Agenda

MSU’s Custom 1042-S International Taxing Process – Soup to Nuts

Track: Student Information System (SIS)

Session Number: 9599
Date: Mon, Feb 27th, 2023
Time: 10:30 AM - 11:30 AM

Description:

Like other US institutions, Michigan State University is required to tax eligible international students on specific Financial Aid disbursements that exceed qualified tuition and fees.  Oracle has not delivered Campus Solutions functionality to meet IRS 1042-S requirements, so Michigan State developed a comprehensive solution that includes the ability to identify eligible students and grant eligibility exceptions; to calculate, post, and adjust taxes as accounts change; and to present reportable data in an approved file format that meets the requirements of MSU’s international tax vendor, International Tax Navigator (ITN, formerly Windstar).  This presentation will walk you through the functionality this customization provides to our SF users.
Sub-Categorization: Student Financials
Session Type: Presentation

Session Length: Regular Length (60 min)
Cross Listed Areas: trk-1597
ERP Systems: PeopleSoft
Platform Type: On-premise
Target Audience: Functional
Knowledge level: Intermediate
Tell us about you!: I have worked in Student Financials for 9 years, starting when I was a student employee in the Controller's Office at Michigan State University. After years of working with our legacy mainframe system to process third party contracts, fellowships, international student taxation, and more, I joined the team to upgrade our SIS and implement PeopleSoft Campus Solutions 9.2.
Sub-Categorization: Student Financials
Session Type: Presentation

Session Length: Regular Length (60 min)
Cross Listed Areas: trk-1597
ERP Systems: PeopleSoft
Platform Type: On-premise
Target Audience: Functional
Knowledge level: Intermediate
Tell us about you!: I have worked in Student Financials for 9 years, starting when I was a student employee in the Controller's Office at Michigan State University. After years of working with our legacy mainframe system to process third party contracts, fellowships, international student taxation, and more, I joined the team to upgrade our SIS and implement PeopleSoft Campus Solutions 9.2.

Speakers

Primary Presenter
Katie Cawley
Finance Sr. Assistant Manager/Analyst
Michigan State University
Co-Presenter
Kathy Vessey
Senior Consultant
Sierra-Cedar