P-Card Accountable Plan Changes

From Group Financial Training & Communications

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Recorded Tuesday, May 20, 2025. Visit https://go.iu.edu/handouts to download a copy of these presentation slides.

Process change alert! Starting in Fiscal Year 26, Accountable Plan reconciliation timing and tax consequences will apply to P-Card transactions. Watch this webinar recording to learn about the new requirements and how to avoid being taxed.

Topics this session will cover:

Reconciliation timing requirements
Tax consequences
Determining the Purchase Requestor
Accountable Plan rollout and additional training

Email the Financial Training & Communications team with any questions at estc@iu.edu.

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