SS#: ________215-21-2739_____________________________________________________
Traveling to Raleigh North Caroline from 2/4/2011 to 2/6/2011 instead of flying home
to Washington DC. Will be staying with family while in Raleigh.
Please review the below firm policy tables for allowable expenditures that
will be reimbursed at Taxable or Non-Taxable rates. If the expense is under
the Taxable column, please be sure to change the Tax Indicator column on
your TEX expense report to “Taxable”.
If an individual elects to extend a business trip to return over the weekend (rather
than Friday night), e.g., over a Saturday night to take advantage of lower airfare,
the Firm will reimburse the normal expense of lodging and meals actually
incurred in the business location up to the amount of airfare savings.
Documentation for the amount of airfare savings must be provided on the
expense report. Advance approval by the engagement partner/designee must be
obtained for reimbursement.
Example
The Firm will reimburse you for reasonable hotel and meal expenses if you arrive early at
your work location to receive a discount "Saturday stay-over" airline rate.
If an individual elects not to return home for the weekend, the Firm will reimburse
the normal types of travel expenses such as lodging and meals actually incurred
up to the amount it would have cost to return home. Documentation for the
cost to return home must be provided on the expense report. Advance approval
by the engagement partner/designee must be obtained for reimbursement.
In-Lieu-of Travel
Qualifying Criteria
Note
In instances where the appropriate approvals have been acquired and it is understood by all parties tha
in-lieu-of travel costs exceed that of traveling to the home city, then the staff will be reimbursed no mo
the total costs of traveling to the home city. Staff MUST pay for the excess in-lieu-of travel costs and m
claim the excess costs on their expense reports; staff will be taxed appropriately for their in-lieu-of-trav
reimbursement.
Tax implications may differ in individual staff situations. However, with the exception of in-lieu-of
payments, allowances and business-related expense reimbursements generally are not taxable or
subject to withholding if staff has a bona fide residence in the vicinity of the home office and he/she
is on an assignment of one year or less.