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Page 1 of 10 UF Payroll Services October, 2020
User Guide: Tax Treaty Renewal
How to Update Information in Foreign National Information System (FNIS)
for Tax Treaty Renewal
Overview ................................................................................................................................................1
Log in to FNIS ......................................................................................................................................2-3
Step 1: Basic Information .......................................................................................................................4
Step 2: Individual Information ...............................................................................................................5
Step 3: Address Information ..................................................................................................................6
Step 4: Additional Information ...............................................................................................................7
Step 5: Visa/Immigration Status History (REQUIRED) ............................................................................8
Step 6: Confirmation ..............................................................................................................................9
Final Steps: Email Payroll Services.........................................................................................................10
Overview This guide assists foreign nationals in any immigration status who may be eligible to renew their tax treaty benefits from the University of Florida for the upcoming calendar year. The treaty process is completed using the online Foreign National Information System (FNIS).
While using FNIS, please carefully review and update your information. If you are unsure what a question means, click on the question mark (?) next to that question to see an more explanation.
Required fields are in BOLD. If a required field is not applicable to you, you may still use the “Save with Errors” button to save your information. Forms saved with errors are reviewed by UF Payroll Services and can be returned for missing information if it is vital to your tax treaty analysis.
Please contact us if you have any questions: Alla Chubina [email protected] (352)294-7288 Brenda Tucci [email protected] (352)294-7278
Table of Contents
Page 2 of 10
UF Payroll Services October, 2020
User Guide: Tax Treaty Renewal
Log in to FNIS 1. Click on the “FNIS” hyperlink in the "University of Florida - Tax Treaty Renewal" email that you received.
Page 3 of 10 UF Payroll Services October, 2020
User Guide: Tax Treaty Renewal
2. Log in using the FNIS Username and temporary FNIS Password provided in the "University of Florida - Tax Treaty Renewal" email that you received
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UF Payroll Services October, 2020
User Guide: Tax Treaty Renewal
3. Complete Step 1: Basic Information
a. Full name b. Social Security Number c. Institution-Assigned ID Number (this is your 8-digit UFID number) d. Department at Institution (the name of your hiring department) e. Occupation at Institution (your job title)
Click “Save & Continue” to proceed.
Page 5 of 10 UF Payroll Services October, 2020
User Guide: Tax Treaty Renewal
4. Complete Step 2: Individual Information a. Date of Birth (DD-Mon-YYYY) b. Marital Status c. Telephone number d. Email Address (@ufl.edu address is preferred, but you may enter any valid email)
Click “Save & Continue” to proceed.
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UF Payroll Services October, 2020
User Guide: Tax Treaty Renewal
5. Complete Step 3: Address Information a. USA Local Address b. Foreign Residence Address
Click “Save & Continue” to proceed.
Page 7 of 10 UF Payroll Services October, 2020
User Guide: Tax Treaty Renewal
6. Complete Step 4: Additional Information a. Passport/Citizenship Country b. Passport Number c. Passport Expiration Date d. U.S. Citizen e. Country of Tax Residence
Click “Save & Continue” to proceed.
Page 8 of 10 UF Payroll Services October, 2020
User Guide: Tax Treaty Renewal
7. Complete Step 5: Visa/Immigration Status History
Click “Save & Continue” to proceed.
Page 9 of 10 UF Payroll Services October, 2020
User Guide: Tax Treaty Renewal
8. Complete Step 6: Confirmation a. Review and provide your confirmation, then click “Finish” to submit your information to UF Payroll
Services.
Page 10 of 10 UF Payroll Services October, 2020
User Guide: Tax Treaty Renewal
IMPORTANT FINAL STEP #1: Remember to click the link on the “Information Received” message (shown above.) Doing so will notify Payroll Services that your form is now ready for review.
IMPORTANT FINAL STEP #2: Please email a copy of the following documents to both [email protected] and [email protected] and include your UFID number:
• Current DS-2019, I-20, or Employment Authorization Card (EAD)
• I-94 and I-94 Travel History
These supporting documents are used by Payroll Services to review the information you entered in FNIS and to run the Treaty Analysis. ______________________________________________________________________________________
What happens next? Once Payroll Services processes your paperwork, you will be asked to log into the FNIS system again to print your 2021 tax treaty form (either a Form 8233 or a Form W-9 with treaty verbiage.) To request the tax treaty benefit, you must sign the tax treaty form and give it to your department HR liaison or return it to Payroll via Dropbox or mail. Do not email this form, since it contains your Social Security Number.
UF Payroll Services, PO Box 113201, Gainesville, FL 32611-3201
Payroll Services will then finalize the form and submit it to the Internal Revenue Service (IRS) for approval. After year-end, you will be asked to log into the FNIS system to retrieve your Form 1042-S which is used when filing your personal income tax return with the IRS. Please contact us if you have any questions: Alla Chubina [email protected] (352)294-7288 Brenda Tucci [email protected] (352)294-7278
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