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Office of the University Controller Indiana University

Reference Materials

Checklist
UCO checklists of required procedures and controls for a process, with links to the related standards, reports, and templates.
Form
UCO specific forms organized by department.
Instruction
Step by step documentation typically used in conjunction with a specific form and/or template.
Reference
Conglomeration of information which includes existing information from the old fms website that will be incorporated into the IU Accounting Standards Book, reference information related to completing department forms and templates and additional guidance for a specific department.
Template
UCO specific templates organized by department.
Form library
Match Description Categories Type
2026 Year-End Close Schedule Accounting Close Reference
Accountable Plan Flow Chart Taxes Reference
Adjustment Voucher Guide Expense and Payments, Payroll Instruction
Affidavit of No Administration Form Payroll Form
Allowable Deductions from UBIT Taxes Reference
APIs and Integrations Request Form Definitions KFS Resources & Financial Processing Documents Reference
Appendix 1 Standard on Standards General Reference
Appendix B - Key Processes When Writing a New IU Accounting Standard General Reference
Approved Statement of Work (SOW) Examples Reference Document Taxes Reference
AR Document Viewer Access Questionnaire Assets Form
AR Object Code List Assets Reference
AR Questionnaire (Request to use non-KFS system) Assets Form
Assessments on Transfer of Funds Chart of Accounts and General Ledger Reference
Automatic Meal Break Request Payroll Form
AV Saved Search Accounting Close, KFS Resources & Financial Processing Documents Instruction
Benefit and General Deduction Refund or Adjustment Payroll Form
Best Practices for Physical Inventory Assets, Recharge and Service Center Units Reference
Biweekly Pay Cycle Guide (formerly Biweekly SOP) Expense and Payments, Payroll Instruction
Bursar Policies and Regulations: Past Due Accounts Assets Reference
Calculating Box Totals on Form W-2 Taxes Reference
Calculating Partial Pay Payroll Reference
CAMS System Asset Attestation Form Assets Form
Capital Asset Reporting Requirements for Accounts with Internal Activity Decision Tree Recharge and Service Center Units Reference
Capital Asset Type Code List Assets Reference
Central Payroll Office Calendar - 2025 Excel Version Payroll Reference
Central Payroll Office Calendar - 2025 PDF Version Payroll Reference
Central Payroll Office Calendar - 2026 Payroll Reference
Central Payroll Office Calendar - 2026 Payroll Reference
Certificate of Substantial Completion for Movable Fabrications Assets Form
Certificate of Substantial Completion for Project Not Constructed on a 90* Account Assets Form
Chart of Accounts List of Attributes Chart of Accounts and General Ledger Reference
Chart of Accounts Quick Reference Guide Chart of Accounts and General Ledger Reference
Check Image Request Assets Form
Check Status Request Workflow Form Assets Form
Closing an Indiana University Account Instructions Chart of Accounts and General Ledger Instruction
Closing Checklist Accounting Close Checklist
Collecting Food and Beverage Tax Taxes Reference
Collecting Indiana Sales or Use Tax Taxes Reference
Colorado Sales Tax Exemption Taxes Form
Complete HRMS Paygroup List Payroll Reference
COMPLIMENTARY TICKETS TO EMPLOYEES TAXABILITY MATRIX Taxes Reference
Connecticut Meals and Lodging Sales Tax Exemption Taxes Form
Connecticut Purchases Sales Tax Exemption Taxes Form
Construction Account Process for Capital Gifts from IU Foundation Revenue and Receipts Reference
Contract Coversheet Accounting Close, Expense and Payments, Internal Controls and Roles & Responsibilities Template
Creation of Org Review Chart of Accounts and General Ledger Instruction
Credit Card Fee Distribution Instructions Assets, Revenue and Receipts Reference
CRU Financial Sub-Certification Form Accounting Close, Internal Controls and Roles & Responsibilities Form
Current Constituent Reporting Units Accounting Close Reference
Custodial Fund Reconciliation (basic) Assets Template
Custodial Fund Reconciliation IU Bank Accounts Assets Template
Custodial Funds Reconciliation (basic IN, FW, CO) Assets Template
Custodial Funds Reconciliation IU Bank Accounts (IN, FW, CO) Assets Template
Custodial Fund Uploader Tool Assets Form
Customer Forms Reference Materials Reference
Deduction Code Matrix Payroll Reference
Denver Colorado Sales Tax Exemption Taxes Form
Direct Deposit Authorization Payroll Form
Edit Service Billing Access KFS Resources & Financial Processing Documents, Recharge and Service Center Units Form
Employee Forms Reference Materials Reference
Employee Personal Use of an IU Vehicle Taxes Reference
Examples of UBIT Activity Taxes Reference
Exceptions to UBIT Taxes Reference
Families First COVID-19 Earn Code List Payroll Reference
Federal NSF CHIPS 10339B Foreign Source Template Revenue and Receipts Template
Federal Section 117 Foreign Source Template Revenue and Receipts Template
Federal W-4 Tax Form Payroll, Taxes Form
Financial Processing Auxiliary Voucher Recharge and Service Center Units Instruction
Financial Processing Auxiliary Voucher Instructions Accounting Close, KFS Resources & Financial Processing Documents Instruction
Financial Ratios Accounting and Financial Statements Overview Reference
Financial Statement Report Instructions Accounting and Financial Statements Overview, Chart of Accounts and General Ledger Instruction
Fiscal Reviewer Report Review Procedures Payroll Reference
Florida Sales Tax Exemption Taxes Form
FLSA Overtime Calculations for Biweekly Payroll Payroll Reference
FLSA Overtime Calculator for Biweekly Employees Payroll Reference
Food and Beverage Tax Flowchart Taxes Reference
Form 1099-Misc Object Code Reference Taxes Reference
Fringe Benefit Template Expense and Payments, Payroll, Taxes Template
Fund and Sub-Fund Group Listing Chart of Accounts and General Ledger Reference
Fund Group Quick Reference Guide Chart of Accounts and General Ledger Reference
FY2028 Rate Setting Template Recharge and Service Center Units Template
FY26 Year-End Close Reminders Accounting Close Reference
Gift Card Inventory and Distribution Log Internal Controls and Roles & Responsibilities Template
Guidance When Creating an Accounting Standard General Reference
Guide to the Chart of Accounts Module Chart of Accounts and General Ledger Reference
HEFC Decision Questions by Fund Group Chart of Accounts and General Ledger Reference
HEFC Mapping Guide Chart of Accounts and General Ledger Reference
Holidays - Recording Hours Worked Payroll Reference
Holiday Work Hours Decision Tree Payroll Reference
How to Claim a Final Paycheck Payroll Reference
HRMS Payroll Access Request Form Completion Payroll Instruction
Illinois Sales Tax Exemption Taxes Form
Impairment of Capital Asset Acknowledgement Form Assets Form
Income Tax Withholding Calculation Taxes Reference
Indiana Sales Tax Collections Matrix Taxes Reference
Indiana Sales Tax Exemption Taxes Form
Indiana Sales Tax Purchase Matrix Taxes Reference
Indiana University Payroll Adjustment Voucher Payroll Form
Initiation of Data Plan and Device Allowance (DVA) Payroll Reference
Internal Sales Flow Chart Recharge and Service Center Units Reference
International Payments Quick Guide Taxes Instruction
International Payments Quick Guide 2021 Taxes Instruction
International Tax Coversheet Taxes Form
International Tax Definition of Terms Taxes Reference
International Tax Treaty Benefits Taxes Reference
IU Accounting Standards Outline General Template
IU Accounting Standards Template General Template
IU Foundation Capital Gifts and Acquisition Account Guidance Revenue and Receipts Reference
IU Foundation General and Multipurpose Account Guidance Revenue and Receipts Reference
IU Foundation Gifts Supporting Faculty and Staff Accounts Guidance Revenue and Receipts Reference
IU Foundation Gifts Supporting Research Account Guidance Revenue and Receipts Reference
IU Foundation IU Account Management and Reimbursement Process FAQ Sheet Revenue and Receipts Reference
IU Foundation Purpose Group Definitions and Account Use Codes for 1-to-1 Project Revenue and Receipts Reference
IU Foundation Quick Start Guide to 1-to-1 IU Account Mapping Revenue and Receipts Reference
IU Foundation Scholarship Account Guidance Chart of Accounts and General Ledger, Revenue and Receipts Reference
IUIE Query List Payroll Reference
Kentucky Sales Tax Exemption Taxes Form
KFS Read-Only Access KFS Resources & Financial Processing Documents Reference
KFS Service Billing Requirements and Agreement KFS Resources & Financial Processing Documents, Recharge and Service Center Units Instruction
Kiosk Configuration KFS Resources & Financial Processing Documents Instruction
Kuali Time Add Approver and Payroll Processor Delegates Guide Payroll Instruction
Kuali Time Administrator Roles and Options Payroll Instruction
Kuali Time Complete User Guide KFS Resources & Financial Processing Documents, Payroll Instruction
Kuali Time Delegations Quick Start Guide Payroll Instruction
Kuali Time Department Administrator Guide Payroll Instruction
Kuali Time Employees Guide Payroll Instruction
Kuali Time Frequently Asked Questions Payroll Reference
Kuali Time Guide for Approvers and Payroll Processors Payroll Instruction
Kuali Time New Work Area Checklist Payroll Instruction
Kuali Time Rules Guide Payroll Instruction
Kuali Time Timesheet Document Search Payroll Instruction
Labor Object Codes and Rates Expense and Payments, Payroll Reference
Lease v. Purchasing Decision Tool Assets Template
Local Tax Codes Expense and Payments, Payroll, Taxes Reference
Maine Sales Tax Exemption Taxes Form
Master Earn Code List Expense and Payments, Payroll Reference
Material Transaction Coversheet Template Accounting Close, Internal Controls and Roles & Responsibilities Reference
Material Transactions Report Excluded Parameters Accounting Close Reference
Michigan Sales Tax Exemption Taxes Form
Military Time Off, Leaves, and FMLA Processing Procedures Payroll Reference
Minnesota Sales Tax Exemption Taxes Form
Mississippi Sales Tax Exemption Taxes Form
Missouri Sales Tax Exemption Taxes Form
Monitoring Unclaimed Property in IUIE Assets Instruction
Monthly Pay Cycle Guide (formerly Monthly SOP) Expense and Payments, Payroll Instruction
Monthly Payroll Vouchers - Attendance Adjustments for NO PAY Hours Payroll Reference
Move Capital Assets to Plant Fund Assets, Recharge and Service Center Units Instruction
Multi Year Stale Balance Report Instructions Accounting and Financial Statements Overview, Accounting Close Instruction
Negative Balance Report Instructions Accounting and Financial Statements Overview, Accounting Close Instruction
Negative Cash Matrix Accounting Close Reference
New Jersey Sales Tax Exemption Taxes Form
Non-Resident Alien Short Term Visitor Filling Form Taxes Form
Non-Student Accounts Receivable Checklist Accounting Close, Assets Checklist
North Dakota Sales Tax Exemption Taxes Form
NRA Tax Withholding Calculator Taxes Reference
Off Campus Workstudy Employment Forms & Guidelines Payroll Form
Organization Code Listing Chart of Accounts and General Ledger Reference
Overpayment Acknowledgement and Wage Adjustment Authorization Payroll Form
Overpayment Deduction Authorization Payroll Form
Overpayments - FAQS for Employees Payroll Reference
Overtime Policy - Special Exceptions Payroll Reference
Paycheck Claim Form Payroll Form
Payments after Death Payroll Reference
Payments to Foreign Vendor/Supplier Taxes Reference
Payments to Non-Resident Aliens Taxes Reference
Payroll Accrual Accounting and Financial Statements Overview, Accounting Close, Expense and Payments, Payroll Reference
Payroll Direct Deposit Fraud Instructions Payroll Reference
Payroll Fiscal Officer Checklist Payroll Checklist
Payroll Processors Forms Reference
Payroll Processors Instructions and Reference Materials Reference
Payroll Routing eDoc Oversight Procedures Payroll Reference
P-Card Purchases to Foreign Suppliers Taxes Reference
Physical (Paper) Check Management Procedures Expense and Payments Reference
Pollution Remediation Obligations Acknowledgement Form Assets Form
Pre and Post Doc Fellowship Matrix Taxes Reference
Prize and Awards to Students Taxes Reference
Prize Tax Data Collection Form Taxes Form
Procedures for Establishing, Operating, Reconciling, Modifying, and Closing a Custodial Fund Reference Document Assets Reference
Process Narrative Outline Internal Controls and Roles & Responsibilities Instruction
Process Narrative Template Internal Controls and Roles & Responsibilities Template
Providing Goods or Services Flow Chart within IU Recharge and Service Center Units Instruction
Rate Setting Mid-Year Rate Adjustment Request Recharge and Service Center Units Form
Rate Setting Template Instructions Recharge and Service Center Units Instruction
Recharge Commonly Used Accounting Terminology Recharge and Service Center Units Reference
Record Benefit Time (video) Payroll Instruction
Recording Injury Hours in ePTO and on the Monthly Voucher Payroll Reference
Reportable Object Code List Chart of Accounts and General Ledger Reference
Reporting Requirements for Accounts with Internal Activity Decision Tree Recharge and Service Center Units Reference
Request Exemption from Online Employee Self-Service for Payroll Payroll Form
Request for IU Paystub - Former Employees Payroll Form
Request for Taxpayer Identification Number and Certification Form Payroll Form
Request Service Billing Access KFS Resources & Financial Processing Documents, Recharge and Service Center Units Form
Responsibility Center Code Listing Chart of Accounts and General Ledger Reference
Salaries and Wages Rate Allocation Examples Recharge and Service Center Units Reference
Sales Tax Certificates [Other States] Taxes Reference
Sales Tax Collections Reference Documentation Taxes Reference
Sales Tax Purchase Reference Documentation Taxes Reference
Scholarship and Fellowship Taxes Taxes Reference
State ICHE Foreign Source Template Revenue and Receipts Template
Statement of Work (SOW) Template Taxes Template
Stop Payment Form Assets, Expense and Payments Form
Stop Pending Direct Deposit Expense and Payments, Payroll Form
Student Forms Reference Materials Reference
Student Payments Guidelines Expense and Payments, Payroll, Taxes Reference
Submit a Stop Payment Form Instructions Assets, Expense and Payments Reference
Summary of Transfer Object Codes Accounting and Financial Statements Overview, Chart of Accounts and General Ledger, Recharge and Service Center Units Reference
Support for Annual Write-Offs Assets, Revenue and Receipts Template
Systems Form and Templates Reference Materials Reference
Taxable Prizes, Gifts and Awards Taxes Reference
Tax Exempt Status Letter Taxes Form
Tax Immigration Document Upload Tool Taxes Form
Termination Processing Procedures for Staff Employees Payroll Reference
Texas Sales Tax Exemption Taxes Form
The Approval Tab in Kuali Time Payroll Instruction
Timekeeping Exception Request Payroll Form
Travel Payments to International Visitors Taxes Reference
Tuition Benefits for Employees Taxes Reference
UBIT Related and Unrelated Determination Matrix Taxes Reference
UCO Closing Report Compilation Example Accounting Close Template
UCO Object Code Dictionary Accounting and Financial Statements Overview, Chart of Accounts and General Ledger, Recharge and Service Center Units Reference
Unallowable Expenses for Recharge Recharge and Service Center Units Reference
Unapproved Document Search in KFS Accounting Close, KFS Resources & Financial Processing Documents Instruction
Unclaimed Property Guideline Assets Reference
Unit Level Sub-Certification Form Accounting Close, Internal Controls and Roles & Responsibilities Form
Unrelated Business Income Tax (UBIT) Definitional Document Taxes Reference
Vacation and PTO Accrual Chart Expense and Payments, Payroll Reference
Virginia Sales Tax Exemption Taxes Form
Voucher Code Request Payroll Form
Voucher Frequently Asked Questions Payroll Reference
West Virginia Sales Tax Exemption Taxes Form
Work Study eDoc Instructions Payroll Instruction