This webinar will cover the tax compliance for employee business expense reimbursements under both accountable and non-accountable employee business expense plans. Accountable plans allow the employer to exclude expense reimbursement from employee wages. Accountable reimbursement plans have strict documentation and recordkeeping requirements and require timely reporting and return of excess reimbursements by employees. In addition, per diem arrangements can be used in lieu of actual substantiation. The webinar will include discussion of these requirements as well as how to report reimbursements that do not qualify under the accountable plan rules and must be included in employee wages. In this webinar expert speaker Patrick A Haggerty, will help attendees that how to manage account properly and report expense reimbursements and facilities provided to employees in compliance with IRS requirements.
Employee expense reimbursement is one of the targets of a current IRS audit initiative. Speaker will also cover the rules and requirements for expense reimbursements, as well as best practices for processing expense reimbursements either in payroll or accounts payable.
Understand when per diem rates may be used and why employers may want to use them Know how to determine maximum per diem rates and how to use the high low method Know how to establish and administer an accountable expense reimbursement plan. Understand the importance of control and accounting procedures related to expense reimbursements
Determine whether an expense reimbursement qualifies for exclusion from employee wages Know what is required to substantiate various expenses and benefits under an accountable plan Understand the importance of timely processing of reimbursements and collection of excess advance fundsKnow when expense reimbursements or use of company resources must be included in wages
Payroll Supervisors and PersonnelAccounts Payable Supervisors and Personnel Public AccountantsInternal AuditorsTax Compliance Officers Enrolled Agents Officers and Managers with Tax Compliance Oversight Company / Business OwnersManagers/ Supervisors Public Agency Managers Audit and Compliance Personnel / Risk Managers
Employee expense reimbursement is one of the targets of a current IRS audit initiative. Speaker will also cover the rules and requirements for expense reimbursements, as well as best practices for processing expense reimbursements either in payroll or accounts payable.
Understand when per diem rates may be used and why employers may want to use them Know how to determine maximum per diem rates and how to use the high low method Know how to establish and administer an accountable expense reimbursement plan. Understand the importance of control and accounting procedures related to expense reimbursements
Determine whether an expense reimbursement qualifies for exclusion from employee wages Know what is required to substantiate various expenses and benefits under an accountable plan Understand the importance of timely processing of reimbursements and collection of excess advance fundsKnow when expense reimbursements or use of company resources must be included in wages
Payroll Supervisors and PersonnelAccounts Payable Supervisors and Personnel Public AccountantsInternal AuditorsTax Compliance Officers Enrolled Agents Officers and Managers with Tax Compliance Oversight Company / Business OwnersManagers/ Supervisors Public Agency Managers Audit and Compliance Personnel / Risk Managers
Patrick Haggerty
Patrick Haggerty is a tax practitioner, author, and educator. His work experience includes non-profit organization management, banking, manufacturing accounting, and tax practice. He began teaching accounting at the college level in 1988. He is licensed as an Enrolled Agent by the U. S. Treasury to represent taxpayers at all administrative levels of the IRS and is a Certified Management Accountant. He has written numerous articles and a monthly question and answer column for payroll publications. In addition, he regularly develops and presents webinars and presentations on a variety of topics including Payroll tax issues, FLSA compliance, information returns, and accounting.
Elevate Your Workplace Wellness: 10 Critical Wellness Facto…
The 60 Minutes Introduction to DAX
Launch Your Career: The Ultimate Guide for Emerging Profess…
Future-Proof Your Career: Upskilling Strategies to Stay Rel…
ChatGPT Unlocked: A Beginner’s Guide to AI and ChatGPT
DOL Reverses Course on Independent Contractor Rule for 2026…
Project Management for administrative professionals
ChatGPT for HR - Build HR Policy Framework and Strategy
Handbook Overhaul 2026: Compliance, OBBB Act & Beyond
Managing Toxic & Other Employees Who have Attitude Issues
EBITDA vs GAAP vs IFRS: What Your Business Needs to Know
Managing Difficult Employee Conversations
Harassment, Bullying, Gossip, Confrontational and Disruptiv…
Meeting Fatigue: Break the Cycle of Endless Meetings
Language is Code - Intro to AI - Generative AI - ChatGPT an…
From P-Values to Evidence: Interpreting Statistical Results…
High-Impact Performance Management: Tools, Tactics & Coachi…
Stop Letting That Difficult Person Ruin Your Day: Effective…
Mastering Tough Conversations: Turn Conflict into Clarity, …
AI for Project Managers: Smarter Planning Reporting and Com…
ChatGPT for Innovative Business Advisory Services for Accou…
Mastering Performance Management: Strategies for Continuous…
Latest Trends in Human Error Reduction in GMP Manufacturing
2-Hour Virtual Seminar on The Complexity and Interplay Amon…
Analytical Method Validation Under Good Laboratory Practice…
The Perfect Storm Coming to Healthcare: Value Based Care Me…
Fostering a Culture of Respect: Eliminating Gossip, Rumour…