Get Expense Voucher Template - Auto Calculating Excel Form - Carf

Filling out the Expense Voucher Template is essential for ensuring timely reimbursement for training expenses. This guide will walk you through each section of the form to help you complete it accurately and efficiently.

Follow the steps to effectively complete your Expense Voucher

1. Click ‘Get Form’ button to obtain the form and open it in your editor.
2. Enter the required personal details in the 'CSU' section, including your name, training dates, training title, and the city/state of the training.
3. In the 'Home Address' field, provide your personal address. Note that a business address will not be accepted.
4. If applicable, indicate the duration of your training by filling in the 'From' and 'To' date fields.
5. Attach all original, unaltered, itemized receipts that show the date and name of the establishment corresponding to your expenses.
6. Complete the sections for lodging and meals, ensuring you account for actual expenses only, referring to the Meals worksheet for accuracy.
7. If you used personal transportation, fill in the 'Personal transportation' section with your mileage in both dollars and kilometers.
8. Include any additional transportation costs, such as rental car expenses, tolls, taxis, parking, and baggage fees. All expenses should be detailed and documented with receipts.
9. Review the 'TOTAL EXPENSES' section to ensure all costs are totaled accurately.
10. Sign and date the voucher, acknowledging the accuracy of the information provided and your adherence to the CARF Surveyor Code of Conduct.
11. After completing the form, save changes, and proceed to download, print, or share the completed form as necessary.

Complete your Expense Voucher Template online today to ensure swift reimbursement for your training expenses.