2020 Online Personal Tax Organizer Form

2020 Tax Organizer for Drivers who Own Companies

That are Taxed as a Corporation

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

MonthDayYear
Profile Information
Referred by:

Other
If you require help negotiating with the IRS for past/future debt, please check yes. We have an excellent and trusted partner who will reach out to you to explain their service.
Company Information

Please answer thoroughly. Any missing information could delay the process.
Type a question
Company Full Name
Company EIN
Date Incorporated

MonthDayYear
Date
Company E-mail
example@example.com
Company Phone Number

Area CodePhone Number
Company Address

Street Address

Street Address Line 2

CityState

Zip CodeCountry
Bank Balance as of Dec 31 of tax year
Bank Balance as of Jan 31 of this year

New Equipment Purchased (Include Documents) - i.e. Truck, trailer, and/or other equipment. Leave blank if no assets were purchased

Rows	Asset Description	Amount
1st Asset
2nd Asset
3rd Asset
4th Asset

Assets Sold (Include Documents) - Leave blank if no assets were sold

Rows	Asset Description	Amount
1st Asset
2nd Asset
3rd Asset
4th Asset

Loans Payable/Loans Receivable - We will need a year end loan statement. Leave blank if there were none

Rows	Name of Institution	Bank Balance at Year End	Name of Institution	Bank Balance at Year End
Loans Payable
Loans Receivable

Comments/Questions
Personal Information
Did you receive a stimulus payment?
If yes, how much?
Did your spouse receive a stimulus payment?
If yes, how much?
Your Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
County of Residence
School District
Social Security Number
Birthdate
Marital Status as of 12/31 of tax year

If married, provide spouse's information:

Rows	First and Last Name	Social Security #	Birth Date
Spouse

Exemptions and Dependents

Rows	First and Last Name	Social Security #	Birth Date	Relationship	Months Living w/taxpayer
1st Person
2nd Person
3rd Person
4th Person

Taxpayer Drivers License #
Issue Date
Expiration Date
State of Issue
Spouse Drivers License #
Issue Date
Expiration Date
State of Issue
Per Diem Information

The below numbers should all add up to 365. You must have paper copies of your logs. If you are audited, the IRS will want to see them.
Nights in Truck
Days Returning Home
Days Off
If you received reimbursements for any deductible items during the year, put amount below:
Truck Information
Leased Truck Yearly Total Payment
Leased Trailer Yearly Total Payment
Purchased Truck/Trailer - Yearly Total of Loan Interest Paid
Did you purchase a new truck, or trade for a new truck in this tax year? If yes, please provide the bill of sale for that purchase.

If equipment costing over $2,500 was purchased in the current year, please list the following information (including tools, equipment, APU, etc.)

Rows	Description	Vendor	Year of Vehicle	Purchase Date	Cost
Item One
Item Two
Item Three
Item Four
Item Five
Item Six

Deductible Expenses
Please put total dollar amount spent for this tax year in the space below the deductible item. If you are a TAP or TAPApp member, you may omit this section.
Administrative Fees
Accounting Fees
Air Freshener
Alarm Clock
Antennas
ArmorAll
Atlas
Bank/ATM Fees
Batteries
Briefcase
Broom/Dust Pan
Buffer
Bunk Heater
Cab Curtains
Cab/Bus Fare & Car Rental
Calculator
Camera
CB Radio
CDL
Cell Phone Bill - Total
Check Cashing Fee
Cigarette Plug-In
Circuit Tester
Cleaning Supplies
Clipboard
ComCheck Fees
Computer Expense
Copies
Crowbar
De-Icer
Disinfectant
Duct Tape
ELD
Electrical Tape
Ether
Factoring Fees
FAX
Film Developing (business Only)
First Aid Supplies
Flashlights
Floor Mats
Fly Swatter
Fuel Expense
Fuel Tax Paid
Fumigate Trailer
Gloves - Work
Hand Cleaner
Hangers
Hard Hats
Home Office
Hotel/Motel Expense
Hwy Tax Form 2290
Idle Aire
Insurance - Health
Insurance - OCC/ACC
Insurance - Trailer
Insurance - Truck
Insurance - W/C
Interest
Internet Fees
Jack Strap
Lap Desk
Laundry Bag
Laundry Expense
Legal Expense
Exclude fines
License/Plates
Liquid Paper
Load Locks
Locks
Log Book/Cover
Lumper Fees
Magnifying Glass
Map Lights
Maps
Money Order Expense
Navigation/GPS
Office Expense
Oil/Additives
Paper Towels
Parking
Permits
Physical (DOT)
Pillow
Postage
Power Booster
Power Cord
PrePass
Qualcomm
Radio (Sirius, XM)
Rain Gear
Receipt Book
Rent - Equipment
Safety Boots
Safety Clothes
Safety Glasses
Scale Tickets
Seat Covers
Security
Sewing Kit
Sheets/Bedding
Shift Grip
Showers
Sleeping Bags
Sleeping Fan
Storage (rent)
Sunglasses
Supplies
Thermal Underwear
Tie Downs
Tires
Toiletries
Tolls
Tools/Equip (under $500)
Towels
Towing
Trash Bags
Trash Disposal
Travel Bags
Trip Charges
Truck Cables
Truck/Trailer Depreciation
Truck/Trailer Lease
Truck Repair/Maintenance
Truck/Trailer Rent
Truck/Trailer Storage
Truck Washes
Truck Magazines
Uniforms (Required)
Utilities
Vacuum (Portable)
WD-40
Window Screen
Miscellaneous - Description and Cost
Personal Tax Information
Did you receive any unemployment compensation in the tax year? Include copy of your 1099-G
Did you receive any additional misc income (gambling, jury duty, prizes) (Include Form)?
Did you receive distributions from pensions or your retirement fund? (Include the 1099-R)
Did you sell any stocks or investments in this tax year? Include copies of your year-end brokerage tax statement.
Did you or your spouse receive any social security benefits? (Include copies of your 1099-SSa)
Did you pay or receive alimony (not child support)?
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)
Did you pay tuition for you or a dependent in this tax year? (Include copy of the 1098-T)
Did you make a contribution to a Traditional IRA?
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.
Amount of any real estate taxes for your home.

Did you donate any cash or goods to charity? If so, fill out what the item was, to whom it was donated, and what was the dollar value:

Rows	Description	To Whom	Dollar Value
Item One
ItemTwo
Item Three
Item Four
Item Five
Item Six

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

CityState / Province

Postal / Zip CodeCountry
Did you buy a new home in this tax year? If yes, please include the settlement statement.
Did you rent a home or apartment in this tax year? (May pertain to your state tax return)
If yes, total amount of rent paid
Name of Landlord
Address of Landlord

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Did you pay federal estimates this past tax year?

If yes, fill in the following:

Rows	Date	Amount
1
2
3
4

Did you pay state estimates this past tax year?

If yes, fill in the following:

Rows	Date	Amount
1
2
3
4

WE WILL NEED A COPY OF THE 1095 FORM THAT YOU RECEIVED AS PROOF OF INSURANCE.

IT WILL BE A 1095-A, 1095-B ,OR A 1095-C. THIS IS NEEDED TO COMPLETE THE TAX RETURN.
If you would like your tax refund direct deposited into your bank account, please provide the following:

Client Name

Bank Name

Routing NumberAccount Number

Type of Account - Checking/Savings, etc.
Address if different than the tax return

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
If you would like to have a copy of your finished form, please click on print below. We receive your completed form the minute you see the Thank You page. We will be contacting you should we need additional information.
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.
Client Agreement Signature
Date

MonthDayYear
Date

My Products

Corporate Tax Prep$590.00

LLC Taxed as a Corporation/S Corp Tax Prep

Personal Tax Prep$210.00

Personal Tax Prep

Total $0.00

Credit Card

First Name

Last Name

Credit Card Number

Security Code

Expiration Month

Expiration Year

Billing Address

Street Address

Street Address Line 2

City

State / Province

Postal / Zip Code

Country

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 clicking on "Submit" if you would like a printed copy.

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

dstixrood@truckertaxservice.com

888-799-1099 ext 200

Text 206-203-3390

If you are not a returning client, please send us your previous year's tax return.
Should be Empty:

Profile Information

Company Information

Personal Information

Per Diem Information

Truck Information

Deductible Expenses

Personal Tax Information

My Products