Configure Concur Expense Types for Meals and Entertainment to comply with Tax Reform

[Anthony]

Spoiler

Tax reform on Meals

I am looking into how best to configure our expense reports related to the tax reform requirements specifically on Meals .  While relating a meal expense to a client which is currently done  - how can I  have users indicate in Concur if Business was discussed at the meal and if so describe their business discussion?

(how have others in the community dealt with this tax reform in Concur) 

[adilupashko]

Hi,

Are you referring to the US or any other country? 

Adi

[Bkyser]

There are a couple of ways to tackle this. I think the easiest way would be to create an expense type which could be titled- Business meals- Attendees. You could then format field within the expense type to require a comment to be entered to describe the type of business discussed. The expense type could also have a requirement to have the attendees listed. 

Hope this helps. 

BK