Is a Del Taco franchisee required to provide a summary of expenditures to Del Taco, and if so, what kind of expenditures?

According to the 2025 Del Taco Franchise Disclosure Document, franchisees are required to provide a summary of expenditures to Del Taco. Specifically, as and when required by Del Taco, the franchisee must provide a summary of the expenditures incurred in connection with the acquisition, development, and opening of the restaurant. This also applies to any remodeling or renovation of the restaurant. The summary must be in the format required by Del Taco.

This requirement ensures that Del Taco has a clear understanding of the franchisee's financial investments in setting up and maintaining the Del Taco restaurant. This allows Del Taco to monitor the financial health and stability of its franchisees, ensuring they are adhering to the brand's standards and have the necessary resources to operate effectively.

For a prospective franchisee, this means they need to keep detailed records of all expenses related to the initial setup, ongoing maintenance, and any renovations of their Del Taco location. They should also be prepared to submit these records to Del Taco in a specific format upon request. Failure to comply with this requirement could potentially lead to issues with the franchise agreement.