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
Payment

Please fill in the information below and we will debit your credit card for $225.00.
Profile Information
Referred by:*

Returning ClientAAOOAnother DriverBuchananeCapitalExpress Truck TaxRadioTAPAppThomas E KellerTruckLogicsWebsiteOther
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 meNo, thank you I'm good
Did you receive a stimulus check from the government last year?

YesNo
If so, how much?
Did your spouse receive a stimulus check from the government last year?

YesNo
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

SingleMarriedSeparated - If legally separated and filing separately, both spouses must file Married Filing SeparateHead of household (must have a qualifying dependent living with you)

If married, provide spouse information

	First and Last Name	Social Security #	Birth Date
Spouse

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

Taxpayer Drivers License #
Issue Date
Expiration Date
State of Issue
Spouse Drivers License #
Issue Date
Expiration Date
State of Issue
Personal Tax Information
Did you receive any unemployment compensation in the tax year? Include copy of your 1099-G

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

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

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

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

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

NoPaidReceived
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)

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

YesNo
Did you make a contribution to a Traditional IRA?

YesNo
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.

YesNo
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:

	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.

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

YesNo
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?

YesNo

If yes, fill in the following:

	Date	Amount
1
2
3
4

Did you pay state estimates this past tax year?

YesNo

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 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.*

I agree
Client Agreement Signature

Clear
Date

MonthDayYear
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.
Should be Empty:

Payment

Profile Information

Personal Tax Information