH EMPLOYEE PARTICIPANT STIPEND (Upload Foreign Natl. Info. Addendum w/Tax Approval)

UH EMPLOYEE PARTICIPANT STIPEND (Upload Foreign National Information Addendum)

NON-UH EMPLOYEE PARTICIPANT STIPEND (Upload Foreign Natl. Info. Addendum w/Tax Approval) NON-UH EMPLOYEE PARTICIPANT STIPEND (Upload Foreign Natl. Info. Addendum)

Student Employee

Non-Student Employee

Non-Employee Student Non-Employee and Non-Student

Scholarships Tax

Scholarships Tax

Revised November 11, 2019

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University of Houston Voucher Workflow Matrix for Scholarships and Tax-Related

UHCL/UH D/UHV

Account Account Account Description

Payments

Payee

Workflow

Classification Path

54900

TUITION-REIMB, NOT JOB RELATED

Student

Scholarships

54902 54904 54904 54906

54950 54951 54951

UH-NON-EMPLOYEE AWARDS (Upload Foreign National Information Addendum) UH-EMPLOYEE AWARDS (NON-CASH > $50) (Include Taxable Payments form - Exhibit B on Finance Forms page w/Tax approval)

UH-EMPLOYEE AWARDS (NON-CASH > $50) (Include Taxable Payments form - Exhibit B on Finance Forms page)

TUITION REIMB, JOB RELATED

Non-Employee and

Non-Student

Tax

Student Employee

Non-Student Employee

Student (Employee or Non-Employee)

Scholarships Tax

Scholarships

54907

54912

55300 55301 55302 55303 55304 55305 55306 55307 55308 55309 55310 55311 55312 55313 55314 55315 55316 55317 55318

EMPLOYEE NON-TAX AWARDS

Student Employee

STUDENT AWARDS (Upload Foreign National Information Addendum w/Tax

Approval)

Student

UH-SCHOLARSHIPS FROM UNIV OR ENTITLEMENT PROGRAM

Student

UH-SCHLRSHP INDIRECT AWARD

Student

UH-SCH-QUALIFIED-TUIT/FEES/BOOKS

Student

UH-SCHOLAR-RES HALLS-NON-EXEMPT

Student

UH-SCHOLAR RM/BOARD OFF CAMP NON-TAXABLE

Student

UH-SCHOLARSHIP QUALIFIED TUITION & FEES - FUND 5

Student

UH-THESIS GRANTS

Student

UH-ATH SCHOL FTB(M)

Student

UH-ATH SCHOL BKT(M)

Student

UH-ATH SCHOL BSB(M)

Student

UH-ATH SCHOL GLF(M)

Student

UH-ATH SCHOL TEN(M)

Student

UH-ATH SCHOL TRK(M)

Student

UH-ATH SCHOL C-C

Student

UH-ATH SCHOL BKT(W)

Student

UH-ATH SCHOL SWM(W)

Student

UH-ATH SCHOL TEN(W)

Student

UH-ATH SCHOL TRK(W)

Student

UHATH SCHOL VOL(W)

Student

Scholarships

Scholarships Scholarships Scholarships Scholarships Scholarships Scholarships Scholarships Scholarships Scholarships Scholarships Scholarships Scholarships Scholarships Scholarships Scholarships Scholarships Scholarships Scholarships Scholarships Scholarships

Revised November 11, 2019

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University of Houston Voucher Workflow Matrix for Scholarships and Tax-Related

UHCL/UH D/UHV

Account Account Account Description

Payments

Payee

Workflow

Classification Path

56121

MOVING EXPENSES TAXABLE (Refer to Tax Website for required forms)

Employee (Current or Future)

Tax

56122

MOVING-HOUSEHUNTING TAXABLE (Refer to Tax Website for required

Employee (Current

forms)

or Future)

Tax

56124

UH-DOMESTIC STUDENT TRAVEL (Upload Foreign National Information 56420 Addendum, and process payment in the Concur Travel Management

System, or A/P for UHCL, UHD, UHV))

Student

Tax

56129

UH-PROSPECTIVE STUDENT TRAVEL (Upload Foreign National Information 56427 Addendum, and process payment in the Concur Travel Management

System, or A/P for UHCL, UHD, UHV))

Prospective Student

Tax

56137

UH-UNIVERSITY GUEST TRAVEL (Upload Foreign National Information

Addendum, and process payment in the Concur Travel Management

Non-UH Employee

System, or A/P for UHCL, UHD, UHV))

or Non-UH Student

Tax

56138

56426 UH-SPOUSAL TRAVEL NON-BUSINESS (Include Taxable Payments form on

Finance Forms page)

Employee

Tax

**NOTE** "Student" - Refers to University of Houston students only w/Tax Approval - Some vouchers sent to Scholarships also need Tax approval. Email the Tax Department the voucher number. Tax Dept puts their approval in Comments. Then route to SFA.

Tax Website:

Taxable Payments or Reimbursements Form - Exhibit B:

Foreign National Information Addendum:

Revised November 11, 2019

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