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<p class="MsoNormal">Hello Everyone!<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I have been part of this amazing department for almost a month now and it’s been an incredible experience. With the help of everyone, I have made some great strides towards achieving the current critical goals for the business office.
We are keeping up with most everything, being short an accountant is making it a challenge. Interviews are being conducted to fill the position vacated when Richard left. I hope to have a great addition to the team by the middle to the end of August.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Lizzy and I are working diligently on sending out your account reports. I will be changing the format of future reports to improve the way the account information is presented. I want to create an efficient report that will provide an
easy-to-read summary of account balances while continuing the use of the individual account tabs to provide details on those balances. I welcome any suggestions on what you as the end user would like to see or be included I the reports.
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<p class="MsoNormal">For the Wonderful Wednesday topic!!<o:p></o:p></p>
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<p class="MsoNormal"><b><u>TAX EXEMPT PURCHASES FOR RESEARCH EQUIPMENT OR CHEMICALS AND RELATED TAX EXEMPTION CERTIFICATES<o:p></o:p></u></b></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The University is exempt from paying sales tax on certain purchases. This is information relates to the two most common tax-exempt purchases that I see in our unit.<o:p></o:p></p>
<p class="MsoNormal">*Purchases of equipment used solely research<o:p></o:p></p>
<p class="MsoNormal">*Purchases of certain regulated chemicals used in research<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The way these purchases are designated as tax exempt is by the object code used when making the purchase. ARS verbiage is required on these transactions. I have attached a PDF with all the information, definition, and details. The business
office uses this information when processing financial transactions such as requisitions/Pos. However, when ordering through byways, it is important to use the correct object codes when making these tax-exempt purchases as we are unable to correct this after
the fact. <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Sometimes vendors will request the UA Tax Exempt Certificate when we designate a purchase as tax exempt. I have attached the forms for equipment and chemical purchases, respectively. Everything on the form has been prefilled by FSO Tax
Compliance except 2 sections. I have highlighted those sections in yellow. These aren’t always requested by the vendor, but I have seen it become more and more common. The business office staff cannot complete these forms due to the certification statement
associated with the signature. <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">That’s all I have for this week. If you have any items that you would like me to address in my Wonderful Wednesday emails, please let me know.
<o:p></o:p></p>
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<p class="MsoNormal">Have a wonderful rest of your week!<o:p></o:p></p>
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<p class="MsoNormal"><span style="mso-ligatures:none"><img width="120" height="96" style="width:1.25in;height:1.0in" id="Picture_x0020_1" src="cid:image001.png@01D9C54E.3779CB30" alt="The University of Arizona block 'A' logo."><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:14.0pt;color:#0C234B;mso-ligatures:none">Leslie Bonilla</span></b><span style="font-size:10.0pt;color:#495057;mso-ligatures:none"><br>
Manager, Finance and Administration<br>
School of Plant Sciences<br>
THE UNIVERSITY OF ARIZONA<br>
<br>
Forbes, 303<br>
1140 E S Campus Dr | TUCSON, AZ 85721<br>
Office: 520-621-8689 </span><span style="font-size:9.0pt;color:#767676;mso-ligatures:none">|
</span><span style="font-size:10.0pt;color:#495057;mso-ligatures:none"><br>
</span><a href="mailto:lesliebonilla@.arizona.edu"><span style="font-size:10.0pt;color:#495057;mso-ligatures:none">lesliebonilla@.arizona.edu</span></a><span style="font-size:10.0pt;color:#495057;mso-ligatures:none"><br>
</span><a href="https://cals.arizona.edu/spls"><b><span style="font-size:10.0pt;color:#8B0015;mso-ligatures:none">cals.arizona.edu/spls</span></b></a><span style="font-size:10.0pt;color:#495057;mso-ligatures:none"><br>
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<p class="MsoNormal"><a href="https://brand.arizona.edu/signature"><span style="color:blue;mso-ligatures:none;text-decoration:none"><img border="0" width="400" height="96" style="width:4.1666in;height:1.0in" id="Picture_x0020_2" src="cid:image002.png@01D9C54E.3779CB30" alt="Integrity, Compassion, Exploration, Adaptation, Inclusion, Determination"></span></a><span style="mso-ligatures:none"><o:p></o:p></span></p>
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