Expense Claim Form

A ready-to-use form for employees and directors to claim back business expenses. It captures everything your bookkeeper, HMRC and any auditor will want to see: what was bought, why, how much VAT is included, how business mileage was calculated, and who approved the claim.

• For monthly (or per-trip) expense claims by employees, directors, trustees or volunteers
• Alongside the Expenses Policy in this pack, which sets the rules and rates
• As the evidence trail for reimbursements made through payroll or by bank transfer

• Add your business name and the current mileage rates before issuing the form
• Claimants complete Parts 1 to 5, attach every receipt and sign the declaration
• The approver completes Part 6; finance completes Part 7 when processing
• Use one form per claimant per month, and a continuation sheet if needed