Accountable Plan
Download our template and checklist that we deliver over and over again to our S Corporation owners to next-level their tax write-offs.
- DOWNLOADABLE TEMPLATE AND cHECKLIST -
ACCOUNTABLE PLAN
Your client-deliverable accountable plan template. Provide this easy-to-track template to your clients and guide them in their accountable plan optimization strategy in their S Corporation.
Introducing ACCOUNTABLE PLAN
TEMPLATE AND CHECKLIST
An easy to implement Accountable Plan template and checklist to share with your S Corporation clients to help them in tracking their reimbrusements.
What's included
- Downloadable Excel template to deliver to your tax clients for monthly tracking and reimbursements. (Includes both square footage calculation and room allocation, multiple home offices and mileage reimbursement)
- A DIY Checklist for Implementation
- Video tutorial
These templates can be rebranded and provided to your clients. These are not for redistribution.
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What's Not included
This is not a how-to comprehensive online course on Accountable Plans.
If you are looking for a comprehensive course on the details behind Accountable Plans, why and when they are recommended, how to reimburse and implement from a business owner perspective - please see Julie Merrill CPA's Accountable Plan Online Course for business owners.
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