Schedule F Support Portal
Basic Page Sidebar Menu Global Support Services
Please read the instructions included on this website before completing the Schedule F Template. Make sure that you are logged in to your pennkey to be able to view all the resources on this portal.
Schedule F Process Manual
Introduction to Schedule F
Penn is required to submit a tax return on Form 990 to the Internal Revenue Service. One of the schedule’s required for the tax return is Schedule F, which reports Penn’s expenditures for activities conducted outside the US.
To get started with your Schedule F, visit this Overview.
Schedule F Data in Qlikview
Qlikview is a data collection tool has been used by Penn central to compile many data reports into one application “Federal 990 Schedule F Activity” that could be helpful in preparation of Schedule F.
Activities Outside the US - Part I
Activities outside the US entail:
Details of cash outflows (any amount)
-
Identify by type
-
identify by country (region)
Identify the number of each by country (region)
-
Offices outside the US
-
Employees working outside the US for over 90 days
-
Agents
-
Independent contractors
Awards to Entities & Individuals - Part II & III
Part II and Part III should report awards paid to individuals and entities outside the US.
Office Template
Schedule F Reporting is a complex process. GSS and Tax are compiling resources to help make this easier. Tips, tricks, trainings and more.
Employee Template
Introduction to Schedule F
Penn is required to submit a tax return on Form 990 to the Internal Revenue Service. One of the schedule’s required for the tax return is Schedule F, which reports Penn’s expenditures for activities conducted outside the US.
To get started with your Schedule F, visit this Overview.
Schedule F Data in Qlikview
Qlikview is a data collection tool has been used by Penn central to compile many data reports into one application “Federal 990 Schedule F Activity” that could be helpful in preparation of Schedule F.
Activities Outside the US - Part I
Activities outside the US entail:
Details of cash outflows (any amount)
-
Identify by type
-
identify by country (region)
Identify the number of each by country (region)
-
Offices outside the US
-
Employees working outside the US for over 90 days
-
Agents
-
Independent contractors
Awards to Entities & Individuals - Part II & III
Part II and Part III should report awards paid to individuals and entities outside the US.
Office Template
Schedule F Reporting is a complex process. GSS and Tax are compiling resources to help make this easier. Tips, tricks, trainings and more.
