Description
• A professionally designed S-Corporation Accountable Plan Checklist + Expense Log that helps you stay IRS-compliant and audit-ready.
• Includes both Word and PDF formats — printable and fillable versions for flexible use.
• Perfect for business owners and tax professionals who want to document tax-free reimbursements under IRS Reg. §1.62-2.
Who It’s For
• S-Corporation owners setting up or reviewing their reimbursement process.
• Accountants, bookkeepers, and EAs guiding clients on accountable plan compliance.
• Small business owners seeking to reduce tax risk and keep reimbursement records organized.
What’s Included
• Accountable Plan Checklist (Word + PDF) — a 7-step IRS compliance checklist covering written policy, timing, and documentation.
• Common Reimbursable Expenses Table — quick reference for mileage, home office, and business expenses.
• Expense Log (Word + PDF) — fillable form to record dates, amounts, and purposes of business reimbursements.
• Certification Page — for officer and shareholder signatures.
• Tips for Accurate Recordkeeping — built-in best practices for substantiation and audit prep.
How to Use It
• Complete the checklist to verify your S-Corp meets IRS accountable plan rules.
• Use the expense log monthly or quarterly to track reimbursements with attached receipts.
• Keep both files as part of your annual compliance documentation or submit to your tax professional.
Why It’s Helpful
• Ensures your reimbursements remain tax-free and compliant under IRS rules.
• Simplifies audit preparation — everything is in one place.
• Serves as the perfect starter kit before implementing a full Accountable Plan policy.
• Designed by a tax professional to reflect real-world compliance standards.
Software Compatibility
• Editable and fillable in Microsoft Word, Google Docs, Adobe Acrobat, or any PDF viewer.
• Print-ready for binder organization or digital storage.
Instant Download Info
• Instant digital download — no shipping, no waiting.
• You’ll receive both Word (.docx) and PDF (.pdf) versions in a zipped file.
• Ready to use immediately after purchase.
