How do I ensure I report my HSA expenses accurately?
If audited, you will be asked to prove that your HSA dollars were used for qualified expenses. If you use your HSA dollars for non-qualified expenses, you will be subject to both penalties and taxes.

Visit http://www.irs.gov/pub/irs-pdf/p502.pdf for a list of qualified expenses or sign up for The BASIC HSA Audit Protection Kit.

Our kit will offer peace of mind when dealing with tax reporting.

BASIC HSA Audit Protection Kit includes:

• Scanning and storage of receipts
• Audit of receipts for IRS deductibility
• Certification of qualification o Procedures for reporting non-qualifying expenses
• Folder for receipt storage
• Business reply envelope for receipt mailing