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PolicyManagingFor companies

Expense policy

A short, fair expense policy: categories and limits, what is never reimbursed, deadlines and tax, plus the rule for contractors.

6 sections3 country notesUpdated 15 Oct 2026Free, no sign-up
Expense policy
Expense policy

Applies to: employees and, where their contract provides for it, contractors · Effective: [date]

1. Principles

We reimburse reasonable expenses incurred wholly for work, approved in advance, with a receipt.

2. What is reimbursed
CategoryLimitApproval
Travel (economy class, train where under [4] hours)[ ]Manager, in advance
Hotel[amount per night by city]Manager, in advance
Meals while travelling[daily amount]None up to the limit
Home-office equipment[amount per year]Manager
Training and books[amount per year]Manager
Client entertainment[ ]Manager, in advance
3. Not reimbursed

Fines, personal travel extensions, alcohol beyond [limit], first-class travel, upgrades, personal subscriptions.

4. Claims

4.1 Submit claims within [30] days with itemised receipts, using the expense claim form or [tool].

4.2 Reimbursement is paid with the next payroll or within [15] days.

5. Tax

Reimbursements follow the tax rules of the country of employment. Some allowances may be taxable.

6. Contractors

Contractors are reimbursed only for expenses approved in writing and listed in their statement of work.

How to use it

Step by step

  1. 1Copy the policy and complete every [bracket] with your own rules.
  2. 2Check the practice notes for each country where you have people: local law and collective agreements prevail.
  3. 3Consult employee representatives where the law requires it, then publish the policy and record that each person received it.
By country

Watch-outs

What changes from one country to another, with the legal source.

CACalifornia

Employers must reimburse all necessary business expenses, including a share of personal phone costs used for work.

California Labor Code § 2802; Cochran v. Schwan's (2014)
FRFrance

Professional expenses must be borne by the employer; flat-rate allowances are exempt from contributions within URSSAF limits.

Cass. soc. case law; Arrêté of 20 December 2002
UKUnited Kingdom

Expenses paid or reimbursed to employees are exempt from tax if they would be deductible, with HMRC benchmark rates for subsistence.

ITEPA 2003, s 289A; HMRC guidance

Legal references checked on 15 Oct 2026. Rules change: check the source before you rely on it.

FAQ

Questions people ask

Is it free?

Yes. Every template is free to read and copy: no sign-up, no email, no download.

Keep going

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PolicyManagingFor companies

Expense policy

A short, fair expense policy: categories and limits, what is never reimbursed, deadlines and tax, plus the rule for contractors.

6 sections3 country notesUpdated 15 Oct 2026Free, no sign-up
Expense policy
Expense policy

Applies to: employees and, where their contract provides for it, contractors · Effective: [date]

1. Principles

We reimburse reasonable expenses incurred wholly for work, approved in advance, with a receipt.

2. What is reimbursed
CategoryLimitApproval
Travel (economy class, train where under [4] hours)[ ]Manager, in advance
Hotel[amount per night by city]Manager, in advance
Meals while travelling[daily amount]None up to the limit
Home-office equipment[amount per year]Manager
Training and books[amount per year]Manager
Client entertainment[ ]Manager, in advance
3. Not reimbursed

Fines, personal travel extensions, alcohol beyond [limit], first-class travel, upgrades, personal subscriptions.

4. Claims

4.1 Submit claims within [30] days with itemised receipts, using the expense claim form or [tool].

4.2 Reimbursement is paid with the next payroll or within [15] days.

5. Tax

Reimbursements follow the tax rules of the country of employment. Some allowances may be taxable.

6. Contractors

Contractors are reimbursed only for expenses approved in writing and listed in their statement of work.

How to use it

Step by step

  1. 1Copy the policy and complete every [bracket] with your own rules.
  2. 2Check the practice notes for each country where you have people: local law and collective agreements prevail.
  3. 3Consult employee representatives where the law requires it, then publish the policy and record that each person received it.
By country

Watch-outs

What changes from one country to another, with the legal source.

CACalifornia

Employers must reimburse all necessary business expenses, including a share of personal phone costs used for work.

California Labor Code § 2802; Cochran v. Schwan's (2014)
FRFrance

Professional expenses must be borne by the employer; flat-rate allowances are exempt from contributions within URSSAF limits.

Cass. soc. case law; Arrêté of 20 December 2002
UKUnited Kingdom

Expenses paid or reimbursed to employees are exempt from tax if they would be deductible, with HMRC benchmark rates for subsistence.

ITEPA 2003, s 289A; HMRC guidance

Legal references checked on 15 Oct 2026. Rules change: check the source before you rely on it.

FAQ

Questions people ask

Is it free?

Yes. Every template is free to read and copy: no sign-up, no email, no download.

Keep going

Related templates

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