Understanding Qualified Employee Discount: What You Need to Know

Definition & Meaning

A qualified employee discount is a type of discount offered by employers to their employees and their families. This discount can be applied to certain products or services that the employer sells, as long as it does not exceed 20 percent of the price of the services or the gross profit percentage of the property. To qualify, the discount must be available on items that are regularly sold to customers in the normal course of the employer's business.

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Real-world examples

Here are a couple of examples of abatement:

Example 1: An employee at a furniture store receives a 15 percent discount on furniture purchased for personal use. This discount is considered a qualified employee discount because it is below the gross profit percentage.

Example 2: An employee at a gym receives a 20 percent discount on membership fees. This discount qualifies as it meets the criteria set forth by the IRS.

State-by-state differences

State Notes
California California follows federal guidelines but may have additional state tax implications.
New York New York has specific regulations regarding employee benefits that may affect the discount.
Texas Texas generally adheres to federal standards without additional restrictions.

This is not a complete list. State laws vary, and users should consult local rules for specific guidance.

Comparison with related terms

Term Definition Key Difference
Employee Discount A reduction in price offered to employees. Not all employee discounts qualify as "qualified" under tax law.
Fringe Benefits Additional benefits provided to employees beyond salary. Qualified employee discounts are a specific type of fringe benefit with tax implications.

What to do if this term applies to you

If you are an employee receiving a discount, ensure it meets the criteria for a qualified employee discount to avoid tax complications. Employers should document these discounts properly. For assistance, consider exploring US Legal Forms for templates related to employee benefits and discounts. If your situation is complex, consulting a legal professional may be beneficial.

Quick facts

  • Typical discount limit: 20 percent for services, gross profit percentage for property.
  • Applicable to employees and their families.
  • Relevant statute: 26 USCS § 132 (c)(1).

Key takeaways

Frequently asked questions

A qualified employee discount is one that does not exceed 20 percent for services or the gross profit percentage for property.