Tax & Compliance

The mission of the Tax Department is to proactively research and guide the University in matters of international, federal, state, and local tax law.

Our goal is to deliver quality tax services to our customers including tax planning, filing, research and administration. Our approach is to establish working and functional relationships with units.

Additionally, the Tax Department provides best practices which ensure legal compliance and protect the tax exempt status of the University.

The Tax Office is responsible for:

• Researching international, federal, state, and local tax issues for the University.
• Filing the University’s federal and state returns, including:
  • Form 990 & 990-T
  • Form 1099-MISC & 1099-NEC
  • Form 1042 & 1042-S
  • NJ CRI-300R
  • NJ sales tax returns.
• Determining whether payments are taxable, reportable, and subject to withholding.

The Tax Department does NOT provide personal income tax advice to students or employees, nor does it issue Form W-2, Wage and Tax Statement.

All Form W-2 questions should be directed to the Payroll Department.

All Form 1098-T questions should be directed to the Bursar.

Contact The Tax Department: Email: tax@stockton.edu