Accounting templates / Business Expense Claim Form
Free editable business form

Business Expense Claim Form

Record a director, employee or contractor expense with evidence, business purpose, conversion and approval.

BUSINESS EXPENSE CLAIM

Company: [LEGAL NAME, COMPANY NUMBER]
Claim number: [EXP-YYYY-0001]
Claimant: [FULL NAME]
Role / department: [DETAILS]
Claim period: [FROM] to [TO]
Reimbursement currency: [GBP / EUR / USD]

Date     Supplier     Business purpose     Category     Currency     Gross     Tax
[DATE]   [NAME]       [PURPOSE]            [TRAVEL]     [GBP]        [0.00]    [0.00]

Foreign-currency conversion
Original amount / currency: [DETAILS]
Rate and source / card statement: [DETAILS]
Reimbursement amount: [0.00]

Total expenses: [0.00]
Less company advance: [0.00]
Amount due to claimant: [0.00]

Evidence attached: [RECEIPT / INVOICE / TICKET / MILEAGE LOG]
Payment account / IBAN: [DETAILS]
SWIFT / BIC, if international: [CODE]

Claimant declaration: I confirm these costs were incurred wholly for the stated business purpose, have not been claimed elsewhere and are supported by the attached evidence.
Claimant signature / date: [DETAILS]
Manager approval / date: [DETAILS]
Finance review / payment reference: [DETAILS]

General business template only. It is not tax, accounting or legal advice and may require mandatory information for the relevant transaction and jurisdiction.