Below are guidelines to follow when paying for a meal for another person or group of people.
Before you leave, remember to:
- View the policies for UW System Sponsored Events.
- Must be covering someone besides the payee
- Bring Payment: If you are taking your staff or guest to a restaurant for a meal during a business meeting, you can pay for the food with a US Bank Corporate Card or personal funds (not a P or PT card).
- Interested in a corporate card? Apply for a corporate card
- Bring your Tax Exemption Evidence: You are encouraged to take along a tax exemption card which explains the University's tax exempt status and helps to provide evidence and credibility when requesting tax exemption.
- Bring your ID: Bring your Blugold ID card so that the restaurant staff can see if it they request to do so.
While you are hosting a meal, remember to:
- Spend within maximum rates: Hosted meals must be within the maximum rate per person for both within Wisconsin and all other locations (including international). The maximum rate includes gratuity up to 20%.
- This can be found on UWTravelWIse: Headquarter City and Sponsored Events (Hosted Meals)
- Pay with the correct means of purchase: Use your Corporate Card or personal funds (not P or PT card).
- Request tax exemption and show your tax exempt card.
- Do not purchase alcohol.
- Request an itemized receipt; it should list each item ordered and payment method. This is required for reimbursement.
Apply for reimbursement by submitting a Travel Expense Report (TER) following the guidelines in the document, How To Create Expense Reports in the Expense Module.
- List your expense type as Meals-Hosted
- Attach an agenda
- Attach a list of attendees' names
- Justify why the meeting had to take place over a meal time
- Taxes in WI are not reimbursable
- Gratitude up to 20% is reimbursable