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Determining File Size, Reducing File Size (2MB Max), And Converting To .PDF (MAC)

When uploading documentation for substantiation through your CONSUMER PORTAL, you must make sure the file size is less than or equal to 2MB.  This guide is designed to help you find your file size, reduce the file size if necessary, and convert files to .PDF (MAC).   1MB=1000KB Determining The File Size To find the […]

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Determining File Size, Reducing File Size (2MB Max), And Converting To .PDF (PC)

When uploading documentation for substantiation through your CONSUMER PORTAL, you must make sure the file size is less than or equal to 2MB.  This guide is designed to help you find your file size, reduce the file size if necessary, and convert files to .PDF (PC).   1MB=1000KB Determining The File Size To find the […]

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How To Submit Your Receipts : Card Use Verification

In accordance with IRS regulations, valid receipts have three elements that must be present for substantiation. Date of Service or Purchase Description of Service or Product Responsibility or Costs In some IRS approved instances, your card transactions may be auto-substantiated.  If your expense is not auto-substantiated, then you are required to provide documentation to prove […]

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What To Do When More Information Is Being Requested (RMI). Receipt Status: New Needed

In accordance with IRS regulations, valid receipts have three elements that must be present for substantiation. Date of Service or Purchase Description of Service or Product Responsibility or Costs More information will be requested when one or more of these elements is missing from the provided documentation, or if accompanying documentation like a Letter Of […]