If you lost, misplaced, or otherwise don't have a receipt for a transaction that requires one, you'll need to explore alternative documentation options.

For pre-tax benefits, receipts are required by IRS regulations, and without proper documentation, your card spending may be disabled after 90 days. Some lifestyle benefits may also impose similar restrictions for spending that has not provided a receipt. 

What you can do

• Check your email for digital receipts or invoices
• Contact the merchant for a duplicate receipt. Most major retailers can provide this easily after confirming the date of purchase, purchase amount, and last 4 digits of the card used.
• For Dependent Care FSA purchases specifically, you can complete and submit an attestation form in lieu of a formal receipt if your provider does not offer one. Read more here: I do not have a receipt from my dependent care provider, can I still submit an expense?

Alternate receipts

If you are unable to get a receipt for your purchase after following these steps, you may need to provide an alternate receipt.

If you have recently made, or will make, an eligible purchase on a personal card that meets or exceeds the value of the original transaction, you are able to provide that receipt as an alternate, provided that you have not submitted the receipt to be reimbursed by Benepass.

Common Questions

What makes a good receipt?

A proper receipt should show:

• Provider's or merchant's name
• Date of purchase (or service date)
• Itemized list of products/services
• Purchase amount
• Patient's name (for healthcare expenses, when applicable)