Employee Purchase Documentation Requirements

Documentation Required for All Types of Employee Reimbursements

  • Individual Reimbursement Form
  • Detailed/itemized receipts showing proof of payment
    • If detailed/itemized receipts are not available, must list the items purchased and document whether or not any sales tax was charged
    • If receipt does not show proof of payment, must provide copy of credit card statement, cancelled check, etc. showing the charge
      • If items were paid for using cash, this must be documented
  • State documentation if paying from a state account

Additional Documentation Required for Certain Types of Employee Reimbursements