Here are some of our most-requested resources. Our individual departments also have their own resources 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

Boston University Financial Statements

Current Rates

Fiscal Year Closing

Forms

GL Income and Expense Account Descriptions (with Object Codes)

JV Upload Instructions and Template

Property Manual

Safeguarding Information

Service Provider Classification

Tax Exemption Certificates

 

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.

 

Boston University Financial Statements

The Boston University Audited Financial Statements Fiscal Year 2021 are available to download as a PDF. You can also download statements from Fiscal Year 2020, Fiscal Year 2019, Fiscal Year 2018, Fiscal Year 2017, Fiscal Year 2016, Fiscal Year 2015 and Fiscal Year 2014.
 

Current Rates

We have the latest facilities and administrative cost rate, fringe benefit rate, and Charles River Campus graduate student health rates.
 

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 2023 is now available.

Year-end Webinar: Thursday, May 11, 2023, at 1:00 p.m.

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, Accounts Payable, 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, Accounts Payable, 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.

 

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:

 

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.