Trucker Tax Service

2020 Tax Organizer for Company Drivers

Trucker Tax Service

2117 Traders Crossing, Fort Wayne, IN 46845

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

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.

Did you receive a stimulus check from the government last year?

If so, how much?

Did your spouse receive a stimulus check from the government last year?

If so, how much?

Full Name

First NameLast Name

Phone Number

Area CodePhone Number

E-mail

Address

Street Address

Street Address Line 2

CityState

Zip CodeCountry

County of Residence

School District

Social Security Number

Birthdate

Marital Status as of 12/31 of tax year

If married, provide spouse 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
5th Person

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

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
Item Two
Item Three
Item Four
Item Five
Item Six

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, amount of rent

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

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.

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).

Address if different than the tax return

Street Address

Street Address Line 2

CityState / 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.

Client Agreement Signature

Date

Tax Prep Payment

Tax Preparation and Filing$250.00

If you are a resident of the following states AR, CA, IA, MN, or NY, we may be able to itemize deductions at the state level. Let us know if you are interested and we will look into for you.

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 Submit if you would like a printed copy.

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

dstixrood@truckertaxservice.com

888-799-1099 ext 200

Text 206-203-3390

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

Payment

Profile Information

Personal Tax Information

Tax Prep Payment