Good morning Jennifer,
It is true that reimbursements for conferences (similar to an exam or a course) would not be reimbursable until after its been completed. Typically, a conference would be part of a travel report in which case the trip begin and trip end dates are required in report header. A travel report has 90 days from that trip end date to be submitted in concur by the employee. The BEX determination is based off that trip end date and the first submit date, regardless of the transaction date.
In the case of a conference, exam, or course not being associated with travel, the report would need to be reviewed to ensure the completion date, and would only be taxed if the report was submitted more than 90 days after that completion date, regardless of the transaction date.
If a notice of BEX regarding a report is received, and you believe the BEX is incorrectly determined, you can reach out to the PSC helpdesk to inquire, psc@cu.edu. If report was in fact submitted beyond the 90 days of trip end date/completion date, it is taxable. Only in extenuating circumstances could the report be reviewed for exception to that BEX tax by the departments campus controllers office and CU Tax director.
Good morning Jennifer,
It is true that reimbursements for conferences (similar to an exam or a course) would not be reimbursable until after its been completed. Typically, a conference would be part of a travel report in which case the trip begin and trip end dates are required in report header. A travel report has 90 days from that trip end date to be submitted in concur by the employee. The BEX determination is based off that trip end date and the first submit date, regardless of the transaction date.
In the case of a conference, exam, or course not being associated with travel, the report would need to be reviewed to ensure the completion date, and would only be taxed if the report was submitted more than 90 days after that completion date, regardless of the transaction date.
If a notice of BEX regarding a report is received, and you believe the BEX is incorrectly determined, you can reach out to the PSC helpdesk to inquire, psc@cu.edu. If report was in fact submitted beyond the 90 days of trip end date/completion date, it is taxable. Only in extenuating circumstances could the report be reviewed for exception to that BEX tax by the departments campus controllers office and CU Tax director.