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Key Changes to the Standard: Under the previous policy and standard, approved late submissions were automatically considered taxable wages. Going forward, that will no longer be the case. approved Approved late submissions will be treated like any other expenses expense regarding taxability. Therefore, if an expense reimbursement would normally be considered non-taxable, they it will remain non-taxable if they are approved for late submission. |
Please view Payment Dates & Deadlines (get rid of the page) for more details on the timing of receiving reimbursement/bonus funds based on the submission date.
Copy and paste the table into here
Receipt Guidelines
Reliant requires that itemized receipts for expenses greater than $75 must be submitted along with the reimbursement form. (The only exception to the $75 limit is that a receipt is always needed for all hotel/lodging receipts regardless of the amount requested for reimbursement.)
Receipts must include the following itemized details:
- What was purchased
- Amount Total amount paid
- Date
- Name of the company (or person) that was paid
- And Your name (if applicable to the receipt) your name listed as the "payee" ( such as for a flight or hotel)
Credit Card Receipts
Credit card statements or credit card signature receipts that don’t include the list of purchased items are not acceptable as the only receipt documentation for an expense. However, typically it is the credit card receipt that shows any tips that have been added to the purchase. If you would like to reimburse the tip amount for an expense over $75 where an itemized receipt is required, please attach both the itemized receipt and the credit card receipt showing the amount included for the tip expense.
Hand-Written Receipts
Hand-written receipts are acceptable when a printed itemized receipt is not available as long as it contains the following criteria.
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For receipts from mobile apps (such as Venmo, Square Cash, PayPal, Google Wallet, or a banking app), please be sure to include a clear description in the memo or "what's it for?" section of the transaction, to document what expense the payment is related to. Be sure to also include with your reimbursement submission any information that is required for a valid receipt, that is not visible on the mobile app "receipt" (see the guidelines above for what details must be included on the itemized receipt for it to be acceptable.) In most cases, receipts for mobile apps will be for shared expenses. Please see the section below for details on receipts for shared expenses.
Receipts for Shared Expenses
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If expenses are removed from or denied on a reimbursement request (seeDenied Expenses & Re-submission for bring it over for more details), they may be resubmitted for further review. If the item is removed for improper documentation or a similar situation, it may be resubmitted under the guidelines provided for proper receipt documentation in the Reimbursement Standards. If the item is related to a policy issue, a formal exception request must be submitted.
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If a field staff is exiting employment and has reached their final month of payroll without receiving enough funds to fully cover the total amount of a submitted reimbursement, Reliant will automatically reimburse a portion (based on available funds) of the submitted reimbursement without the field staff needing to submit a request for partial payment of the reimbursement.
Order of Pay
order of pay and how will my reimbursement be paid
Back reimb paid in the order they were received as long as the back reimbursements remain eligible for reimbursement.
Reimb paid in the ordre they were received
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As a reminder, timecards must be up to date for hourly employees to be eligible for receiving reimbursements and expense recovery bonuses. |
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