Accountable Plan Bundle - Agreement Template + Quarterly Reimbursement Tracker
Accountable Plan Bundle: Agreement Template + Quarterly Reimbursement Tracker + Accountable Plan Implementation Guide
Set up your Accountable Plan the right way — and track reimbursements with confidence.
The Accountable Plan Bundle includes everything a small business needs to both formally adopt an Accountable Plan and properly track reimbursable expenses throughout the year.
This bundle combines a professionally written Accountable Plan Agreement Template and ImplementationGuide with an easy-to-use Quarterly Accountable Plan Reimbursement Tracker (Excel), helping business owners stay organized, compliant, and audit-ready.
Designed to align with IRS Code §62(c) and Treasury Regulation §1.62-2, this bundle supports non-taxable reimbursements when used correctly.
What’s Included:
✔ Accountable Plan Agreement Template (Word Document)
A fill-in-the-blank, IRS-compliant agreement that allows your business to formally adopt an Accountable Plan.
Written in professional, CPA-approved language
Easy to customize with your business name
Covers substantiation, advances, reimbursements, and recordkeeping
Helps keep reimbursements non-taxable
✔ Quarterly Accountable Plan Reimbursement Tracker (Excel)
A simple Excel chart designed to track reimbursable expenses by quarter.
Organizes expenses by category
Automatically calculates quarterly totals
Supports proper documentation and reimbursement timing
Keeps records clean and easy to reference
Who This Bundle Is For:
Small business owners
LLCs and S-Corporations
Businesses reimbursing owners or employees for expenses
Anyone looking to reduce taxable income while staying compliant
Why This Bundle Matters
An Accountable Plan only works if it is properly adopted and consistently tracked. This bundle helps you:
Establish a compliant Accountable Plan
Track reimbursements accurately
Avoid missed or improperly paid reimbursements
Maintain clean records in case of audit
Simplify payroll and year-end reporting
What You’ll Receive:
📄 Accountable Plan Agreement Template (Word)
📄 Accountable Plan Implementation Guide (Word)
📊 Quarterly Reimbursement Tracker (Excel)
📥 Instant digital download
✏️ Fully editable and reusable
Important Disclaimer
This product is for educational purposes only and does not constitute legal or tax advice. Each business situation is unique. We recommend consulting with a qualified tax professional before implementing an Accountable Plan.
