⚠️ IRS Requirements: To qualify for tax-free reimbursement under an accountable plan, expenses must have a business connection, be substantiated within 60 days, and any excess reimbursement returned within 120 days.
Employee Information
Common Expense Categories
- Meals & Entertainment — Generally 50% deductible, document attendees and business discussion
- Travel — Airfare, train, lodging for business trips
- Vehicle Expenses — Gas, parking, tolls (separate from mileage)
- Mileage Reimbursement — Use current IRS standard rate (70¢/mile for 2025)
- Office Supplies — Pens, paper, postage, office equipment
- Professional Development — Courses, conferences, certifications
Expense Details
| Date | Category | Description/Vendor | Business Purpose | Receipt # | Amount | Miles |
|---|---|---|---|---|---|---|
| TOTAL EXPENSES: | $0.00 | 0 | ||||
| MILEAGE REIMBURSEMENT (@ $0.70/mile): | $0.00 | |||||
| GRAND TOTAL: | $0.00 | |||||
Certification & Approval
I certify that the above expenses were incurred for legitimate business purposes and are properly substantiated with receipts and documentation as required by IRS regulations.