An accountable plan is a way to reimburse employees for their work-related costs without subjecting the payment to tax.
According to IRS rules, under an accountable plan, expenses are reimbursed if they are business-related and are adequately accounted for.
This package allows you and your employees to easily track expenses and payments in order to fulfill IRS requirements so you can safely write those expenses off, and your employees won’t be taxed on the income.
Package includes:
Expense reimbursement policy contract template
Email template to communicate the plan to employees
Expense reporting spreadsheet
Employee expense tracking spreadsheet
Upon purchase, you will receive a download link via email that will allow you to download a zip file with all the documents. All docs are Microsoft Office file types.
Sure, you could have your favorite AI spin up a template for you.
But would that AI generated template be reviewed by a certified tax advisor to ensure there are no mistakes or hallucinations that could put your team on the wrong side of an auditors desk?
AI tools are great, but our templates and other downloads are prepared by experts in their field. Certified experts, who are willing to stand behind the quality of their work.
We think that level of trust and assurance is worth paying for.
Sometimes you just need a little help RIGHT NOW. Book a paid consultation with our CEO Chantal Sheehan, CFP(r), CNAP and get immediate answers to pressing tax questions, benefits issues, fundraising dilemmas, or any other accounting quandaries you may be suffering through.
After checkout you will receive a scheduling link via email to schedule your consult.
NOTE: This booking is for a one hour consultation call. If your particular case is likely to require more time, please email us with your request or use the regular “Book a Time to Chat” link to schedule an initial call to discuss.
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