![]() ![]() You might include the purpose for the meal in the Description if you are listing many items on a single form. Add your receipt or proof of payment in the line item column itself. Add your employment details, period, and expense details properly. Open the template and edit the line items. Click on File and Select Make a Copy to add the expense report template to your drive. Important: Keep a copy of your receipts and your reimbursement request form for your own records!īusiness Meals: For business meals to be tax-deductible, there must be a clear business purpose, along with a receipt. Open the expense order template in Google Sheets. Don't forget to attach copies of your receipts. If you have questions about how to use the form, ask your employer. For Employeesįor each expense, choose an appropriate category. See IRS Publication 463 for detailed rules. If you write a check, make sure to write Expense Reimbursement in the Memo field or otherwise indicate that the check is a reimbursement rather than a normal paycheck. Choose the template you want to use to see more details and click 'Create' to open the template. ![]() ![]() Enter the word 'budget' into the search box and you'll see many options. To see the budget templates in Excel, open the application and select 'More Templates' in the Home section. Employees may appreciate being reimbursed as soon as possible, instead of waiting for the normal paycheck. Related: How To Create Custom Templates in Excel. Processing a Payment: For accounting purposes (assuming you are using an "accountable plan" - see IRS Publication 463), I find it simpler to write a separate check than to include the reimbursement in a payroll check. It would probably be good to write-up a short document that you can give your employees as a guide for what types of expenses you will reimburse and any other policies that you want to put into place (such as requiring an employee to get prior approval for any purchase over $XX). Remember to customize the list of items in the Categories worksheet and keep the mileage rate note up-to-date (see the references below for the current rates). Make sure they know to attach a copy of their receipts. Customize the template and then give a copy of the form to your employees when they need to submit a request for expense reimbursement. ![]()
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