Guidance on department responsibilities for reporting taxable awards and gifts
UC Guidelines - California Partial Sales and Use Tax Exemption
This letter from the California Franchise Tax Board confirms UC and its affiliates are part of the state and exempt from income tax.
This reference guide explains table of Project Use, Project Name, and Project Descriptions indicates whether a user can add a non-shared Project.
Pay-related resources for Postdoctoral Scholars
This reference includes a link to endowed investment pool reports as well as the most current Endowment Pool unit values per share by fiscal year.
Review the Annual Report on University Private Support.
Download this reference for examples of the year-end processes described in Receiving, Booking, and Spending Gift and Endowment Funds.
The Controller's Office Financial/Payroll Codes and Data Lookup tool uses UCSF's Tableau platform.
The Account chartfield classifies transactions by type (assets, liabilities, equity, revenues, expenses) and is shared across UCSF entities for reporting.