Cost Allocation Form

Cost Allocation Form — Form Fields

This finance template includes 7 fields. Allocate shared costs across departments, projects, or cost centers for accurate financial reporting. Capture the expense details, allocation basis, and percentage splits for accounting entries. Free to customize and use on ZenBuild.

• Expense Description (text, required)
• Total Cost Amount ($) (number, required)
• Cost Category (dropdown selection, required) — options: IT Infrastructure, Facilities / Rent, HR / Shared Services, Legal / Compliance, Marketing, Other Overhead
• Allocation Basis (multiple choice, required) — options: Headcount (equal per employee), Revenue Percentage, Usage / Activity, Manual Percentage Split
• Allocation Details (Departments & Percentages) (long text, required)
• Allocation Period (text, required)
• Submitter Email (email, required)