Reporting U.S. Federal Non-deductible Time & Expenses

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Preparation includes any research, analysis, review, meetings, or other non-administrative preparation to support your or another's action on an advocacy or policy issue. If this work is ultimately used by anyone, even those outside the company (e.g. a trade association), then it is considered preparation.​

This includes:

• Point-of-view (POV) development

• Impact assessment

• Strategy development

• Document production

This does NOT include:

• Tracking bills, legislation, or rules

• Receiving updates on the status of legislation & rule-making

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Planning includes any research, analysis, review, meetings, or other non-administrative work done towards making a decision on whether the company should advocate for or against proposed legislation.

This does NOT include: 

• Tracking bills, legislation, or rules

• Receiving updates on the status of legislation & rule-making

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Grassroots organizing includes asking those outside the company (e.g. the general public or a trade association) to directly contact a public official regarding a Federal, state, provincial, European Union, or local proposed legislation.

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