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January 2017

1. Forms on the Wesleyan Finance Page
2. Tax Exemption
3. Financial Planning News
4. Accounts Payable
5. Budget Reminders
6. Purchasing News

1. FORMS ON THE WESLEYAN FINANCE PAGE
This is a reminder to be sure you are using the most up to date forms available on our Wesleyan Finance page. Important information on forms such as the Travel Expense form and the W9 form change periodically. Please be aware the mileage on the Travel Expense form is updated every year. If you generally save any forms from our Finance Page to your desktop, please be sure you have the most up to date version saved. These forms can now be accessed on the new WesPortal under Finance by clicking the “Finance Forms” link.

2. TAX EXEMPTION
Tax Exempt Certificates are available through our Accounts Payable Office. In order to obtain a Tax Exempt Certificate please send an email to ap@wesleyan.edu requesting the certificate and include the company name and address.  Accounts Payable will complete the certificate and send it to the requesting individual via campus mail.

When making purchases on behalf of the University using your P-card, be sure to provide merchants with the University’s tax exempt number found on the face of your card prior to payment processing. As a non-profit organization, the University is exempt from most CT sales tax and may be exempt from sales tax in other states depending on statutory tax law. Direct questions regarding P-Cards and tax exemptions to pcard@wesleyan.edu.

3. FINANCIAL PLANNING NEWS
Tania Inturrisi will be joining Wesleyan as a Budget Analyst on January 9th. She comes to Wesleyan having worked most recently as a Budget Analyst at the University of Hartford. She replaces Jayana Mitchell who recently left Wesleyan to work as a consultant for Robert Half.

4. ACCOUNTS PAYABLE
On Monday, January 16th, the University will observe the Martin Luther King Holiday.
All Accounts Payable Vouchers which must be paid on Friday, January 20th, must be received in the Accounts Payable inbox no later than Friday, January 13th at 4:00pm. Payment requests received beyond this deadline will be processed for payment on January 27th. Keep in mind that Wesleyan’s payment terms determine when a payment is made.

Please contact Tamara Harley at extension 2843 or Karen Doherty at extension #2842 with any questions. Your cooperation is appreciated.

5. BUDGET REMINDERS
Please be sure to check your financial reports so that you are on track in your budgets. Assuming consistent spending throughout the year, budgets should be 50% expended.

6. PURCHASING NEWS
Please see attached Purchasing News for information on the 2017 pickup schedule for ProShred as well as the latest environmental impact report.

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