IRS Reporting Mandates For Employee Expense Reimbursements By Employers

Webinar Background & Agenda :

Handling and processing employee expense reimbursements can be challenging enough, but to make sure that the expense program is in compliance with IRS rules to ensure that the plan remains a non-taxable event can be overwhelming. This training will give you the tools needed to be an expert at insuring that your expense plan is considered an accountable plan and help you avoid the common mistakes make that can make employers have to withhold taxes on such reimbursements. This session will also review special concerns such as electronic methods, frequent flyer miles and spousal travel concerns. A brief discussion on per diem will be discussed as well.

The following agenda will be discussed in detail :

IRS Employee Expense Reimbursement Requirements :

  • Updated IRS expense reimbursement requirements for employers
  • Detailed assessment of Accountable Plan vs. Non-Accountable Plans
  • Accountable plan rules - how they apply to employee travel and expense reimbursements.
  • How employee business expenses made under accountable plans can be excluded from an employee's gross income
  • Daily Transit Expenses
  • Web Based Expense Plans
  • Per Diem Plans and IRS approved methods
Additional Employer Guidelines To Be Discussed :

  • Taxation Concerns
  • How employee expense reimbursements should be run through payroll or accounts payable
  • The accounting issues associated with the use of per diems
  • Special Expense concerns such as Spousal Travel & Frequent Flyer Miles

Ask your questions & get expert advice directly from the speaker during the informative Q/A session at the end of the webinar session.

Instructor Profile: Dayna Reum is currently the Senior Director of Payroll and HRIS at a major medical center in Chicago.  Dayna has been heavily involved in the payroll field over 17 years.  Starting as a payroll clerk at a small Tucson company, Dayna moved on to be a Payroll Team Leader at Honeywell Inc.  During Dayna’s time at Honeywell she obtained her FPC (Fundamental Payroll Certification) through the American Payroll Association.  She also received several merit awards for Customer Service and Acquisitions and Divestitures. Dayna is no stranger to teaching she has taught at the Metro Phoenix American Payroll Association meetings and at the Arizona State Payroll Conference.  Topics including Payroll Basics, Global/Cultural Awareness, Immigration Basics for the Payroll Professional, Multi-State and Local Taxation and Quality Control for Payroll, International and Canadian payroll.   Dayna has her CPP (Certified Payroll Professional) through the APA.  She also serves on the National American Payroll Association on the National Strategic Leadership Task Force, Government Affairs Task Force (PA Local tax subcommittee).  Dayna has received a Citation of Merit for her service along with being a Gold Pin member of the APA.  Besides her payroll accomplishments Dayna is certified in HR hiring and firing practices and is a Six-Sigma Greenbelt.

Webinar Information
Pre Recorded Webinar
Thursday, June 13, 2024
11 : 00 AM | EST
Dayna Reum
60 minutes
Webinar Options


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