Simplifying Travel & Entertainment Rules & Recordkeeping

Simplifying Travel & Entertainment Rules & Recordkeeping

Welcome to Simplifying Travel & Entertainment Rules & Recordkeeping!

Gain clarity and confidence in developing an effective Accountable Plan to ensure your organization accurately reimburses employees while maintaining compliant and audit-ready records. This practical webinar will guide you through essential processes to protect your company’s travel and entertainment (T&E) deductions on its annual income tax return. Whether you’re designing a new reimbursement structure or refining an existing one, this session offers actionable guidance grounded in IRS compliance.

Designed for finance, tax, and accounts payable professionals, this session will also provide valuable training tips to help employees properly submit reimbursement requests, empower AP staff to verify monthly expenses, and equip tax personnel with accurate records for income tax preparation. Learn how to distinguish between taxable and non-taxable reimbursements, streamline documentation, and apply the correct per diem and mileage practices.

Areas Covered:-

• Deductible and Non-deductible Meals
• Developing a Foolproof Accountable Plan
• Records and Documents Needed for Meal Expenses
• Records and Documents Needed for Travel Away from Home
• Documents Needed When Reimbursing Expenses Using the Per Diem Method
• Records and Documents Needed for Use of Employee’s Vehicles
• Records and Documents Needed for Company Vehicles
• Which Employee Reimbursements are Taxable Wages
• Which Contractor Reimbursements go into Form 1099

Why Should You Attend:-

• Understand the difference between deductible and non-deductible meals under current IRS rules
• Learn to develop a compliant and foolproof Accountable Plan that satisfies IRS requirements
• Know exactly which records and documentation are required for meals, travel, per diem reimbursements, employee vehicle use, and company vehicle usage
• Identify which reimbursements are considered taxable wages and which apply to contractors for Form 1099
• Ensure your employee expense reimbursement processes support your year-end tax preparation and audit readiness

Attending this webinar will give you the tools to protect your organization’s T&E deductions and streamline reimbursement processes—benefits that directly support your tax reporting accuracy and reduce exposure to costly compliance issues.

Who Should Attend:-

• Finance and Tax Professionals
• Accounts Payable Staff
• HR and Payroll Departments
• Business Owners and Controllers
• Anyone responsible for employee reimbursements and tax documentation