Budgeting & Reporting

Find information about UBC’s budget and financial statements, as well as tools, systems, guidelines, and schedules relating to budgeting, forecasting, and reporting at the university.

Deadlines and Reporting Schedule

These documents will help you meet your year-end deadlines:

Budgeting Guidelines and Processes

Get forms and guidelines to help you create a budget.

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Quarterly Operating Reports

Access UBC Quarterly Operating Reports (CWL login is required). 

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Financial Management System (FMS)

Learn about UBC’s Financial Management System, including the reporting structure and tools, as well as chartfields information.

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News & Announcements
Feb. 12, 2020

2019/2020 Year End Schedule Now Available

The university's fiscal year end of March 31, 2020, is fast approaching, and similar to prior years UBC's financial teams have collaborated on a...
Feb. 11, 2020

T4/T4A statements are now available online

UBC issues tax slips online as PDFs that are identical to the printed form and are accepted by the Canada Revenue Agency (CRA) when filing your taxes...
Feb. 7, 2020

Reminder to all T4A and T5 Recipients

UBC issues T4A and T5 tax forms on an annual basis. Please note that all T4As and T5s for the 2019 tax year will be issued and mailed by the end of...
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Important Dates
Feb. 29, 2020
T4A and T5 Tax Slips Available
Mar. 20, 2020
FYE - Wire or Bank Draft Payment Requisition Deadline
Mar. 20, 2020
FYE - Vendor Setup Deadline
Mar. 23, 2020
FYE - Accounts Payable Submission
Mar. 25, 2020
FYE - First March PCard Reconciliation
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