All guides
Cover of Sample Accountable Plan

Sample Accountable Plan

PDF · 153 KB

What's inside

This is a 5-page Accountable Plan form that lets a company reimburse employees for business expenses tax-free under IRS rules, provided the expenses are properly documented and any excess advances are returned on time. It includes the plan adoption page, reimbursement policy, expense report, mileage log (2026 IRS rates), and a home office, phone, and internet worksheet.