Understanding Itemized Receipt Requirements

What items are required for a receipt to be considered itemized?
Written by Aimee Reynard
Updated 10 months ago

You'll need your itemized receipts when you have to submit a claim for reimbursement, or if a transaction on your Ameriflex Debit Mastercard® was unable to be automatically verified.

Note: The main difference between a receipt that is itemized and one that isn't is that an itemized receipt will show the cost of each separate item/service. Check your receipts for individual items to make sure you have the correct documentation.
Tip: Take a photo of your itemized receipts when you receive them, so you can easily access them later on when documentation is required. 

An itemized receipt must include the following information:

1. Name of the provider

2. Name of the person who received the service or for whom the item was purchased (ex: Provider Tax ID for Dependent Care Account (DCA) is acceptable)

3. The services that were rendered

4. Date(s) of service or purchase

5. Total cost or amount

Warning: An itemized receipt isn't always the default receipt you receive after a purchase. Sometimes, you might need to specifically request an itemized receipt.

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