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

Referred by:

Please check the appropriate boxes below:

Company Name

Company EIN

Date Incorporated

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

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

Did you receive a stimulus payment?

If yes, how much?

Must be accurate amount received

Did your spouse receive a stimulus payment?

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

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

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

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

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:

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

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

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?

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.

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

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.

Client Agreement Signature

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

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

Profile Information

Company Information

Personal Information

Per Diem Information

Truck Information

Deductible Expenses

Personal Tax Information

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