The University does not provide personal tax advice. We encourage you to contact a professional tax advisor for assistance with your personal income tax questions. The information on this site is for general University informational purposes only and should not be relied on for personal tax assistance.
Tax Compliance and Planning Office
Box 278893
175 Corporate Woods, Suite 100
Rochester, NY 14623
Hours of Operation
M-F: 8 a.m. - 4:30 p.m.
What we do
The tax department contributes to the development and update of tax policies and procedures and works closely with the university community by educating and informing them as to the tax aspects of their current and future transactions. In meeting these objectives, we assist in protecting the tax-exempt status of the University.
Topics on this page:
University tax resources
Here are a some of the most common resources our visitors search for. Don’t see what you need here? You can search and filter all resources, including forms across Administration & Finance departments.
Tax exempt bond policies
Failure to comply with these rules may result in the loss of the tax-exempt status of the bonds, significant penalties and other consequences.
Policy or guideline
Request a New York State tax exempt certificate
Complete this form to request a copy of the University's New York State tax exempt certificate only. For tax exempt forms for other states, please email taxdept@finance.rochester.edu.
Form
Contact us for assistance
Major responsibilities of the tax department include:
- Manage Federal and state tax compliance, including filing of Federal and state income and information returns in an accurate and timely manner, for the University and certain related entities;
- Act as a resource to the University community for tax issues and advise on University policy and procedure development with respect to tax issues;
- Direct research and strategic planning efforts related to tax issues;
- Oversee and negotiate Internal Revenue Service (IRS) and state tax audits;
- Monitor developments in Federal and state tax laws and regulations, etc. and their impact on the University.
- Guidance regarding transactions with International Individuals and Entities
- Sales and use tax matters
- Other Federal and State tax compliance matters