Handling Employee Expense Reimbursements

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Handling and processing employee expense reimbursements can be challenging enough, but to make sure that the expense program is in compliance with IRS rules to ensure that the plan remains a non-taxable event can be overwhelming. This webinar will give the tools needed to be an expert at insuring that your expense plan is considered an accountable plan and help you avoid the common mistakes make that can make employers have to withhold taxes on such reimbursements. This session will also review special concerns such as electronic methods, frequent flyer miles and spousal travel concerns. A brief discussion on per diem will be discussed as well.

Must Attend For

✓ Payroll and Tax Professionals

Will provide best practices on how to handle employee expense reimbursements.
Discuss and review the different IRS approved methods from Per Diem to Accountable and non-accountable plans
Discuss details of electronic based reimbursement programs and requirements the IRS has for them
Review of special travel situations such as spousal travel & frequent flyer miles

IRS expense reimbursement requirements

Expense requirements
Accountable Plan vs. Non-Accountable Plans
Accountable plan rules – how they apply to employee travel and expense reimbursements.
How employee business expenses made under accountable plans can be excluded from an employee’s gross income
Daily Transit Expenses
Web Based Expense Plans
Per Diem Plans and IRS approved methods

Best Practices

Taxation Concerns
How employee expense reimbursements should be run through payroll or accounts payable
The accounting issues associated with the use of per diems
Special Expense concerns such as Spousal Travel & Frequent Flyer Miles

IRS expense reimbursement requirements

Expense requirements
Accountable Plan vs. Non-Accountable Plans
Accountable plan rules – how they apply to employee travel and expense reimbursements
How employee business expenses made under accountable plans can be excluded from an employee’s gross income
Daily Transit Expenses
Web Based Expense Plans
Per Diem Plans and IRS approved methods
Best Practices
Taxation Concerns

Select Your Package

Webinar Recording
Transcript
DVD
Flash Drive
Webinar Recording + Transcript
DVD + Transcript
Flash Drive + Transcript
Webinar Recording + DVD + Transcript

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User

Presenter

Dayna J Reum

(CPP)

Dayna is currently the Senior Director of Payroll & HRIS at a major medical Center in Chicago. Dayna has been heavily involved in the payroll field over 17 years. Starting as a payroll clerk at a small Tucson company, Dayna moved on to be a Payroll Team Leader at Honeywell Inc. During Dayna’s time at Honeywell she obtained her FPC (Fundamental Payroll Certification) through the American Payroll Association. She also received several merit awards for Customer Service and Acquisitions and Divestitures.

Handling Employee Expense Reimbursements

Spin to Win A Discount

Must Attend For

Presenter

Dayna J Reum

(CPP)

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