Accountable Plans (for S Corporations)
Templates + tutorials to help you implement an accountable plan in your business
Get Your Templates Now!
What You'll Receive:
Accountable Plan Agreement
A customizable contract you need in place so that the IRS doesn't tax you on your reimbursements
Owner Reimbursement Calculator
A tool to help you maximize the amount of deductions you can take for your home office, vehicle, & more!
Employee Expense Reimb. Template
A fillable template employees can use to submit business expenses they paid for personally
+ Plus +
You'll gain access to tutorials walking you through how to customize and use each template.
I'm In!Without an accountable plan, you could owe the IRS additional taxes.
If you don't have one in place for your S Corporation, expense reimbursements could not only become taxable income to your employees, but to you as well.
That means all of those deductions you reimburse yourself for - like your home office, business use of your cell phone, etc. - will now be taxed to you individually as income.
No thank you.
So we're giving you the tools to easily get one set up for your business (and avoid paying the IRS any more than you need to).
Who Needs This?
Anyone with an S Corporation who doesn't already have an accountable plan in place.
That's it. Plain & simple.
Yep, That's Me!
Hey, I'm Britt
An Indianapolis-based CPA and the founder of Prosper Simply, an online business finance course catalog, and Knies & Co, a virtual CPA firm working with online entrepreneurs.
My mission is to make money more approachable for women. I passionately work to help female entrepreneurs get more out of their business (& life) through excellent money management & simple systems.
There are a lot of requirements required of owners when they become an S Corp, and implementing an accountable plan is one of them. I wanted to make that process easy for you, and these downloadable templates do just that. I hope you find them helpful!
Xoxo,
Brittney
