2021 Corporate and Personal Tax Organizer

2021 Corporate and Personal Tax Organizer

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:*

Returning ClientAAOOAnother DriverBuchananeCapitalExpress Truck TaxRadioTAPAppThomas E KellerTruckLogicsWebsiteOther
Company Information

Please answer thoroughly. Any missing information could delay the process.
Please check the appropriate boxes below:

Single member LLC (If you checked this box please don't fill ou this form. You should fill out an Owner Operator form.Multiple member LLC (1065)S-Corp (1120S)C-Corp (1120)
Company 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 Jan 1st of tax year
Bank Balance as of Dec 31st of same year

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

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

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

	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

	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?

YesNo
If yes, how much?
Must be accurate amount received
Did your spouse receive a stimulus payment?

YesNo
If yes, how much?
Must be accurate amount received
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

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's 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

Did you receive a child tax credit this past tax year?

YesNo
If so, how much? Include the IRS letter 6419, Child Tax Credit Reconciliation
Enter dollar amount
Taxpayer Drivers License #
Issue Date
Expiration Date
State of Issue
Spouse Drivers License #
Issue Date
Expiration Date
State of Issue
Per Diem Information

There has been a bump in per diem beginning October 1, 2021. Please put the exact number of nights out and days returning within the matching dates. You must have paper copies of your logs. If you are audited, the IRS will want to see them.
Nights in Truck - Jan thru Sept
Days Returning - Jan thru Sept
Nights in Truck - Oct thru Dec
Days Returning - Oct thru Dec
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.

YesNo

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

	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.
Accounting Fees
Administrative 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
Comments/Questions
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
ItemTwo
Item Three
Item Four
Item Five
Item Six

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

YesNo
What did you pay for tax preparation services in last tax year?
Make sure this amount is reflected in the deductions section
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, 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?

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

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
Comments/Questions
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.*

I agree
Client Agreement Signature

Clear
Date

MonthDayYear
Date
2021 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 2021 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, canceled 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.

Very truly yours,

Jim O'Donnell

James K. O’Donnell
Trucker Tax Service, Inc.
I agree with the terms of the above Engagement Letter

Clear

Tax Preparation Fees - If you are a TAPApp subscriber, please skip this payment and push submit. We will call you later for payment.

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

Once you have finished and pressed the "Submit" button, then gather up your tax documents, make copies, and email those copies to the address below. Please send them as soon as possible.

Below are some samples of what you will want to send
- If you are a first time client you must send us a copy of your previous year’s tax return
- 1099s and W2s
- SS4 showing your EIN
- Articles of Incorporation
- Must have bank Statements: January and December of Tax Year
- Purchase agreement for tractors/trailers
- Loan documents showing end of year balance
- Pension/IRA (1099-R) or Year-End Brokerage Statement
- Insurance form 1095A (from Marketplace Insurance)
- Any correspondence marked "Important Tax Documents".
Please email copies of the appropriate documents to:

dstixrood@truckertaxservice.com or Fax to 888-750-7557

For questions: Call 888-799-1099 Ext 200 or Text 260-203-3390
Should be Empty:

Profile Information

Company Information

Personal Information

Per Diem Information

Truck Information

Deductible Expenses

Personal Tax Information