Expense Reimbursement Form

Expense Reimbursement Form for Rental Businesses

Instead of chasing receipts or guessing what’s reimbursable, RentalBux’s Expense Reimbursement Form Template gives you a clear, compliant way to track reimbursable costs — ensuring accurate records, faster repayments, and clean accounts.
Designed specifically for UK landlords, property companies, and small businesses, this template keeps reimbursements organised and audit ready.

  • Clear Expense Categorisation
  • Receipt & VAT Tracking
  • Approval & Payment Records
  • HMRC-Friendly Documentation
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Expense Reimbursement Form
MTD Ready
Mileage & Travel Claims
Maintenance & Repairs
Office & Software Costs
VAT-Eligible Expenses

Keep Expense Claims Simple, Clear, and Compliant

Everything you need to properly record and reimburse business expenses — without confusion or missing paperwork.

  • Record who incurred the expense and when
  • Capture expense purpose and related property or business activity
  • Attach receipts and VAT details
  • Clearly identify reimbursable vs non-reimbursable costs
  • Track approval and reimbursement status
  • Designed for UK tax and accounting requirements
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Expense Reimbursement Form for Rental Businesses

Monthly Financial Tracking Template


Section 1: ACCOUNT INFORMATION


Account holder name: [Full name]

Tracking period: [Month/Year]

Start date: [Date]

End date: [Date]

Currency:

☐ GBP (£)

☐ USD ($)

☐ Other: [Specify]

Account type:

☐ Personal

☐ Business

☐ Joint


2. INCOME TRACKING


Salary/Wages:

Primary employment: £[Amount]

Secondary employment: £[Amount]

Overtime/Bonuses: £[Amount]

Other Income Sources:

Rental income: £[Amount]

Investment returns: £[Amount]

Freelance/Self-employed: £[Amount]

Benefits: £[Amount]

Other: £[Amount]

Total Monthly Income: £[Amount]

(Sum of all income sources above)


3. EXPENSE TRACKING


Housing:

Rent/Mortgage: £[Amount]

Council Tax: £[Amount]

Utilities (Gas/Electric): £[Amount]

Water: £[Amount]

Internet/Phone: £[Amount]

Insurance: £[Amount]

Transportation:

Car payment: £[Amount]

Fuel: £[Amount]

Public transport: £[Amount]

Car insurance/Tax: £[Amount]

Living Expenses:

Groceries: £[Amount]

Dining out: £[Amount]

Clothing: £[Amount]

Personal care: £[Amount]

Financial Obligations:

Credit card payments: £[Amount]

Loan payments: £[Amount]

Savings: £[Amount]

Other debt: £[Amount]

Other Expenses:

Entertainment: £[Amount]

Healthcare: £[Amount]

Subscriptions: £[Amount]

Miscellaneous: £[Amount]

Total Monthly Expenses: £[Amount]

(Sum of all expense categories above)


4. FINANCIAL SUMMARY


Total Income: £[Amount]

Total Expenses: £[Amount]

Net Amount (Income - Expenses): £[Amount]

Savings Rate: [%]

(Calculated as: (Net Amount / Total Income) × 100)

Why You Need an Expense Reimbursement Form

Essential benefits of using a structured expense reimbursement form for your rental or business operations

Ensure every valid expense is recorded once with receipts attached.
Keep reimbursements separate from operating expenses, simplifying bookkeeping and reconciliations.
Clear documentation helps justify reimbursements during tax reviews or inspections.
Standardised forms speed up review and repayment for directors, staff, or contractors.
Understand where money is being spent across properties, projects, or departments.

Expense Reimbursement Essentials by Business Type

Landlords

Common Reimbursable Expenses
Travel to properties Maintenance materials Emergency repairs Professional fees
Key Details Tracked
Property reference Expense purpose VAT eligibility
Why It Matters

Keeps personal and property finances separate and compliant.

SMEs

Common Reimbursable Expenses
Staff travel Client meetings Office supplies Software subscriptions
Key Details Tracked
Employee name Department Approval status
Why It Matters

Improves internal controls and reduces accounting errors.

Get Your Expense Reimbursement Process Working Today

1

Download and Customise

Open the template in Excel or Google Sheets. Add your business name, reporting period, and approval roles.
2

Record Expense Claims

Enter expense details, amounts, VAT, and attach receipts. Each claim is clearly documented and categorised.
3

Approve, Reimburse, and File

Approve claims, record payment dates, and keep everything stored for accounting and tax purposes.

Expense Reimbursements Made Simple

Stop losing receipts and guessing what’s reimbursable. Use the RentalBux Expense Reimbursement Form Template to manage claims professionally and compliantly.

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Frequently Asked Questions

What is an expense reimbursement form?

An expense reimbursement form records business expenses paid personally and ensures accurate repayment with receipts and supporting details.

Is this expense reimbursement form suitable for UK landlords?

Yes, it’s designed for UK landlords and property businesses, aligning with HMRC record-keeping and tax requirements.

Can I track VAT on reimbursed expenses?

Yes, the form includes fields for VAT amounts, VAT receipts, and reclaimable expense tracking. 

Who should use an expense reimbursement form?

Landlords, directors, employees, and contractors who pay business expenses personally should use this form.

Does this form help with HMRC compliance?

Yes, it creates clear documentation for audits, tax returns, and expense verification.