2023 Corporate and Personal Tax Organizer

2023 Corporate and Personal Tax Organizer

2117 Traders Crossing, Fort Wayne. IN 46845

Trucker Tax Service, Inc.

info@truckertaxservice.com - 888.799.1099 - www.truckertaxservice.com

Text 260-203-3390
If the IRS has issued you an Identity Protection PIN, enter here:
Fill out this form as thoroughly as possible. 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
- 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"
It is not necessary to send any receipts or back up documents that detail the deductions you entered into the tax organizer.

Please email copies of the appropriate documents to:
dstixrood@truckertaxservice.com
888-799-1099 Ext 200 or Text 260-203-3390
Fax to 888-750-7557
Today's Date

MonthDayYear
Profile Information
Referred by:

Other
Company Information

Please answer thoroughly. Any missing information could delay the process.
Please check the appropriate boxes below: Give us a call if you are not sure which one of the following you are.
Company Name
Company EIN
Date Incorporated

MonthDayYear
Date
Company E-mail
example@example.com
Company Phone Number
Format: (000) 000-0000.
Did you move last year?
If so, enter move date

MonthDayYear
Date
Please enter new address. If no change, leave blank.

Street Address

Street Address Line 2

CityState

Zip CodeCountry
January Bank Balance of tax year
December Bank Balance of tax year
New Equipment Purchased (Include Purchase Documents) - i.e. Truck, trailer, and/or other equipment. Leave blank if no assets were purchased
Assets Sold (Include Documents) - Leave blank if no assets were sold

Business Loans Payable - 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

Comments/Questions
Personal Information
Your Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
County of Residence
School District (Ohio Residents Only)
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

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

Please put the exact number of nights out and days returning. You must have paper copies of your logs. If you are audited, the IRS will want to see them. For team drivers, please total the nights out and days returning to include both of you.
Nights in Truck During Tax Year
Days Returning During Tax Year
Truck Information
Please include all truck and trailer payment amounts, and interest in the deductions section of this organizer. We will also need to see a copy of all purchase agreements. Additionally, we will need to see any prior year's depreciation schedule.
What trucking company do you work for?
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.)
Deductible Expenses
Please put the exact dollar amount spent for this tax year in the space below the deductible item. Do not round-off numbers. If you spent 99.99 do not enter 100. That is a big red flag for the IRS. Do not write in anything in the Deductible Line Item column, and USE NUMBERS ONLY in the Amount of Lined Item column. For all TAP and TAPApp members, omit this section.
Add any additional deductions not listed above. Include a description and dollar amount. Health and medical expenses should be listed in the personal section below.
Comments/Questions
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
Did you or anyone in your family purchase marketplace health insurance? If yes, you must provide us with a copy of your 1095A (B or C) form. ++++++++++++
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 to charity? If so, fill out what the item was, to whom it was donated, and what was the dollar value:
Did you donate any goods to charity? If so, fill out what the item was, to whom it was donated, and what was the thrift store dollar value:
Did you incur any unreimbursed health expenses (Insurance payments (including health insurance), dental, drugs, medical, pharmaceutical, etc.):
What did you pay for tax preparation services in last tax year?
Make sure this amount is reflected in the deductions section under "Accounting"
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 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 MANDATORY FOR US 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

MonthDayYear
Date
2023 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. 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 2023 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 per hour or charged by task.

It is your responsibility to provide all the information required for the preparation of complete and accurate
returns. You should retain all the documents, and other data that form the basis of income and deductions.

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.

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 or audit, we will be available upon request to represent you. You may be charged for time 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.
If you agree with the above Engagement Letter, sign below:

Tax Preparation Fees - This tax organizer is used for both a corporate return and an individual return. If you are filing both, please pay both amounts listed below. 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

Personal Tax Prep for Ohio Residents Only$260.00

This additional amount is to cover the complexities of the State of Ohio

Tax Prep Remaining Payment After Extension$490.00

If you have paid us $100 for an extension, then you only owe us $490 plus Personal Tax Prep fee of $210

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
- 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

Tax Preparation Fees - This tax organizer is used for both a corporate return and an individual return. If you are filing both, please pay both amounts listed below. If you are a TAPApp subscriber, please skip this payment and push submit. We will call you later for payment.