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Employee Expenses:
Understanding the New Reimbursement Rules


In this 75-minute training, you will learn:

  • Up-to-date compliance advice.

    Discover how to avoid the latest reimbursement compliance mistakes.

  • What the IRS is looking for.

    Understand the IRS’ new focus on reimbursement compliance (and timing) for teleworker expenses, business meals and more!

  • How to rewrite your procedures.

    If your plan hasn’t changed in two years, you’re at risk.

Expense reimbursements are coming under the IRS microscope … are you easy pickings?

If you haven’t updated your employee expense reimbursement plan (and procedures) since 2019, you’re inviting unnecessary scrutiny from the IRS and your employees.

Prime example: Employees working from home are incurring all sorts of new expenses. What can you reimburse tax-free? What paperwork do you legally need from employees? And how has the pandemic changed your responsibilities?

Reimbursements are confusing, and a bad policy can be costly. The IRS sees your reimbursement mistakes as low-hanging fruit for its payroll auditors. And it’s not just the IRS. Your employees are looking closer at your policy, too. Recently, six nationwide employers had to pony up $22 million for unreimbursed business expenses and fines.

You need to get this right EVERY time. In this popular webinar recording, learn the most up-to-date rules and requirements for expense reimbursements. Discover how to spot the holes in your organization’s compliance BEFORE the IRS does!

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Agenda for Employee Expenses

  • Reimbursement do’s and don’ts. Which employee reimbursements should be treated as expenses and which as compensation
  • Will these payments be taxed? Which payments made to employees are subject to payroll tax
  • Home-office expenses—which to repay? How to reimburse remote workers for their often-pricey work expenses
  • Learn what NEVER to do. The most common reimbursement mistakes made by employers—and how to avoid (or fix) them
  • IRS survival guide. How to make sure your books would survive an IRS spot check
  • Who’s in charge? Find out if you should run expense reimbursements through payroll or accounts payable (it makes a difference!)
  • Reimbursement compliance. Learn the rules for accountable plans, and how they apply to employee expense and travel reimbursements
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Alice Gilman, Esq., is an expert in payroll and tax compliance who has covered payroll issues for more than 26 years. She's written and edited several leading payroll publications, including Payroll Legal Alert, the Research Institute of America's Payroll Guide, the American Payroll Association's Basic Guide to Payroll and the Payroll Manager's Letter.

Alice Gilman
Alice Gilman esquire and author

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Professional Certification Credit Hours Included:

 

This program is valid for 1.25 PDCs for the SHRM-CP® or SHRM-SCP®.

 

 

The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.

We promise you'll be satisfied.

If Employee Expense Reimbursements fails to meet your needs in any way, we will refund every penny you paid – no hassles, no questions asked.