Travel Pay - Handle It Correctly in 2020

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CEU Approved | Pre Recorded

  • 90 minutes

Travel pay computations can be complex and confusing, even for experienced payroll professionals. The FLSA and state wage and hour laws require employers to pay employees for all hours worked and include all hours worked in computing overtime compensation. An employee's total hours include all time spent doing work for the employer including time spent traveling on behalf of the employer.

The purpose of any business’ travel reimbursement policy should be to ensure:

  • Adequate cost controls are in place,

  • Travel and other expenditures are accounted for properly

  • To provide a uniform and consistent approach for the timely reimbursement of authorized expenses incurred by Personnel.

This can be trickier than it seems. Auditors know that this area is rife with employee fraud. Further, the rules don't always follow common sense when it comes to what should be put down as compensation to the worker, and taxed as such. Let Mark pass on his valuable experience as an auditor in this area.

Join this session with our expert Mark Schwartz where he will discuss what employers must know, which payments must be included in the regular rate of pay, which hours must be compensated, and how to compute the correct amount of overtime compensation.

Session Highlights:

  • Accountable Plans – The basis for making travel and other expense reimbursements non-taxable to employees.

  • Elements of an accountable plan

  • Requirements for workers and employers

  • Evidence of a business connection

  • Substantiation and documentation of expenses.

  • Accounting for advances

  • Per Diems

  • FLSA Guideline: Wage versus Commute Expense

  • Day Trips

  • Traveling to and from work

  • Travelon off-work hours

  • The One-Year Rule-is there such a thing as breaking residency and restarting the reimbursement clock?

  • Temporary vs Long-Termassignments away from home office

  • Their rules for transportation expenses: mileage, car rental, airfare, hotel, meals, and entertainment

  • Mass Transit and ParkingBenefits

  • Mileage reimbursement maximum

  • Personal Use of Company Car

  • Substantiation of meals and entertainment – Directly Related and Associated Tests, Reasonable and Necessary

  • Accounts payable vs Payroll Dept communication

Why you should attend:

After attending this webinar, you will be able to:

  • Define what the IRS means by“accountable plan.”

  • Review your current policies and procedures for completeness.

  • Analyze which method(s) for travel-related expenses work best for your company

  • Educate managers who send employees traveling on proper communication and accounting procedures

  • Identify which expense reimbursements are taxable wages.

And, much more!

Who should attend:

  • corporate tax Travel managers

  • Public Accountants

  • CFO’s

  • Payroll and Accts payable staff and management

  • Accounts Payable Supervisors and Personnel 

  • Internal Auditors 

  • Tax Compliance Officers 

  • Enrolled Agents 

  • Employee Benefits Administrators 

  • Officers and Managers with Tax Compliance Oversight

  • Company / Business Owners 

  • Public Agency Managers

  • Audit and Compliance Personnel / Risk Managers

Advanced Preparation: None

Program Level: Intermediate

Prerequisites: None 

Field of Study: Taxes

*You may ask your Question directly to our expert during the Q&A session. 

** You can buy On-Demand and view it at your convenience.   

Mark Schwartz

Mark Schwartz

Mark Schwartz is an employment tax specialist and has over 15 years of employment tax experience as an independent consultant and as a payroll tax auditor with the State of California. He has managed an audit caseload of 20 ongoing audits, from small home-based businesses to large multi-national corporations. He is expert at defining regulatory and statutory requirements from local, State and Federal government agencies; and helping the average businessperson understand what that means to their business. He has processed weekly and bi-weekly payroll checks plus tax forms for businesses with hourly as well as exempt workers, multistate operations and a wide variety of benefits.

Mr.Schwartz provides consulting services encompassing payroll processing and payroll tax issues. These include payroll tax minimization, payroll tax compliance reviews, independent contractor studies, use of electronic transfers, deductions, benefits, etc. Mark has represented both clients and the State in front of the State Appeals Board. He understands the complexities of local wage laws, unemployment and disability claims, and other wage and benefit issues affecting your employees.

Mark prides himself on his outstanding customer service skills. He listens attentively to his clientele, helping them bridge the gap between the small business world and Government bureaucracy. He eagerly assists with clients needs and feels that educating clients toward faster, accurate and more complete payroll processes provide the most value.

Mark is a participating member of the American Payroll Association. He earned his BA and MBA in Finance at Santa Clara University. He has held Certified Internal Auditor and Certified Investment and Derivatives Auditor Credentials. Mark is currently pursuing a Certified Payroll Fundamentals Credential with the American Payroll Association.

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Edupliance is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.5 PDCs for the SHRM-CPSM or SHRM-SCPSM. For more information about certification or recertification, please visit

This webinar has been approved for 1.5 HR (General) recertification credit hours toward California, GPHR, HRBP, HRMP, PHR, and SPHR recertification through the HR Certification Institute. The use of this seal is not an endorsement by the HR Certification Institute of the quality of the activity. It means that this activity has met the HR Certification Institute’s criteria to be pre-approved for recertification credit.

Edupliance is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: more information regarding administrative policies such as complaint and refund, please contact our offices at 844- 810-1151. PLEASE NOTE: To receive credit through the NASBA for this program you MUST attend the Live program in its entirety and complete the required progress checks.

Our Registration Number is 138832.

Number of CPE Credits Awarded for This Course: 1.5 (Taxes - 1.5)

Delivery Method: Group Internet Based

Want to attend in a Group? Call 844-810-1151 and Save upto 50%

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