Description
• A professional Excel mileage reimbursement tracker built for S-Corporations and Accountable Plans.
• Designed to log every trip, expense, and officer reimbursement with IRS-rate automation.
• Perfect for maintaining compliance and maximizing deductions.
Who It’s For
• S-Corp owners, accountants, tax professionals, and bookkeepers managing officer reimbursements.
• Ideal for users of SKU000052 (Accountable Plan Template) who want ongoing monthly tracking.
• Great for small business owners needing clear audit-ready mileage logs.
What’s Included
• Excel spreadsheet with 7 organized tabs:
– Mileage Log (auto-calculate reimbursements)
– Expense Log (parking, tolls, car wash, etc.)
– Reimbursement Request Form (auto-fill monthly form)
– IRS Mileage Rate Table (2025–2030)
– Lists (dropdowns for months)
– Dashboard with charts and summary
– Instructions
• Built-in IRS mileage rates for 2025 and placeholder formulas for future years.
• Green-themed design to match the Accountable Plan collection.
How to Use It
• Enter mileage and expense data each month.
• Select the year and month—your totals and reimbursements auto-calculate.
• Print or export the monthly reimbursement request form for manager approval.
• Use the dashboard to visualize mileage, expenses, and total reimbursements over time.
Why It’s Helpful
• Complies with IRS Accountable Plan rules for S-Corporations.
• Auto-calculates reimbursements using official IRS standard mileage rates.
• Eliminates manual math, spreadsheets, and messy mileage notes.
• Creates a paper trail of substantiation for reimbursements tied to Form 1120-S.
Software Compatibility
• Compatible with Microsoft Excel (2019, 2021, 365) and Google Sheets.
• Works on Windows, Mac, and cloud systems.
Instant Download
• Instant digital download—no waiting or shipping.
• Ready-to-use file in .xlsx format.
• Fully editable and reusable year after year.
