PPT-Executive’s Guide to IRS Travel and Business Expense Rules

August 2012 Overview Audit findings and risks IRS Accountable Plan rules Risk of an IRS Audit Executive Card Use Travel Expense Rules Taxable Payments Business Expense Rules Club Membership Rules. Advanced Topics. Agenda. Frequent User versus Occasional User. Public versus . Private . T. emples. Creating . Documents . from . Templates. Creating . Documents . from . Previous . D. ocuments. General Information Drop Down . Travel and Expense Module. Travel and Expense Advantages. WebNow. Travel and Expense Module. Roles. Travelers. Employees. who travel. Needs a valid employee profile in travel & expense. Approved vendor status in AP. John . Walthier. , . ProLogis. Liz . Reichter. , Square Two Financial. Mary . Miklethun. , U.S. . Bank. 2015 ROCKY MOUNTAIN SUMMIT. Finding the Right Balance of Control. 1. 2015 ROCKY MOUNTAIN SUMMIT. August 2012. Overview. Audit findings and risks. IRS “Accountable Plan” rules. Risk of an IRS Audit. Executive Card Use. Travel Expense Rules. Taxable Payments. Business Expense Rules. Club Membership Rules. Management . Improvement Project. Robert F. Ambach, SVP Finance & Administration. Peter E. . Landgren. , SVP for Academic Affairs and Interim Provost. Online Booking. Online . Request & approval. The Department of Finance has partnered with the Office of Information Technology(OIT) to automate the current Travel and Expense Policy for the City Colleges of Chicago(CCC).  Using the PeopleSoft Travel and Expense module, Finance and OIT will deliver a technical . Agenda. Frequently Used Terms. The Travel Process. Travel Authorization. Travel and Reimbursement for . Non-Employees. Travel and Reimbursement for Students. Cash Advance. Expense Report – linked/not linked to TA. The Department of Finance has partnered with the Office of Information Technology(OIT) to automate the current Travel and Expense Policy for the City Colleges of Chicago(CCC).  Using the PeopleSoft Travel and Expense module, Finance and OIT will deliver a technical . GENERAL TRIP DATA. Correspond dates and times with airfare flight times, allowing no more than 2 hours prior to departure and 1 hour upon return (plus drive time to alternate airports, if necessary).. Disbursements and Travel Services Office. September 28. th. , 2016. Office of Financial Affairs. (. http://www.utsa.edu/financialaffairs/. ). Travel & Expense . Workflow . Expected to “go live” . Basic Travel Training Learning Lab May 19, 2017 Rebekah Caldwell, Maggie Hall and Virginia Moore Accounting Services 1 Basic Travel Training Overview General Trip Data Meals Expense Receipts Conference Registration Overview of Travel Procedures. At least 2 weeks. in advance of your trip, . request . time off from work for travel. When time off is approved, create and file a . Travel Authorization. in PeopleSoft. Overview of Functionality. Event Business Rules Engine . Overview. The Event Business Rules Engine enables admins to build custom business rules to assist event organizers when planning an event. This helps to minimize planning mistakes and to ensure compliance. For example:. Lisa Bradshaw. Travel Specialist. ext. 4613. Brandon Thomas. Director. ext. 4255. Agenda. Travel Definitions. Travel Authorization. Booking Travel. Traveling. Expense Reconciliation. Other Travel Items.