Investigator Tax Exemption Application Process
Welcome to the UPRM Investigator Tax Exemption Portal
To submit an application, complete the online form available on this page. You will be asked to upload scanned or electronic copies of all required documents.
Starting August 2018, Investigator Tax Exemption applications must be filed electronically. The Investigator Tax Exemption Committee will evaluate all cases related to a single project concurrently. Your application should include all required and relevant documents related to a single project, uploaded via this form.
Investigators participating in multiple projects should submit separate applications for each one. You will receive an individual case number for each application you submit.
Required Documents
Incomplete application forms are not saved, so please make sure that you have all required documents and information at hand before starting the process.
All applications must provide the following information:
Applicant name, and names of all UPRM co-investigators in the project.
Project Title and Sponsor (Agency)
Award number assigned by agency (this will be used to cross-reference cases and log approved projects)
Total funds assigned
Project start date and end date
FRS and UFIS account number(s).
New Cases
NEW cases must submit the following documents for each applicant:
New case form: https://bit.ly/2uOTiCv
Proof of income:
Work Schedule (Plan Docente)
All PAPPs, RH or LD forms related to the project
Form 125B, if available
Full copy of the eligible proposal
Copy of the Request for Proposals (RFP)
Copy of the official agency award notification
Contract or any other agreement related to the award
Any other material related to the award that is important to validate the application
Continuation Cases
CONTINUATION cases must submit the following documents for each applicant:
Continuation case form: https://bit.ly/2uyLR33
Proof of income:
Work Schedule (Plan Docente)
All PAPPs, RH or LD forms related to the project
Form 125B, if available
Changed award letter or notification (such as in the case of extensions)
Changed Contract or any other agreement related to the award (including amendments)
Any other changed/new material related to the award that is important to validate the application
Merging your PDFs into a Single File
This process requires that you provide proof of income documents (Plan Docente, PAPPS/RH/LD forms, and 125B, as applicable) for the entire calendar year you are requesting a tax credit for (Spring, Summer, and Fall). This means that you might have to merge separate PDF files into a single document before you upload it to the online form.
If you are using a Mac, please read the following help page on merging PDFs:
https://support.apple.com/en-us/HT202945
If you are using a Windows PC, a free option to merge PDFs is PDFSAM. Please read the following help page on its use: