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Charity Employees Expenses Claim Form


This Charity Employees Expenses Claim Form is a template for use by a charity to enable it to reimburse any type of expenses incurred by any of its paid staff. It can be adapted and used by any charity with any employees. It is relatively detailed, but where a charity only needs a simpler form, e.g. where the types of expenses that are incurred by any of its paid staff are likely to be quite limited, it can easily be simplified by making appropriate deletions.

This template is designed to work in conjunction with a written employees’ expenses policy such as the accompanying Charity Employees Expenses Policy template. That form is cross-referenced to this form. Full details of the types of expense claimable and the time within which they will be paid to staff can be set out in that policy and a copy made readily available to all staff.

Charities should reimburse their paid staff for all expenses properly incurred by them in the course of their employee duties. They might in some cases also adopt a policy of reimbursing their expenses of travelling from home to a fixed place of work although that is neither standard practice nor legally required. It is also recommended that charities ensure that they have a suitable process for reimbursing expenses claims very soon after they are submitted.

A separate Charity Trustees Expenses Claim Form is also available. There is also a separate Charity Volunteers Expenses Claim Form available.

This template is in open format. Either enter the requisite details in the highlighted fields or adjust the wording to suit your purposes.

Once you have purchased access to the appropriate document folder click on the “Download Document” button below. You will be asked what you want to do with the file. It is recommended that you save the document to a location of your choice prior to viewing.

Charity Employees Expenses Claim Form is part of Corporate Documents. Just £35.00 + VAT provides unlimited downloads from Corporate Documents for 1 year.

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