Employer Reimbursement Guide

Under IRS Section 127, employers can reimburse up to $5,250 per employee per calendar year, tax-free, for job-related training—no income tax or payroll withholding required.

To remain non-taxable, reimbursements must be made under an accountable plan: you document expenses and return any excess funds.

Step 1: Gather Your Documentation

• Stripe Invoice — go to the Customer Portal to download your invoice.
• Business Case Template — Download Business Case (Open in browser and print/save as PDF)

Step 2: Complete the Business Case

1. Fill out the business case template with your specific information
2. Include details about how the course aligns with your job responsibilities
3. Highlight the specific skills you'll gain and how they benefit your employer
4. Explain your plan for implementing and sharing the knowledge with your team

Step 3: Submit to HR

1. Attach your Stripe invoice and completed business case to your company's reimbursement portal or email HR
2. Reference the Educational Assistance Program (Section 127) in your request
3. Emphasize that this is job-related professional development eligible for tax-free reimbursement
4. Follow up politely after 1–2 weeks if you haven't received approval

Need Help?

If your HR team has any questions, have them contact us at info@devopser.io.