Here are some of our most-requested resources. Our individual departments also have their own resource sections with useful forms and advice.
For quick-access, please use the links to jump to the appropriate topic:
After-the-Fact Review of Financial Transactions
Annual Report
Archived Financial Documents
Consolidated Financial Report
Current Rates
Financial Summary
Fiscal Year Closing
Forms
GL Income and Expense Account Descriptions (with Object Codes)
IRS Form 990
JV Upload Instructions and Template
Property Manual
Safeguarding Information
Service Provider Classification
Tax Exemption Certificates
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After-the-Fact Review of Financial Transactions
After-the-fact reviews can be very powerful, and departmental staff, with their direct knowledge of the activities and programs in their departments, are ideally situated to evaluate whether transactions posted to their accounts are accurate, complete, and posted to the appropriate account, to raise questions about unusual or inappropriate transactions, and to inform their managers of variances from budget, or significant changes in actuals from one year to the next.
Annual Report
So much happens at Boston University that goes beyond the numbers. View our interactive Annual Report, What Were We Thinking? to see our work come to life.
Archived Financial Documents
Internal Use Only–View archived financial documents here.
If an external party would like to access a specific archived documents, they can contact the Controller’s Office.
Consolidated Financial Report
The Boston University Consolidated Financial Report Fiscal Year 2023 is now available to download as a PDF.
Current Rates
We have the latest facilities and administrative cost rate, fringe benefit rate, and Charles River Campus graduate student health rates.
Financial Summary
A narrative summary for Fiscal years 2019-2021
Fiscal Year Closing
With your help, Boston University closes its books and completes the fiscal year-end financial audit by August 31. The Year-End Closing Memo 2024 is now available.
- Prior years are also available here: Year End Closing Memo 2023
The Fiscal Year-end Close Webinar occurred on May 20, 2024. You can find the slides and the recording on the Fiscal Year-end Close 2024 website.
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- Prior years are also available here: Fiscal Year-End Close 2023 website.
We will be offering a webinar to provide an opportunity for questions and answers on the year-end close. This will also be an opportunity to ask questions you have about year-end, as well as any financial processes, policies and procedures. Staff from GA&FR, Budget, Sourcing & Procurement, Sponsored Programs, Payment Services, Travel and Card Services, and Payroll will be available to answer questions. Click here to register for the Year-end Webinar
Forms
Download forms from Payroll, Payment Services, the Cashier, Research Accounting, and General Accounting.
GL Income and Expense Account Descriptions (with Object Codes)
To access GL income and expense account descriptions, please use the BW GL Description Report link below. You can insert a GL number to find the description or leave the variables blank to find an entire listing of accounts and descriptions.
IRS Form 990
The Boston University IRS Form 990 for Fiscal Year 2023 is now available to download as a PDF.
JV Upload Instructions and Template
Please follow the link below to download or view the Instructions for submitting a JV Upload:
Please follow the link below to download the Template for submitting a JV Upload:
Property Manual
Your guide to our property management policies and procedures, as well as how to use our online property management system.
Safeguarding Information
A statement on the Gramm-Leach-Bliley Act governing confidentiality and the disclosure of information.
Service Provider Classification
Please view the following:
- External Service Providers Guidelines
- Buying Guide for Service Providers & Agency Temps/Staffing Firms
Tax Exemption Certificates
Forms and exemption letters for the BU community. You’ll be asked to enter your BU Login name and Kerberos password to access this page.