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Accountable plan requirements to substantiate online training

September 13, 2023
September 13, 2023


Q. When an employee attends an online or virtual training that has been paid by the company or reimbursed to the employee prior to the online training, does that online or virtual training need to be substantiated by the employee that they attended to keep us in compliance with our accountable plan? A. (Answered by IOFM's third-party tax experts) The tax regulations (for Accountable Plan exclusion from employee income) don't define the substantiation requirements down to that fine degree of…

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