Terms of Service - Accountable Plan Calculator

Last updated: August 4, 2026

1. Acceptance of terms

By using the Accountable Plan Calculator ("this tool," "this site"), you agree to these Terms of Service. If you do not agree, please do not use the tool. This tool is provided by Online Tax Solutions Group LLC, doing business as Tax Sherpa ("we," "us," "our").

2. What this tool is - and is not

The Accountable Plan Calculator is a free educational estimation tool. It helps you model potential accountable-plan reimbursements for home office expenses, business vehicle use, and other business expenses using the information you enter.

This tool does not provide tax, legal, accounting, payroll, or financial advice. The numbers it produces are illustrative estimates based on general rules and assumptions, not a calculation of your specific tax position, and they are not a substitute for professional advice tailored to your business, your entity structure, your payroll setup, your records, and your state law requirements.

3. Key assumptions and limits

To keep this tool simple and public, every result depends on the inputs and assumptions you provide. Important limitations include:

• Accountable plan requirements: a deductible reimbursement generally requires a valid business connection, timely substantiation, and return of excess reimbursements. This tool cannot verify whether your records satisfy those requirements.
• Home office inputs: owner home-office calculations assume the space is used regularly and exclusively for business and that the square-footage inputs are accurate. This tool cannot determine whether a particular room or area qualifies.
• Mileage inputs: mileage calculations depend on the role you select and the miles you enter. Employee commute miles are treated differently from owner business miles. This tool cannot audit your mileage log or verify prior-year vehicle-method elections.
• Mileage rates: the tool uses the mileage rates configured in the calculator for the covered period. Rates, tax rules, and agency guidance can change.
• State and local law: this tool is focused on federal accountable-plan concepts and does not account for every state, local, payroll, labor, or entity-specific rule.

4. Professional assistance required

A real accountable plan requires more than a calculator result. To convert an estimate into a defensible reimbursement process, you need a written accountable-plan policy, consistent substantiation procedures, accurate records, proper bookkeeping, and review by a qualified tax professional. Do not implement reimbursements, payroll treatment, or tax deductions based only on this tool's output.

5. No data retention

This tool does not create an account, save your reimbursement inputs, or store your results for later retrieval. See our Privacy Policy for details. Because nothing is saved in the tool, we cannot retrieve your specific calculation after your session ends.

6. No warranty

This tool is provided "as is," without any warranty of any kind, express or implied, including but not limited to accuracy, completeness, fitness for a particular purpose, or suitability for your specific facts. Calculations may become outdated as tax law, mileage rates, or our assumptions change.

7. Limitation of liability

To the fullest extent permitted by law, Online Tax Solutions Group LLC, doing business as Tax Sherpa, is not liable for any decisions made, or actions taken or not taken, based on this tool's output, and is not liable for any damages arising from your use of, or inability to use, this tool.

8. Changes to these terms

We may update these Terms of Service at any time, for example to reflect a change in the tool, underlying assumptions, or law. The "Last updated" date above reflects the most recent revision. Continued use of the tool after a change constitutes acceptance of the updated terms.

9. Governing law

These terms are governed by the laws of the State of Georgia, without regard to conflict-of-law principles.

10. Who we are

The Accountable Plan Calculator is provided by Online Tax Solutions Group LLC, doing business as Tax Sherpa, 2302 Parklake Dr NE, Ste 675, Atlanta, GA 30345.

11. Contact us

Questions about these Terms can be directed to office@taxsherpa.com or by mail at the address above.