Click a blue field to typeHeadings and labels are editable tooEnter next fieldAutosaved · pick up where you left offTurn off “Headers and footers” when printing
| Employee Name | Employee ID | ||
|---|---|---|---|
| Department | Manager | ||
| Period | Date Submitted | ||
| Business Purpose | |||
| Date | Description | Category | Paid By | Receipt | Amount |
|---|---|---|---|---|---|
| Total | |||||
| Total Expenses | |
|---|---|
| Less: Cash Advance |
I certify that these expenses were incurred for business purposes and that receipts are attached.
An expense report is a form an employee uses to list business expenses they paid personally so they can be reimbursed. It records the date, purpose, category and amount of each expense, subtracts any cash advance, and is signed by the employee and an approving manager.
All names, companies and contact details are fictional. Click “Fill sample” above to put this example into the empty fields; click again to remove the parts you did not change.
Follow your employer's policy. Many companies require receipts for every expense, and for lodging an itemized hotel bill. The IRS generally expects documentation for lodging and for other expenses of $75 or more.
Under an employer's accountable plan, properly substantiated reimbursements are generally not taxable wages. Reimbursements without proper records may be treated as taxable pay.
Use a separate mileage log to record each trip and calculate the reimbursement, then add the total as one line on the expense report.
More Business & Finance templates: Estimate · Purchase Order · Packing Slip · Work Order · Commercial Invoice · Business Credit Application · Return Authorization Form · Customer Feedback Form · Event Registration Form · Donation Receipt · Pay Stub · Petty Cash Log · Credit Memo · Statement of Account · Change Order · Statement of Work
↑ Fill out the Expense Report
