Get the free TRAVEL AND EXPENSE REPORT - Temple University

TEMPLE UNIVERSITY TRAVEL AND EXPENSE REPORT NAME Quid STREET ADDRESS PHONE # DEPARTMENT STATE CITY DAY INDICATE CHANGE OF ADDRESS ZIP PURPOSE OF TRAVEL OR ENTERTAINMENT DATE DEPT. PHONE CONTACT PERSON

How to fill out travel and expense report

How to fill out a travel and expense report:

1. Start by gathering all the necessary information. This includes any receipts, invoices, and documents related to your travel expenses. Make sure to keep track of all expenses incurred during your trip.
2. Open the travel and expense report template provided by your company or organization. This template will typically include sections to fill in details such as the purpose of the trip, dates of travel, and destination.
3. Begin by entering your personal details. This may include your name, employee ID, department, and other relevant information. Double-check to ensure accuracy.
4. Specify the purpose of the trip. Indicate whether it is for business, conference, meeting, training, or any other relevant purpose. Be concise and clear in your explanation.
5. Provide details of the trip itinerary. This should include the dates of departure and return, as well as the destination(s) you visited.
6. Record all travel expenses. This includes transportation costs such as airfare, train tickets, or mileage if driving. Additionally, include lodging expenses, meals, and any other expenses incurred during the trip. Attach all relevant receipts as supporting documentation.
7. If applicable, indicate any advances received or funds paid directly by the company for certain expenses. This ensures accurate reimbursement calculations.
8. Calculate the total expenses for each category and record the subtotal. Some common expense categories may include transportation, lodging, meals, and miscellaneous expenses. Ensure that all calculations are accurate and clearly presented.
9. If you are eligible for any tax deductions related to your travel expenses, consult with your tax advisor or follow the instructions provided by your company.
10. Review the completed travel and expense report for accuracy and completeness. Make sure all required fields are filled out and all supporting documentation is attached.

Who needs a travel and expense report:

1. Employees who have incurred travel expenses while on official business trips.
2. Contractors or freelancers who have been asked to submit expense reports for reimbursement.
3. Sales representatives or other professionals who frequently travel as part of their job duties.
4. Executives and managers who may have travel and entertainment expenses related to business meetings or conferences.
5. Anyone who has been authorized to incur expenses on behalf of a company or organization and needs to document their expenses accurately.

Remember, it is essential to follow your company's guidelines and policies when completing a travel and expense report.

For pdfFiller’s FAQs

What is travel and expense report?

Travel and expense report is a document that tracks and details the expenses incurred during business travel.

Who is required to file travel and expense report?

Employees who have incurred expenses while on business travel are required to file a travel and expense report.

How to fill out travel and expense report?

To fill out a travel and expense report, employees need to enter details of their expenses such as date, description, amount, and purpose of the expense.

What is the purpose of travel and expense report?

The purpose of travel and expense report is to accurately track and reimburse employees for business-related expenses.

What information must be reported on travel and expense report?

Information that must be reported on a travel and expense report includes date of expense, description of expense, amount spent, and purpose of the expense.

Where do I find travel and expense report?

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