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EXPENSES AND FEES CLAIM FORM: GUIDANCE NOTES AND SUMMARY OF FEES External examiners may claim expenses after a visit to the University whenever it occurs. The pink claim form (PL21) should be used.

How to fill out expenses and fees claim

How to fill out expenses and fees claim:

1. Start by gathering all relevant receipts and documentation for the expenses and fees incurred. This may include receipts from meals, transportation, accommodation, or any other expenses related to your work.
2. Open the expenses and fees claim form provided by your organization or employer. Ensure that you have the correct form and that it includes all the necessary sections for listing your expenses.
3. Begin by entering your personal information, such as your name, employee ID, department, and contact details. Make sure all the information is accurate and up to date.
4. Proceed to the section where you can itemize your expenses. Write down the date, description, and amount for each expense separately, ensuring that they match the receipts you have. Be specific and detailed in your descriptions to avoid any confusion or misunderstanding.
5. Calculate the total amount for each category of expenses (e.g., meals, transportation, accommodation) and enter it in the appropriate section on the form. Sum up all the amounts to get the overall total.
6. If there are any additional fees or charges related to your work, such as membership fees, subscription fees, or conference registration fees, make sure to include them in a separate section of the form.
7. Double-check all the information you have entered, including the calculations, to ensure accuracy. It's essential to avoid any errors that may lead to delays in getting your expenses reimbursed.
8. Once you are confident that all the information is correct, sign and date the expenses and fees claim form. Some organizations may require additional authorization signatures from your supervisor or manager, so make sure to follow any specific instructions provided.
9. Keep a copy of the completed expenses and fees claim form and all the supporting documents for your records. Submit the form and relevant documents to the designated department or person responsible for processing claims within your organization.

Who needs expenses and fees claim?

Expenses and fees claims are typically needed by employees, contractors, or individuals who incur expenses related to their work or business activities. This can include employees who travel for work, attend conferences or training sessions, or incur any other expenses directly related to their job responsibilities. Freelancers or self-employed individuals also often need to submit expenses and fees claims to track and deduct business-related expenses for taxation purposes. It is important to check with your organization or consult a tax professional to determine the specific requirements and eligibility for submitting expenses and fees claims.

For pdfFiller’s FAQs

What is expenses and fees claim?

Expenses and fees claim is a formal request for reimbursement of costs incurred while performing work or conducting business activities.

Who is required to file expenses and fees claim?

Employees, contractors, or individuals who have incurred expenses on behalf of the company are required to file expenses and fees claim.

How to fill out expenses and fees claim?

To fill out expenses and fees claim, one must provide details of the expenses incurred, such as date, description, amount, and purpose.

What is the purpose of expenses and fees claim?

The purpose of expenses and fees claim is to ensure that individuals are reimbursed for the costs they have incurred while working for the company.

What information must be reported on expenses and fees claim?

Information such as date of expense, description of expense, amount incurred, purpose of expense, and any supporting documentation must be reported on expenses and fees claim.

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