US Tax Tools

Expense Report Generator

Document reimbursable business expenses with itemized line items, receipt references, and totals. Add your logo and export a polished PDF — free, no signup.

01INPUTS

Your Details

Client Details

Brand Settings

Expense Report Details

Line Items

$0.00

Sales Tax

Optional — leave at 0% for most service invoices, which typically aren't subject to sales tax. Selling taxable goods? Look up your combined state + local rate with the Sales Tax Calculator.

Expense Details

02PREVIEW & DOWNLOAD

Fill in the required fields (*) and add at least one line item to preview your expense report

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Track time and expenses together

Pair this with the Timesheet Generator when billing a client for both hours and out-of-pocket costs. If you're self-employed, see how deductible expenses affect your self-employment tax, and check the Mileage Deduction Calculator and Home Office Deduction Calculator for vehicle and home-office costs specifically.

Frequently asked questions

What should a business expense report include?

An expense report should include an itemized list of each expense (description, date, quantity, and amount), the business purpose of the trip or activity, the expense category, and any receipt or reference numbers. Keeping this level of detail makes reimbursement faster and supports your recordkeeping if the expenses are ever reviewed.

What records should I keep for business expenses?

Keep the receipts and document the business purpose of each expense. See IRS Publication 463 for recordkeeping on travel, gift, and car expenses, and IRS Publication 583 for general business recordkeeping requirements.

Are reimbursed employee expenses taxable?

Reimbursements made under an "accountable plan" — where the employee substantiates expenses with receipts and returns any excess advance — are generally not taxable income to the employee and are not subject to payroll tax. Reimbursements without proper substantiation can be treated as taxable wages instead.

Related Calculators

Last updated August 6, 2026 Tax year 2025 & 2026

Data sources: IRS Publication 463 (travel, gift, and car expenses) IRS Publication 583 (starting a business and keeping records)

This tool is general information only, not financial advice.

Reviewed by USTax Tools Editorial Desk

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