MyBizStack
A MyBizStack tool

S-Corp Toolkit

Reimburse yourself out of your own company without inventing the paperwork afterwards.

If you own an S-corporation and pay for things personally, the money you take back out is only a reimbursement if the paperwork existed first. This builds that paperwork as you go, so there is nothing to reconstruct in March.

Free while we are in pilot. No card, no catch.

Reimbursement request Acme Co, Inc. to You · March 2026 Home office$412.00 Mileage, 214 mi$143.38 Supplies$86.19 Meals (substantiated)$54.00 Total $695.57 Authorized signature PAID

It starts with the plan

The paperwork exists before the money moves

Money you take back out of your own company is only a reimbursement if the plan was in place first. The builder asks a handful of questions and produces the two documents you actually need, so there is nothing to reconstruct at tax time.

  • An accountable plan you can actually adopt, produced for you to sign
  • The home office share calculated from square footage, never typed by hand
  • Every expense on one review screen before anything is saved
Accountable Plan Adopted by resolution · effective Jan 1, 2026 ADOPTED Signed:

What it does

Everything the toolkit handles

An accountable plan you can actually adopt

Nothing can be entered until there is a plan in place, which is deliberate: without one, money moving from the company to you is pay, not a reimbursement. A short builder asks a handful of questions and produces two documents, a resolution for the company and the plan itself. Print them, sign them, keep them.

The home office line worked out, not typed

You give the square footage once, and the housing costs each month. The business share is calculated and written for you. You cannot type it in by hand, because a typed figure and a calculated one drift apart the moment either changes.

Three ways to get an expense in

A sentence, typed or spoken. A photo of a receipt, read for date, vendor and amount. Or a pasted bank or card statement, which proposes candidate lines. All three land on the same review screen, and nothing is saved without you looking at it.

Meals that refuse to save without the substantiation

Who, where and why, asked while you still know the answer. That is the detail nobody writes down at the time and nobody can reconstruct two years later.

A signed request every month

A month goes open, submitted, paid. Submitting produces a printable reimbursement request with a signature block, and locks the month so the figures cannot quietly change after the request was signed. Mark it paid when the company actually pays you.

The screens around the edges

Renting your home to the company for meetings and the records that has to leave behind. What officer pay was set at and the reasoning behind it. Stock and debt basis carried year to year. Shareholder health cover and where it has to show up. The filing dates for the entity. And everything as a CSV whenever your accountant asks.

One email a month

On the first: what was logged, what it came to, and whether the month is still open. It contains nothing you did not enter yourself, and every one has a link that stops them for good.

How it works

From plan to reimbursed

1

Adopt the plan

A short builder asks a handful of questions and hands you a resolution and the plan itself. Sign them and the foundation is set.

2

Log as you go

Type a sentence, snap a receipt, or paste a statement. Meals ask who and why while you still remember the answer.

3

Submit and get paid

Each month prints a signed request and locks so the figures cannot drift. Mark it paid when the company pays you.

Who it is for

Owner operated S-corporations where the owner pays for things personally and sorts it out at tax time, usually badly.

Stop reconstructing the year at tax time

Have your accountable plan in place before the next expense.

Start your plan

Free while we are in pilot. No card, no catch.