Reference	Categories
2025 Year-End Close Schedule	Year-End
Accountable Plan Flow Chart	Tax
Accountable Plan Reimbursements	Tax
Account Stale and Negative Balance Explanation Examples	Year-End
Allowable Deductions from UBIT	Tax
Appendix 1 Standard on Standards	Accounting Services, Kuali Financial System
AR Object Code List	Accounts Receivable
Assessments on Transfer of Funds	Chart of Accounts
Best Practices for Physical Inventory	Capital Assets
Bursar Policies and Regulations: Past Due Accounts	Accounts Receivable
Capital Asset Reporting Requirements for Accounts with Internal Activity Decision Tree	Capital Assets
Capital Asset Type Code List	Capital Assets
Chart of Accounts List of Attributes	Chart of Accounts
Chart of Accounts Quick Reference Guide	Chart of Accounts
Collecting Food and Beverage Tax	Tax
Collecting Indiana Sales or Use Tax	Tax
Complete HRMS Paygroup List	Payroll, Payroll Processor Instructions
COMPLIMENTARY TICKETS TO EMPLOYEES TAXABILITY MATRIX	Tax
Construction Account Process for Capital Gifts from IU Foundation	Gift Accounting
Current Constituent Reporting Units
Custodial Fund Document List	Custodial Funds
Custodial Fund Procedures	Custodial Funds
Custodial Funds Definition	Custodial Funds
Customer Forms Reference Materials	Customers
Deduction Code Matrix	Payroll
Employee Forms Reference Materials	Employees
Employee Moving Expenses	Tax
Employee Personal Use of an IU Vehicle	Tax
Exceptions to UBIT	Tax
Executive Enrollment Report - FY22	Accounting Services
Financial Ratios	Accounting Services
Food and Beverage Tax Flowchart	Tax
Form 1099-Misc Object Code Reference	Tax
Fund and Sub-Fund Group Listing	Chart of Accounts
Fund Group Quick Reference Guide	Chart of Accounts
FY25 Year-End Close Reminders	Year-End
Indiana Sales Tax Collections Matrix	Tax
Indiana Sales Tax Purchase Matrix	Tax
Internal Sales Flow Chart	Accounting Services, Recharge Accounting
International Tax Definition of Terms	Tax
International Tax Treaty Benefits	Tax
IU Foundation Capital Gifts and Acquisition Account Guidance	Gift Accounting
IU Foundation General and Multipurpose Account Guidance	Gift Accounting
IU Foundation Gifts Supporting Faculty and Staff Accounts Guidance	Gift Accounting
IU Foundation Gifts Supporting Research Account Guidance	Gift Accounting
IU Foundation IU Account Management and Reimbursement Process FAQ Sheet	Gift Accounting
IU Foundation Purpose Group Definitions and Account Use Codes for 1-to-1 Project	Gift Accounting
IU Foundation Quick Start Guide to 1-to-1 IU Account Mapping	Gift Accounting
IU Foundation Scholarship Account Guidance	Gift Accounting
IU U.S. Residency Certification - 2021	Tax
KFS Read-Only Access	Systems
Labor Object Codes and Rates	Payroll, Payroll Processor Instructions
Local Tax Codes	Payroll, Payroll Processor Instructions, Tax
Master Earn Code List	Payroll, Payroll Processor Instructions
Material Transaction Coversheet Template	Instructions
Material Transactions Report Excluded Parameters	Accounting Services
Monitoring Unclaimed Property in IUIE	Cash Accounting
Negative Cash Matrix	Year-End
Organization Code Listing	Chart of Accounts
Payments to Foreign Vendor/Supplier	Tax
Payments to Non-Resident Aliens	Tax
Payroll Accrual	Payroll
Payroll Processors Forms	Payroll Processor Forms
Payroll Processors Instructions and Reference Materials	Payroll Processor Instructions
Prize and Awards to Students	Tax
Purchase and Indiana Sales or Use Tax	Tax
Recharge Commonly Used Accounting Terminology	Recharge Accounting
Reportable Object Code List	Chart of Accounts
Reporting Requirements for Accounts with Internal Activity Decision Tree	Recharge Accounting
Responsibility Center Code Listing	Chart of Accounts
Salaries and Wages Rate Allocation Examples	Recharge Accounting
Sales Tax Certificates [Other States]	Tax
Sales Tax Collections Reference Documentation	Tax
Sales Tax Purchase Reference Documentation	Tax
Scholarship and Fellowship Taxes	Tax
Student Forms Reference Materials	Students
Student Payments Guidelines	Payments
Submit a Stop Payment Form Instructions	Cash Accounting
Summary of Transfer Object Codes	Accounting Services
Systems Form and Templates Reference Materials	Systems
Taxable Prizes, Gifts and Awards	Tax
Travel Payments to International Visitors	Tax
Tuition Benefits for Employees	Tax
UBIT Related and Unrelated Determination Matrix	Tax
UBO Fund Balance and Cash Summary Report	Accounting Services
UBO Fund Balance and Cash Summary Report - 2nd Close	Accounting Services
UBO Fund Balance and Cash Summary Report - Final Close	Accounting Services
UCO Object Code Dictionary	Chart of Accounts
Unallowable Expenses for Recharge	Recharge Accounting
Unclaimed Property Guideline	Cash Accounting
Unrelated Business Income Tax (UBIT) Definitional Document	Tax
Vacation and PTO Accrual Chart	Payroll, Payroll Processor Instructions
Voucher Frequently Asked Questions	Payroll, Payroll Processor Instructions

Form	Categories
Annual Mobile Attestation Form	Payroll, Payroll Processor Forms, Tax
AR Document Viewer Access Questionnaire	Accounts Receivable
AR Questionnaire (Request to use non-KFS system)	Accounts Receivable
ASET Org Maintenance Form	Accounting Services
CAMS System Asset Attestation Form	Capital Assets
Certificate of Substantial Completion for Movable Fabrications	Capital Assets
Certificate of Substantial Completion for Project Not Constructed on a 90* Account	Capital Assets
Check Image Request	Cash Accounting
Check Status Request Workflow Form	Accounts Receivable
Colorado Sales Tax Exemption	Tax
Connecticut Meals and Lodging Sales Tax Exemption	Tax
Connecticut Purchases Sales Tax Exemption	Tax
CRU Financial Sub-Certification Form	Year-End
Custodial Fund Uploader Tool	Custodial Funds
Denver Colorado Sales Tax Exemption	Tax
Edit Service Billing Access	Accounting Services, Recharge Accounting
Examples of UBIT Activity	Tax
Florida Sales Tax Exemption	Tax
Illinois Sales Tax Exemption	Tax
Impairment of Capital Asset Acknowledgement Form	Capital Assets
Indiana Sales Tax Exemption	Tax
International Tax Coversheet	Tax
Kentucky Sales Tax Exemption	Tax
Maine Sales Tax Exemption	Tax
Michigan Sales Tax Exemption	Tax
Minnesota Sales Tax Exemption	Tax
Mississippi Sales Tax Exemption	Tax
Missouri Sales Tax Exemption	Tax
New Jersey Sales Tax Exemption	Tax
Non-Resident Alien Short Term Visitor Filling Form	Tax
North Dakota Sales Tax Exemption	Tax
NRA Tax Withholding Calculator	Tax
Pollution Remediation Obligations Acknowledgement Form	Capital Assets
Prize Tax Data Collection Form	Tax
Request Service Billing Access	Accounting Services, Recharge Accounting
Stop Payment Form	Cash Accounting
Tax Exempt Status Letter	Tax
Tax Immigration Document Upload Tool	Tax
Texas Sales Tax Exemption	Tax
Unit Level Sub-Certification Form	Year-End
Virginia Sales Tax Exemption	Tax
West Virginia Sales Tax Exemption	Tax

Template	Categories
Balance Sheet Substantiation Example	Year-End
Balance Sheet Substantiation Template	Year-End
Balance Sheet Variance Analysis Template	Year-End
Closing Checklist	Year-End
Contract Coversheet	General
Custodial Fund Reconciliation (basic)	Custodial Funds
Custodial Fund Reconciliation IU Bank Accounts	Custodial Funds
Custodial Funds Reconciliation (basic IN, FW, CO)	Custodial Funds
Custodial Funds Reconciliation IU Bank Accounts (IN, FW, CO)	Custodial Funds
Federal NSF CHIPS 10339B Foreign Source Template	Accounting Services
Federal Section 117 Foreign Source Template	Accounting Services
FY2026 Rate Setting Template	Recharge Accounting
Income Statement Variance Analysis Template	Year-End
Lease v. Purchasing Decision Tool	Capital Assets
Material Transactions Substantiation Template	Year-End
Non-Student Accounts Receivable Checklist	Accounts Receivable, Year-End
Process Narrative Template	Instructions
Stale-Negative Balance Template	Year-End
State ICHE Foreign Source Template	Accounting Services
Support for Annual Write-Offs	Accounts Receivable

Instruction	Categories
Adjustment Voucher Guide	Payroll, Payroll Processor Instructions
APIs and Integrations Request Form Definitions	APIs and Integrations, Systems
AV Saved Search	Accounting Services
Biweekly Pay Cycle Guide (formerly Biweekly SOP)	Payroll, Payroll Processor Instructions
Closing an Indiana University Account Instructions	Accounting Services, Chart of Accounts , Instructions
Creation of Org Review	Accounting Services
Financial Processing Auxiliary Voucher Instructions	Accounting Services
Guide to the Chart of Accounts Module	Accounting Services
International Payments Quick Guide	Tax
International Payments Quick Guide 2021	Tax
KFS Service Billing Requirements and Agreement	Recharge Accounting
Kuali Time Complete User Guide	Kuali Time, Payroll, Payroll Processor Instructions
Monthly Pay Cycle Guide (formerly Monthly SOP)	Payroll, Payroll Processor Instructions
Move Capital Assets to Plant Fund	Accounting Services, Recharge Accounting
Process Narrative Outline	Instructions
Providing Goods or Services Flow Chart within IU	Instructions, Recharge Accounting
Rate Setting Template Instructions	Recharge Accounting
Unapproved Document Search in KFS	Accounting Services, Year-End