A professional Excel worksheet designed specifically for S-Corporation owners to calculate and document home-office reimbursements under an IRS-compliant Accountable Plan.
It‚Äôs not the written plan itself ‚Äî it‚Äôs the tool that performs the math.
Use it to determine your business-use percentage, track monthly expenses, and generate printable reimbursement forms that keep your S-Corp audit-ready.

FOR WHO
‚Ä¢ S-Corp shareholder-employees who use a portion of their home for business
‚Ä¢ Tax preparers & bookkeepers managing S-Corp reimbursement workflows
‚Ä¢ CPAs & EA firms building client workpapers under Accountable Plan policies
‚Ä¢ Entrepreneurs using QuickBooks or Gusto to manage officer reimbursements

WHAT’S INCLUDED
‚Ä¢ Inputs Tab: enter home and office square footage, simplified-method cap, and monthly expenses
‚Ä¢ Reimbursement Request Tab: pick any month to create a printable, ready-to-submit reimbursement form
‚Ä¢ Reimbursement Summary (Annual): year-end totals for your tax file or CPA
‚Ä¢ Dashboard: visual summary comparing Actual vs Simplified method
‚Ä¢ Entity Instructions: explains who reimburses (S-Corp, C-Corp, Partnership) and who deducts directly (Schedule C)
‚Ä¢ Pre-built formulas that calculate:

Simplified method (max 300 sq ft √ó $5)

Actual-expense method with direct + indirect allocations

Monthly and annual totals

HOW TO USE
1Ô∏è‚É£ Go to the Start Here tab ‚Üí select your entity type (S-Corp).
2Ô∏è‚É£ In Inputs, enter home size, office sq ft, storage area, and expenses.
3Ô∏è‚É£ Select a month on Reimbursement Request ‚Üí print or PDF for submission to your S-Corp.
4Ô∏è‚É£ Use Reimbursement Summary at year-end to reconcile totals and attach to your Accountable Plan documentation.

WHY IT’S HELPFUL
‚Ä¢ Purpose-built for S-Corporations ‚Äî uses the correct IRS method for officer reimbursements.
‚Ä¢ Eliminates guesswork ‚Äî all percentages, caps, and pro-rations auto-calculate.
‚Ä¢ Supports your written Accountable Plan (sold separately) with the proper reimbursement math.
‚Ä¢ Creates audit-ready workpapers that integrate with QuickBooks or Gusto.
‚Ä¢ Saves hours each month ‚Äî one entry sheet does all the calculations.

SOFTWARE
Microsoft Excel 2019 + / Microsoft 365 / Google Sheets
Mac + Windows compatible

INSTANT DOWNLOAD
Delivered immediately in .xlsx format ‚Äî ready to use for unlimited S-Corps or clients.

tax_deduction_excel

S-Corp Home Office Reimbursement Calculator & Tracker Excel Worksheet to Calculate IRS-Approved Accountable Plan Expense Reimbursement Form