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What is an example of an accountable plan?

A common example is that of a personal car that is used for business trips: in such a case, an employee may be expected to account for the miles that were incurred during the course of their personal transportation and work-related transportation, splitting the costs appropriately.

Can a sole proprietor have an accountable plan?

Who Can Use Accountable Plans? Most types of businesses can use accountable plans, including: Sole proprietorships (Schedule C) Rental income businesses (Schedule E)

What is included in an accountable plan?

What is an accountable plan? An accountable plan offers businesses a way to reimburse you and employees for their business expenses without incurring taxes. With this plan, you and your employees can submit expenses, such as travel costs or other business-related expenses, for reimbursement.

How to make an accountability plan?

Best practices for an accountable plan A list of reimbursable expenses. A defined timeframe for employees to report expenses (e.g., 10 business days after expenses incurred) The maximum reimbursable limit for each expense and/or guidance on how to calculate reimbursable expenses.

How to set up an accountable plan for expense reimbursement?

Specifically, an accountable plan must satisfy the following four requirements: The business connection requirement. The adequate substantiation requirement. The return of excess advances requirement. The reasonable time period requirement. Fixed-date method. Periodic-statement method.