Updated Ground Transportation Log - to be used for in-state mileage Expense Reports from approved Spend Authorizations
Business and Finance Links:
City of Columbus Certificate of Exemption, Hotel/Motel Excise Tax - Certificate exempting employees from Columbus Hotel/Motel tax when staying on University business
Sales and Use Taxes – The Ohio State University tax status as of January 2020 – find the Tax Exempt or Non-Tax Exempt States or States with No Sales Tax
Calendar Year Budget Worksheet – (optional) to manually track month to month expenses for a fund, sometimes used for county commissioner budgeting.
County Appropriation Authorization Form – to report appropriation awards and request the Business Office to invoice for appropriations and other contracts.
Program Activity Summary Worksheet – (optional) to track activity by program in a county.
Program Budget Tool – (optional) to track revenue and expenses by program in a county.
Workshop Budget Worksheet – (optional) to plan and report expenses for workshops.
Review/Entry Fillable Form - In-office review before purchase, aid for entering into Workday
Translator Tool: To convert chartfield to new Workday tags.
Employee Non-Cash Reporting Form - to report all clothing & uniforms and non-cash items provided to employees (e.g., apparel, gifts, prizes, awards, etc.).
University Service Agreement Request Form - use prior to utilizing any non-contracted skilled trade supplier to provide work for OSU.
Departmental State of Ohio Sales Tax Reporting Form - to account for and report Ohio Sales Tax
OPERS form - use with Vendor Setup Form for Individuals & Sole Proprietors
Expense/Revenue Transfer Form – to request FDM corrections, move an expense or revenue to another fund, and to pay for specific expenses between University departments. Typically requires a copy of DETAIL REPORT to verify the location of the original transaction.
Fund Transfer Form (RARE) – to request the movement of cash from one university fund to another university fund that is not associated with an expense or revenue (see Expense Transfer). Consult with Operations before requesting a Fund Transfer.
PCard Tracking Log (Non-Travel) - To track the purchases on the PCard that do not have travel. Linked from the Office of Business and Finance.
PCard Tracking Log (Travel) - To track the purchases on the PCard that have travel. Linked from the Office of Business and Finance.