What could be the purpose of the business trip? Plan and purpose of the trip: examples Purpose of the trip in the travel certificate examples

Practicing accountants easily give various examples of business trip purposes and point out the following:

An employee's business trip must clearly be in the best interests of the company. The purpose of the business trip is formulated so that it is clear: the “travel” is beneficial for the company, directly or indirectly contributes to the enterprise earning profit, increasing the volume of activities, and improving the quality of goods and services. An employee of an organization cannot be sent on a business trip with the task of “resting,” “recuperating,” or “recovering.” For this purpose, leave is provided - annual or for health reasons.
The purpose of the business trip should not contradict the employee’s job description. Thus, an accountant cannot be sent on a business trip to negotiate with clients. And the commercial director of a company cannot be sent to another city for the purpose of “transporting employees.”
The reason for a business trip must correspond to the duration of the “travel” and its route. If the purpose of a business trip is, for example, participation in an exhibition, an employee of the organization is obliged to “move” in the opposite direction within 24 hours after the end of the event.
You should be extremely careful when justifying business trips on weekends. If a company employee goes to another city, for example, for negotiations on Monday, and the travel time is one day, then he can leave no earlier than Saturday evening. Otherwise, the cost of tickets or fuel and lubricants cannot be classified as expenses.
It is better to avoid general language. It is important to indicate why exactly an employee of the organization is sent to work outside the place of permanent duty. Otherwise, controllers may have doubts about the legality of attributing travel expenses to tax accounting.
The purpose of the trip should be formulated in such a way that one can make an unambiguous conclusion about whether the assigned task was completed or not. After the trip, the employee will have to submit a report on the results and attach documents confirming the completion of the task. By the way, it is possible that the purpose of a business trip is not achieved. In this case, the employer requires an “explanatory statement” from the employee indicating the reasons why the official task could not be completed. If you have this document, travel expenses can be taken into account for tax purposes.
If the purpose of the business trip is extensive and consists of several tasks, it is important to also write down the individual tasks of the trip, the completion of each of which will also need to be confirmed.
If a specialist’s work is of a traveling nature and moving to another locality is associated with the performance of everyday affairs, then such a “travel,” according to the Labor Code, is not recognized as a business trip at all.

Travel purposes

Only a person who has signed an agreement with the company and has labor obligations with them can be sent on a work trip. This is due to the fact that a person, even on a business trip, must receive his salary; this is the responsibility of the company. That is, any employee who is on the company’s staff can be sent on a business trip if necessary.

An employer should always remember that some employees cannot be sent on a business trip according to the labor code:

Pregnant women;
Those employees who signed an apprenticeship agreement with the company;
Persons who have not yet turned 18 years of age;
Employees who participate in elections and run for some position.

Some employees have the right to refuse a trip. This right applies to the following categories of citizens:

Mothers who have children under 3 years of age;
Citizens who are raising children under five years of age alone;
Employees who have disabled children or relatives requiring care;
Disabled workers or people working under special conditions.

Corporate mission trips can be classified according to different characteristics. Thus, on a territorial basis, trips within the territory of the Russian Federation and to foreign countries are distinguished. According to the duration of business trips, short-term and long-term trips are distinguished. According to the composition of the travelers - group and single. There may also be planned and unscheduled business trips.

To date, there are no clear guidelines in the legislation regarding the timing of the trip. There are no minimum or maximum restrictions. The management of the organization independently determines the complexity of the task and the time required to complete it. Previously, there were restrictions. It was believed that the maximum duration of a business trip could not exceed forty days. In construction, the maximum threshold for a business trip reached a year.

Guarantees for an employee do not depend on the purpose of the business trip; there can be many examples. But with any of them, the employer bears some obligations to the employee. An employee who is sent on a business trip is provided with the following guarantees:

preservation of position, workplace, average daily wage;
payment for days off spent on a business trip at double the rate;
reimbursement of expenses that may arise during a business trip in Russia and abroad, including obtaining a foreign passport, obtaining a visa, customs duties and other fees.

All these guarantees are prescribed in labor legislation and are subject to mandatory compliance by the employer.

Official purposes are reflected in the current Decree of the Government of the Russian Federation No. 749.

The documentary basis for the trip is the manager’s order in the form of a formal memo.

Examples of the purposes of a director’s business trip abroad and within the country may include:

starting a new project, conducting negotiations with contractors and other counterparties, concluding long-term cooperation agreements with them;
carrying out an audit of a branch when serious violations are identified during inspections of regulatory government bodies at enterprise divisions located in another city or region. This requires the presence of a manager to resolve all controversial issues;
searching for new opportunities for business development, holding meetings with potential partners of the enterprise, creating and implementing new business projects;
opening new structural units, branches or branches in other cities and countries.

The purposes of business trips are not recorded in regulatory or personnel documents. They must always be indicated either in a memo from the manager or in a business trip order.

If document No. T-10a is used as a form for a business trip report, then you need to know that the reporting (reflecting the result of the work performed) information is indicated in it in relation to the initially set goals of the trip.

If another form of report is used, it is nevertheless advisable to indicate the purposes of the business trip in it, since their content may be important in choosing the correct entries when maintaining accounting procedures that characterize the business trip.

This is as important as the question of how to determine the purpose of a business trip. Examples of cases where an employer was fined for sending an employee to another city who should not have been sent on a trip are not isolated.

Before sending an employee to another city or country, it is important to consider the following:

It is strictly forbidden to “equip for travel” pregnant women and minor workers (except for personnel employed in the creative field).
An employee sent on a business trip must have an employment relationship with the employer. At the time of departure, a rental agreement must already be concluded, drawn up in accordance with applicable laws.
There are categories of citizens who have the right to refuse business trips. It is permissible to send them to another city or country for official reasons only with their written consent.

Such persons include:

Mothers of children under 3 years old.
Parents or guardians of disabled people under 18 years of age.
Citizens caring for sick family members, in accordance with a medical report.
Mothers and fathers raising children under 5 years of age without spouses.

Scientists, researchers, experts, theorists from various fields, teachers of secondary and higher educational institutions go on business trips to participate in conferences and competitions, exchange experiences, study unique sources, visit specialized exhibitions and museums, and participate in archaeological excavations.

How can the purpose of a business trip be formulated? Example:

Collecting information for scientific work on the topic (title).

Studying original documentation.

An example of setting the purpose of a director’s business trip: to take part in negotiations on concluding a contract for the supply of products with a representative of the Vector company in Moscow on 10/01/2018.

The wrong goal setting is to conclude an agreement with a representative of the partners. In this case, the goal does not have specific indications of the date and place of negotiations. In addition, it presupposes the mandatory conclusion of an agreement, when in practice negotiations may end with a refusal to sign it.

An example of the purpose of a driver’s business trip: from 10.00 to 20.00, to ensure the movement of citizen Ivanov within the city of St. Petersburg during the period from 01/11/19 to 01/25/19 in a VAZ-2114 company car, number E1913SN.

At the same time, the final destination of the report should be the organization’s archive. The fact is that such documents must be stored in the company for 5 years. And if the business trip was foreign - 10 years (order of the Ministry of Culture of Russia dated August 25, 2010 No. 558).

Let us note that the storage periods for documents determined by Order 558 are mandatory not only for state and municipal structures, but also for private companies (decision of the Supreme Arbitration Court of the Russian Federation dated September 6, 2011 No. 7889/11).

Do you know how to indicate correctly, you can, of course, easily find it on all sorts of professional forums for accountants or HR specialists. But copying someone else's experience is not always justified.

There is no list of job requirements in the regulations. However, it is worth formulating the reason why an employee travels in such a way that travel and daily expenses can be reflected in accounting to reduce taxable income.

To do this, it is important to consider a number of points.

Which ones?

Practicing accountants easily give various examples of business trip purposes and point out the following:

An employee's business trip must clearly be in the best interests of the company. The purpose of the business trip is formulated so that it is clear: the “travel” is beneficial for the company, directly or indirectly contributes to the enterprise earning profit, increasing the volume of activities, and improving the quality of goods and services. An employee of an organization cannot be sent on a business trip with the task of “resting,” “recuperating,” or “recovering.” For this purpose, leave is provided - annual or for health reasons.
The purpose of the business trip should not contradict the employee’s job description. Thus, an accountant cannot be sent on a business trip to negotiate with clients. And the commercial director of a company cannot be sent to another city for the purpose of “transporting employees.”
The reason for a business trip must correspond to the duration of the “travel” and its route. If the purpose of a business trip is, for example, participation in an exhibition, an employee of the organization is obliged to “move” in the opposite direction within 24 hours after the end of the event.
You should be extremely careful when justifying business trips on weekends. If a company employee goes to another city, for example, for negotiations on Monday, and the travel time is one day, then he can leave no earlier than Saturday evening. Otherwise, the cost of tickets or fuel and lubricants cannot be classified as expenses.
It is better to avoid general language. It is important to indicate why exactly an employee of the organization is sent to work outside the place of permanent duty. Otherwise, controllers may have doubts about the legality of attributing travel expenses to tax accounting.
The purpose of the trip should be formulated in such a way that one can make an unambiguous conclusion about whether the assigned task was completed or not. After the trip, the employee will have to submit a report on the results and attach documents confirming the completion of the task. By the way, it is possible that the purpose of a business trip is not achieved. In this case, the employer requires an “explanatory statement” from the employee indicating the reasons why the official task could not be completed. If you have this document, travel expenses can be taken into account for tax purposes.
If the purpose of the business trip is extensive and consists of several tasks, it is important to also write down the individual tasks of the trip, the completion of each of which will also need to be confirmed.
If a specialist’s work is of a traveling nature and moving to another locality is associated with the performance of everyday affairs, then such a “travel,” according to the Labor Code, is not recognized as a business trip at all.

Can any employees be sent on business trips?

This is as important as the question of how to determine the purpose of a business trip. when an employer was fined for sending an employee to another city who should not have been sent on a trip, these are not isolated cases.

Before sending an employee to another city or country, it is important to consider the following:

It is strictly forbidden to “equip for travel” pregnant women and minor workers (except for personnel employed in the creative field).
An employee sent on a business trip must have an employment relationship with the employer. At the time of departure, a rental agreement must already be concluded, drawn up in accordance with applicable laws.
There are categories of citizens who have the right to refuse business trips. It is permissible to send them to another city or country for official reasons only with their written consent.

Such persons include:

Mothers of children under 3 years old.
Parents or guardians of disabled people under 18 years of age.
Citizens caring for sick family members, in accordance with a medical report.
Mothers and fathers raising children under 5 years of age without spouses.

What documents contain the purpose of the business trip?

Until 2015, an employee’s trip was arranged:

By order.
Service assignment.
Travel certificate.
A report.

Currently, all characteristics of the “travel” are indicated in the order. The unified forms of “official assignment”, “travel certificate” and “report” have been cancelled.

To confirm the fact of the trip and the execution of the order, the following are used: tickets, checks for reports, explanatory notes, minutes of negotiations, certificates of training, concluded contracts, inventories.

From the composition and content of these documents it should be clear whether the designated purpose of the trip was achieved.

Let's look at how business travel tasks are determined for different categories of employees.

Director

The work of the top officials of enterprises is often associated with “travel”.

A business trip for the director of a company, as a rule, is formalized not by an order, but by an order containing the phrase: “I’m leaving on a business trip for the purpose of...”.

The head of the company can go on a business trip, in particular to conquer new markets, search for clients, and conclude contracts for the supply of products. What would the purpose of the director’s business trip sound like in this case? Examples:

conducting negotiations and concluding a contract with Firma LLC;
holding negotiations with participants of the conference “Products of the Future” in Nsk “___”________ 20__;
demonstration of samples of the product “Item-1” from the company “Large Customer” LLC;
for the company JSC "Good Client".

The top person of the company can also travel to another city or country to meet with existing clients of the company. For this case, HR specialists have already figured out how to write the purpose of the trip on the travel certificate. Examples:

discussion of the terms of the contract for the supply of production equipment to Nash Friend LLC;
agreement with Concern JSC on the procurement plan for the 2nd half of the year ____.

Company directors are sent from time to time to other cities or countries to “open a new branch of the company.” This formulation of the desired result is also acceptable in documents. However, in this case it is worth designating business trips. Example:

“I’m leaving for Nsk to organize the work of a new structural unit.

Studying the target market.
Testing and hiring an employee for the position of branch manager.
Coordination with the head of the branch of work plans for ___ year.”

Also, the head of a small company, like a specialist, can go to another city or country in order to purchase new equipment, enter into contracts for the supply of raw materials, materials, components, and negotiate terms of cooperation with suppliers. In this case, the documents should also correctly indicate the purpose of the director’s business trip. Examples:

conducting negotiations with Partner LLC on the purchase of a batch of goods “Thing”;
concluding an agreement for the purchase of products from Pomoschnik LLC;
purchase of “Machine” equipment;
study of samples of the “Stuka” product from Manufacturer LLC.

How else can the purpose of a business trip of the company's chief executive be formulated? Examples:

training;
participation in an exhibition, seminar, conference” (attending events related to the financial and economic activities of the enterprise);
professional development;
development of new technologies;
checking the quality of the department's work.

Sales Manager

In departments involved in the sale of goods and services, the purposes of business trips are usually specified in great detail. Employees receive detailed instructions in writing, indicating which tasks must be completed and which quantitative targets have been achieved.

First, the main purpose of the sales manager’s business trip is set. Examples:

increasing sales volumes in the region;
market research;
negotiations with potential clients.

A “large” job assignment is divided into stages, and based on the results of each stage, the employee draws up a written report. A sales manager is often given the following “subgoals”:

make visits to existing clients according to the visit schedule;
visit potential customers in accordance with the meeting plan;
collect information on the new market for the marketing department;
visit competitors' outlets and conduct a comparative analysis.

Engineers, production staff

Business trips for these categories of employees are long-term, as they are usually associated with ensuring the efficient operation of machines, automatic lines, and robots.

It is also very important for engineers and workers to correctly formulate the purpose of the business trip in the travel certificate. Examples:

installation, adjustment of equipment;
training responsible employees to work with the production line;
checking, testing the operation of machines;
warranty repairs, service maintenance of devices supplied under Contract No.___ dated "___"__________;
routine maintenance, equipment maintenance.

Many engineers go on business trips to communicate with colleagues and gain new practical knowledge. This is a very common purpose for business travel. Example:

exchange of experience with developers of “Powerful” devices.

Accountant

Chief accountants travel to other cities to check the quality of work of accounting specialists, train employees, collect information, and summarize the financial and economic activities of the company.

An ordinary accountant can go on a journey to improve his skills, exchange experiences with colleagues,

How can the purpose of an accountant’s business trip be formulated? Example:

Carrying out the internal correctness of reflection in the accounting records of the financial and economic operations of the branch.

Any other purpose of the trip that corresponds to the accountant’s job description is also acceptable. Example:

visit to accept cases.

Agricultural workers

Farmers, agronomists, machine operators, livestock breeders, and poultry farmers are faced with the need to travel on business trips, perhaps much more often than “urban” specialists. Working in rural areas, they must constantly be in touch with “civilization”: purchase seeds, animal feed, attend exhibitions of national economic achievements, get acquainted with new technologies and, finally, sell products to city enterprises and individuals, market visitors.

In accordance with the objectives of a specific trip, the purpose of the trip of agricultural workers is formulated. Examples:

purchase of fertilizers;
obtaining permits;
presentation of an investment project at a specialized exhibition;
participation in a farmers' conference, exchange of experience;
purchase of special equipment;
sales of products at the city fair;
delivery of a consignment of goods to the plant of JSC "Customer".

Driver

How to write the purpose of the trip in the order depends on the specific task. Examples for the driver:

delivery of goods to the company Our Client LLC (address);
transportation of a commercial director;
delivery of goods and materials, receipt of invoices.

What else might the purpose of a driver’s business trip “look like”? Examples:

purchasing spare parts for car repairs;
routine vehicle diagnostics;
delivery of original transaction documentation.

Researcher

How can the purpose of a business trip be formulated? Example:

Collecting information for scientific work on the topic (title).

Studying original documentation.

Conclusion

It is not at all necessary to use standard “terms” in which the purpose of a business trip is usually described. Examples only make it easier to choose the “appropriate” words. The experience of many employees proves that the formulation of the task can be free.

Examples of wording the purpose of a business trip are known to anyone who has had to solve work problems in another city. However, sometimes questions still arise - what can really be called the official purpose of a business trip and what not. From the point of view of Russian legislation, any trip to another city or country that is necessary to fulfill an official task given by the manager can be called a business trip. At the same time, maintaining a job and wages is the main condition.

Based on the labor code, all expenses that will be associated with an employee’s trip to another city or country must be classified as business needs so that there are no problems with taxation in the future. It is worth clarifying that the trip becomes a business trip only after the immediate superiors sign the administrative documents.

Travel purposes:

Exchange of experience among employees of different enterprises;
Concluding an agreement for the supply of equipment or any raw materials;
Participation in a conference with a report;
Taking part in legal proceedings with another enterprise;
Analytical activities to improve the company's performance;
Resolution of legal and legal disputes;
Marketing research that will help the company reach a new level of development.

These examples can be classified as general purposes for business trips. Often there are even clear schedules for such trips. This is usually due to the fact that the company needs to regularly check and monitor the work of its branches. Thus, for some employees, most of the work is not done at their main place.
However, there are also special, specialized cases:

Conduct a train to assess working conditions;
Maintenance of equipment under contract;
Conducting unplanned inspections in branches.

This work can only be performed by employees who have the appropriate specialization.

An employer should always remember that some employees cannot be sent on a business trip according to the labor code:

Pregnant women;
Those employees who signed an apprenticeship agreement with the company;
Persons who have not yet turned 18 years of age;
Employees who participate in elections and run for some position.

Some employees have the right to refuse a trip. This right applies to the following categories of citizens:

Mothers who have children under 3 years of age;
Citizens who are raising children under five years of age alone;
Employees who have disabled children or relatives requiring care;
Disabled workers or people working under special conditions.

Documentation

Before sending an employee on a trip, all documents must be prepared and signed. In the order prepared for registration of a business trip, you must indicate the following:

Employee's passport data;
Specify the employee's position;
Place of work;
Dates of the upcoming trip;
Purpose of the trip. It must be indicated clearly and with all details.

Supervisor

It is the director who is most interested in the development of the enterprise so that it brings maximum profit. The goals for a director’s business trip may be the following:

For meetings with business partners with whom you can conduct joint business in the future;
To open a new branch in another city or country;
The trip is aimed at resolving controversial issues that arose at another enterprise.

Chief Accountant

Sometimes the chief accountant is sent on trips. It is worth noting that an accountant in any enterprise is a financially responsible person. After all, it is this person who keeps records of finances, money and property matters. Therefore, we can say that the employee is simply attached to his place of work. If he is sent on a business trip, then a part-time employment contract is drawn up. This is especially important to do if the employee leaves for more than one month.

The goals for such a working trip of the chief accountant of an enterprise may be the following:

Checking reporting and accounting in a branch of the enterprise;
Creation of a new database at an enterprise that opened recently;
Acceptance of cases. This happens if an accountant is transferred to a new position in another city. At first, he will need to travel to the enterprise to take over all the documents and get to grips with the business;
Training. Training or a trip to a conference can significantly improve the professionalism of an accountant, which in the future will help him keep records correctly.

Driver

This point is somewhat more complicated than the others, because the position of a driver often involves traveling work, which means that such trips cannot be called business trips. However, this only works in certain areas. If the driver needs to take his immediate superior to another region, then this is already considered a business trip.

In the event that the driver needs to go to another city for more than one day to check his vehicle, this is also registered as a business trip. After all, maintaining the car in proper quality is his direct responsibility under the employment contract.

Important! It is worth noting that the rules for registering a business trip for truck drivers will not be different. The only thing is that the goal will be the transportation and delivery of various goods.

Sales Manager

Various companies very often send their sales managers on work trips. Firms in such cases are usually engaged in the sale or manufacture of various products, items or equipment. Sending a manager to another city is always a good idea, because this will help increase sales and demand significantly. The purpose of the manager's trip may be the following:

The manager will study the needs of the enterprises in order to convey information to the firm. In the future, the company can expand its product range based on this analysis and increase its profits;
Conducting negotiations with potential buyers. The usual personal presence of a manager is required when large purchases are involved;
Sometimes managers visit their competitors' outlets to analyze and improve the performance of their enterprise.

Company lawyer

Very large enterprises always have their own lawyer, who, by the way, can also be sent on a business trip. The only reason for this is to resolve disputes that have arisen in other branches. Sometimes conflicts occur over land plots on which the construction of a branch is planned in the future. It is the head office lawyer who solves such problems.

Nuances

In order for a person to be sent on a business trip, it is necessary to take into account some nuances:

The reason for the trip must be clearly stated in the order and then written down on the travel certificate. You can view a sample form on the Internet;
The company must remember that the trip cannot last more than 40 days. Deadlines are set in advance. A person cannot go on a business trip for an indefinite period of time;
If the business trip lasts more than one month, then, at the employee’s request, his salary is redirected to him. This is done at the expense of the organization;
The company reimburses its employee for all expenses related to travel and rental housing. In some cases, expenses related to the fact that the employee is not at his place of residence are paid;
A business trip is considered to be a trip where an employee leaves for another region relative to his permanent job, and not his place of residence. That is, if you live in St. Petersburg, but work in Moscow, a trip to St. Petersburg will be considered a business trip, despite the fact that in fact you are going home.

It is important to remember that when you apply for a job, you automatically agree that you may be sent on a business trip to another city or even country.

10.09.2019

A business trip plan is a document, the responsibility for completing which rests with the manager of the employee sent on a business trip.

In addition to basic information about the posted employee and the work trip itself, the work schedule, it indicates the purposes for which the employee goes on the trip.

Is it necessary to compose?

Labor legislation in force on the territory of the Russian Federation establishes certain rules and requirements put forward in relation to work trips - business trips.

Several articles are devoted to this topic in the Labor Code of the Russian Federation, including, , 168. Information on work trips is also included in the Tax Legislation.

The travel plan reflects the purposes for which the worker goes on a work trip.

It should be noted that the document of the specified sample does not belong to the category of mandatory ones. From this we can conclude that the plan is drawn up at the discretion of the head of the enterprise.

The purpose of the trip may be indicated in the order on the basis of which the employee is sent by the employer on a business trip.

In general terms, it can be said that the travel plan and program are designed to facilitate the employee's work while traveling.

In order to properly fulfill his duties, it is enough for him to adhere to the procedure determined by the manager.

A work plan for a business trip is especially convenient in situations where there are several goals and objectives of the trip.

In such cases, it is much easier to perceive information.

Subsequently, the employer has no right to demand anything not specified in the plan.

It is important to note that the need to prepare this document for certain categories of working citizens is reflected in the order of the Ministry of Internal Affairs of the Russian Federation No. 1150, Rosimushchestvo No. 51, Judicial Department No. 152.

How to draw up a work program and work schedule?

The program and schedule of work on a business trip is developed by the supervisor of the posted employee or the person designated as responsible.

Each company may use its own technology for preparing paper of this nature. Information on this matter should be reflected in the administrative documentation of the enterprise.

In most cases, all employers report standard data. In the case of a work travel plan, this includes the following information:

duration of the business trip, start and end dates;
the area to which the posted employee is sent;
information about the receiving party - the name of the company located in another area;
purposes of a business trip – there can be an unlimited number of them;
the position of the employee going on a business trip, his initials;
main part.

The main part can be formatted as a table with the following column names:

issues/activities/tasks to be completed/performed while the worker is on a work trip;
the deadline for completing a task/event or resolving an issue, the length of time allotted for it;
the result expected as a result of completing a given task, event, etc.

After the table there should be a signature of the manager who prepared the program. The date of registration is indicated.

After this, the employee for whom the plan was drawn up is familiarized with the contents of the document. If there are no questions, he leaves his signature on the document.

A short example for a sales manager

An approximate structure of a business trip plan for a sales manager might look like this:

business trips

The duration of the work trip is 5 days. From November 10 to November 14, 2019.

The receiving party is the Trading Networks company, St. Petersburg, Leninskaya street, building 4.

The purpose of the business trip is to conclude a contract for the supply of products.

Seconded employee - sales manager - Anisimova Lyudmila Sergeevna.

Contents of the working trip

Head of the enterprise: Salenko A.E., signature

Familiarized with the business trip plan: Anisimova L.S., signature

Download a sample plan and work schedule for a business trip –

The purpose of the business trip is a list of tasks established by the employer that the employee will need to perform while being directed by the manager outside the permanent workplace. In the article we will tell you about defining the goal and its necessity, and also provide a sample business trip plan.

A business trip is an employee’s departure for a certain period to perform official tasks established by the manager in an area remote from the workplace. The duration of the business trip is set by the employer, taking into account the complexity of the goal.

The employer procedurally accompanies many situations that exist in labor relations, and trips to perform certain functions are no exception.

What is the purpose of a business trip

The travel purposes of workers in different positions will differ: the tasks of an engineer and an accountant certainly cannot be the same. The purpose of the business trip in the travel certificate and the examples of its execution given below will help you correctly draw up documents related to travel.

The legislation of the Russian Federation regulates issues related to business trips in such regulations as:

Labor Code of the Russian Federation, Chapter 24, in particular, Article 166, which determines the legal regulation of problems related to the topic;
Decree of the Government of the Russian Federation dated October 13, 2008 No. 749, which establishes in detail the algorithm for sending on business trips and determining their effectiveness;
Resolution of the State Statistics Committee of the Russian Federation dated January 5, 2004 No. 1, containing forms of orders for sending on business trips.

The task is drawn up in accordance with production needs. Correct formulations will enable the employer not to take risks when the set goal is not achieved. For example, the task “sign an interaction agreement” sounds clear, but “evaluate the possibility of signing an interaction agreement” may have a negative result, but the goal will be achieved.

Thus, the purpose of the trip is a clear, detailed list of tasks to be performed by the employee, sent by decision of the employer to perform specific functions outside the employer’s location.

Is the purpose of the business trip required?

Since 2015, amendments have been made to Resolution 749, according to which the legislator did not directly define as an employer’s obligation to set the purpose of the trip. This means that the manager does not have to rack his brains over the wording of the job assignment indicating the purposes of the trip, and a task like “I’m directing you to figure it out” can be given orally. Accordingly, the travel certificate was cancelled.

In this regard, the question of the need to indicate the goal becomes relevant. In the absence of the latter, negative consequences may arise for any of the parties to the employment relationship, for example, refusal to pay for travel allowances and the imposition of disciplinary sanctions (in the case where a person traveled to perform certain tasks of the employer, he must provide a detailed report). Erroneous formulations or the absence of a purpose as such may lead to the recognition of the departure by regulatory authorities as invalid, as a result of which the costs will be subject to personal income tax and insurance payments.

Therefore, the preferred option for the employer is to have a formalized assignment.

How to formulate a goal

In order for an employer to correctly draw up consumable documents for a work trip, it is important to correctly formulate the purpose. The task received by the employee during the departure must be completed in full (Part 1 of Article 166 of the Labor Code of the Russian Federation, Clause 3 of Resolution No. 749).

The employer does not have the right to demand that work not provided for in the employment agreement be performed, so the task is established in accordance with the functionality.

The purposes of travel can be divided into two groups:

General (contribute to the development of the institution’s activities).
Special (characterize the needs of the institution in a specific period, for example, to conduct negotiations).

Purpose of the trip and examples:

conduct negotiations with the investor;
represent the interests of the enterprise in court proceedings;
check the activities of a separate department of the institution.

Who decides whether the goal is achieved or not?

The employer has the right to independently develop forms of reporting documents on the fulfillment of the purposes of the trip, since the Labor Code of the Russian Federation does not oblige the employee to provide information about the work performed during the trip.

However, the manager, in accordance with Art. 8, 22 of the Labor Code of the Russian Federation, has the right to develop a local act obliging employees returning from trips to generate reports on the results. To solve the problem, an institution can either create forms of its own documents or apply the current unified forms from Resolution No. 1 of 01/05/2004.

Using the available templates (form T-10a), the head of the department that sent the employee makes a record of the effectiveness of the task (completed or not completed). In the latter case, the employee explains to the employer what was the obstacle to completing the tasks.

In what documents and how to write

In accordance with Art. 166 of the Labor Code of the Russian Federation, the work trip is carried out in accordance with the exact instructions of the employer. The basis for an employee’s departure is the employer’s decision, but its form is determined independently by the head of the institution.

The presence of statements about the purpose is provided for in legally significant documents - orders on business trips, travel certificates (if their execution is determined by local acts of the organization).