Reimbursement Form

Make the expense billable. Create a new expense. Select the customer who is reimbursing you and check the box that says Billable. Save the expense. Invoice the expense. Select the particular expense. Click on the button Convert to Invoice.

Name, department, and contact information. List of itemized expense names. Date of purchase for each item. Receipts. Total amount spent. Purpose of the expense. Actual cost of item (subtraction of discounts) Repayment amount sought.

While requesting a reimbursement, your tone should be fair and courteous so that your reader won't doubt your honesty. State your reason for requesting the refund. Then request the reimbursement. Send the relevant receipts or documents and ask the reader to take a look at them.

Because reimbursements under the accountable plan are not wages and are not taxed, you do not have to report the amount. Do not include the amount with the employee's wages on Form W-2. Instead, report it in Form W-2 box 12 with code L.

I want to state that I visited _________ (Location) for ____________ (Personal/ Professional work). This visit was done on __/__/____ (Date). Therefore, I request you to kindly reimburse the amount of the expense of __________ (Amount) which I spent.

Add personal information. Enter purchase details. Sign the form. Attach receipts. Submit to the management or accounting department.

Form a policy for the expense reimbursement process. Determine what expenses employees can claim. Create a system for collecting employee expense claims. Verify the legitimacy of expenses. Pay reimbursements within a specified timeframe.

Choose a template or expense-tracking software. Edit the columns and categories (such as rent or mileage) as needed. Add itemized expenses with costs. Add up the total. Attach or save your corresponding receipts. Print or email the report.