Policies & Procedures

Q. I am curious to know if anyone has employees who work remotely and if they have any travel policies and procedures set in place for them. A. (Answered by the IOFM Advisory Panel) ----- At our… Read More

Q. I have a couple of quick questions for the Advisory Panel regarding employee expense reimbursements. We are looking at best practices on how we can improve our process. What is your current… Read More

Q. Our current employee reimbursement policy allows $25/person for lunch and $50/person for dinner. We need to create a separate policy for special engagements such as recruitment and hosting a… Read More

Q. We currently have a card program with about 1,300 users. This is not a mandated program, so there is a lot of spend we are not capturing as part of our card program rebate. We are also very loose… Read More

Q. I’m hoping you can assist me in providing feedback on expense reimbursement policies for domestic and international travel. We are in the process of publishing our updated expense reimbursement… Read More

Q. I am trying to find the IRS publication that states that if a payment for a business expense that is being reimbursed was made with a credit card, the last four digits of the credit card are… Read More

Q. I would like to understand what your best practices are for expenses such as adoption and surrogacy fees, as well as for physicals for executive leadership. Do you have employees submit expenses… Read More

Q. Are airline club memberships reimbursable thru T&E? What about TSA precheck, CLEAR, Global Entry? A. (Answered by IOFM's third-party tax experts) If the employee's expense item is within your… Read More

Q. We are going to be updating our T&E policy and would like to see a few examples of other larger companies' policies. What is the best way to find T&E policies or ask for them? A. (Answered by the… Read More

Q. Does the IRS or IOFM have any alerts/notifications as to when the IRS changes the mileage rates? I am looking for any type of notification so we know when the mileage rates change. A. (Answered… Read More