- Effective January 1st, 2018
- To ensure expenses are properly accounted for, documentation must comply with the IRS Accountable Plan
- If itemized receipts are obtainable and compliant with IRS Accountable Plan, reimburse expenses as usual on their appropriate line items
- If receipts are not itemized and not compliant with the IRS Accountable Plan, use the 'Package Deal' line item in Ariba and follow the built in tax instruction
- For UW employees, email pr-tax@uw.edu with employee name, employee ID #, payment description and package deal amount. Please attach proof to the expense report.
- The traveler will be taxed through payroll as income based the amount of the non-compliant package deal total:
- 2018 withholding:
- Federal Income Tax = 22%
- Social Security Tax = 6.2%
- Medicare Tax = 1.45%
- 2018 withholding:
- The traveler will be taxed through payroll as income based the amount of the non-compliant package deal total:
- For non-UW Individuals, due to tax reporting requirements, non-UW employees are to be paid honoraria through the Miscellaneous Payments process
**All resources should be exhausted to acquire IRS Accountable Plan compliant receipts. The package deal line item should be used as a last resort when those resources have been exhausted.
