2019 Online Personal Tax Organizer Form

Company Drivers

2019 Online Tax Organizer for Company Drivers

2117 Traders Crossing, Fort Wayne, IN 46845

Trucker Tax Service

info@truckertaxservice.com - 888.799.1099 - www.truckertaxservice.com

This is the part of the process that is critical to insuring your taxes are completed properly and in a timely manner. Although it may look a little overwhelming, we promise the more thoroughly you complete the following pages, the easier, faster, and more successful the process will be. Remember, missing out on a sizeable refund or paying out additional tax dollars you don’t actually owe, depends upon how you fill out this form. Take the time to be thorough and complete.

Today's Date

Month Day Year

Referred by: *

If you owe the IRS and either don't have the money to pay or need some help negotiating with them, please check yes and someone will reach out to you.

Yes, have someone get in touch with me No, thank you I'm good

Full Name *

First Name Last Name

Phone Number *

Area Code Phone Number

E-mail *

Address *

Street Address

Street Address Line 2

City State

Zip Code Country

County of Residence

School District

Social Security Number

Birthdate

Exemptions and Dependents

First and Last Name

Social Security #

Birth Date

Relationship

Months Living w/taxpayer

1st Person

2nd Person

3rd Person

4th Person

5th Person

Marital Status as of 12/31 of tax year

Single Married Separated - If legally separated and filing separately, both spouses must file Married Filing Separate

Spouse information (leave blank if you are single)

First and Last Name

Social Security #

Birth Date

Spouse

If you are separated, provide date of separation below

Taxpayer Drivers License #

Issue Date

Expiration Date

State of Issue

Spouse Drivers License #

Issue Date

Expiration Date

State of Issue

Did you receive any unemployment compensation in the tax year? Include copy of your 1099-G

Yes No

Did you receive any additional misc income (gambling, jury duty, prizes) (Include Form)?

Yes No

Did you receive distributions from pensions or your retirement fund? (Include the 1099-R)

Yes No

Did you sell any stocks or investments in this tax year? Include copies of your year-end brokerage tax statement.

Yes No

Did you or your spouse receive any social security benefits? (Include copies of your 1099-SSa)

Yes No

Did you pay or receive alimony (not child support)?

No Paid Received

Amount Paid or Received

Spouse's name

Spouse's SS#

If you are a partner or shareholder in any entity please include the K-1.

Did you or your spouse pay any student loan interest? (Include copy of the 1098-E)

Yes No

Did you pay tuition for you or a dependent in this tax year? (Include copy of the 1098-T)

Yes No

Did you make a contribution to a Traditional IRA?

Yes No

If yes, enter amount

Amount of unreimbursed medical bill payments.

Amount, if any, of health insurance premiums paid by you.

Amount of sales tax on any large purchases in tax year

Amount of vehicle registration paid in tax year for your personal auto?

Did you own a home? If yes, include the mortgage interest statement.

Yes No

Amount of any real estate taxes for your home.

Did you donate any cash or goods to charity? If so, enter amounts below.

Yes No

Cash

Goods

What did you pay for tax preparation services in last tax year?

Amount of any child care expenses in tax year

Full Name of Child Care Provider

Provider's SS# or EIN

Provider Address

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code Country

Did you buy a new home in this tax year? If yes, please include the settlement statement.

Yes No

Did you rent a home or apartment in this tax year? (May pertain to your state tax return)

Yes No

If yes, amount of rent

Name of Landlord

Address of Landlord

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code Country

Did you pay federal estimates this past tax year?

Yes No

If yes, fill in the following:

Date

Amount

1

2

3

4

Did you pay state estimates this past tax year?

Yes No

If yes, fill in the following:

Date

Amount

1

2

3

4

If you would like your tax refund direct deposited into your bank account, please provide the following:

Client Name

Bank Name

Routing Number Account Number

Type of Account - Checking/Savings, etc.

Upon completion of the tax return, a copy will be sent to your current email address. The e-file signature forms will also be forwarded to you. When we receive the e-file authorization forms, we will e-file the tax return(s).

If you need a paper copy of the tax return(s) mailed to you, please check the box. There will be a $3.00 charge to cover postage.

Yes No

Address if different than the tax return

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code

THE INFORMATION CONTAINED HEREIN IS, TO THE BEST OF MY KNOWLEDGE, CORRECT AND COMPLETE. I UNDERSTAND THAT TRUCKER TAX SERVICE, INC. WILL NOT COMPILE MY TAX RETURN UNTIL THIS FORM IS COMPLETED, SIGNED, AND RETURNED WITH ALL MY INCOME STATEMENTS. THERE ARE NO EXCEPTIONS TO THIS POLICY. *

I agree

Client Agreement Signature

Clear

Date

2019 Engagement Letter Dear Client: We would like to thank you for this opportunity to work with you. This letter is to confirm and specify terms of our engagement with you and to clarify the nature and extent of the services we will provide. In order to ensure an understanding of our mutual responsibilities, we ask all clients for whom returns are prepared to confirm the following arrangements. We will prepare your 2019 federal and state income tax returns from information you furnish to us. We will not audit or otherwise verify the data you submit, although it may be necessary to ask your clarification of the information. We will furnish you with questionnaires and worksheets to guide you in gathering the necessary information. Your use of such forms will assist in keeping pertinent information from being overlooked. The standard tax preparation fee is strictly for tax return(s) preparation. If we need to organize individual receipts, or provide any extra service, this will be charged at our normal billing rate of $75 per hour. It is your responsibility to provide all the information required for the preparation of complete and accurate returns. You should retain all the documents, cancelled checks and other data that form the basis of income and deductions. These may be necessary to prove the accuracy and completeness of the returns to a taxing authority. Our work in connection with the preparation of your income tax returns does not include any procedures designed to discover defalcations and/or irregularities, would any exist. We will render such accounting and bookkeeping assistance as determined to be necessary for preparation of the income tax returns. Trucker Tax Service, Inc. may, at its option, for any reason, automatically file for an extension on behalf of Client to extend the tax return filing deadline. If Client has not provided all documentation necessary by April 1st for the preceding tax year, Trucker Tax Service, Inc. will most likely file an extension on behalf of Client. The law provides various penalties that may be imposed when taxpayers understate their tax liability. If you would like information on the amount or the circumstances of these penalties, please contact us. Your returns may be selected for review by the taxing authorities. Any proposed adjustments by the examining agent are subject to certain rights of appeal. In the event of such government tax examination, we will be available upon request to represent you. You may be charged our normal billing rate of $75 per hour, and expenses incurred. Upon your understanding and agreement of this engagement letter, please sign below and return it to our office promptly. Very truly yours, James K. O’Donnell Trucker Tax Service, Inc.

Client Acceptance Signature for 2019 Engagement Letter *

Clear

Date

Spouse Acceptance Signature for 2019 Engagement Letter

Clear

Date

To send this information to us, press the submit button below, both Trucker Tax Service and you will receive all this information by email. Press print before Submit if you would like a printed copy.

MAKE SURE YOU ALSO SEND YOUR 1099s, OR/AND W2s TO:

jodonnell@truckertaxservice.com

888-799-1099 ext 100

If you are not a returning client, please include a copy of your previous year's tax return.

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