Expense Statement

Instructions for preparing Expense Statements

Expenses of more than $100 which are to be reimbursed must be approved in advance by the Executive Committee. Any other expense must be approved in advance by the Treasurer if it is to be reimbursed. If the expense is to be treated as a contribution to the Party, no advance approval is required, however the expense must be related to the Party's activities. The following procedure may be used to submit expenses.

1. Print and complete the PDF file or download the Excel spreadsheet version of the form and enter your expenses. Excel will calculate the sub-totals and total.
2. Original receipts are required for all expenses over $10.00. Receipts are not required for items under $10 if they are not normally provided (e.g. a dozen donuts, or hamburger and coke while working for the Party).
3. Enter the Year and your name at the top of the form.
4. Fill in the Date (e.g. Jan 24) and description for each item. Describe what was purchased and what it was used for. Use more than one line if necessary.
5. Fill in the amount from the receipt. If necessary, split the amount between the columns. Use the last column for anything that does not belong under one of the other headings.
6. If you drive your car on Party business, record the kilometres for each trip and provide a description of where and why. Put the total mileage in the second last box in the "Km" column. Multiply by $0.40 to get the total mileage expense. (Receipts are not required for mileage expenses or municipal transportation tickets. Use the Other column for transit tickets.)
7. Fill in the Sub-totals for each column, and the Total box at the bottom right.
8. Sign the expense form. Initial where indicated if these expenses are being donated to the Party (Contributed Goods and Services).
9. Submit your expense account to the Treasurer. (Mail to the Party or scan and email.)

You will receive a separate Official Receipt for contributed goods and services.