2024 Lease-Owner Operator Tax Organizer Form

2024 Lease/Owner Operator Tax Organizer

Single Member LLC & Contractors

Trucker Tax Service

2117 Traders Crossing, Fort Wayne, IN 46845

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

Text 260-203-3390
If the IRS has issued you an Identity Protection PIN, you will receive a new one every year. Enter the most current one below:
Did you receive any notices from the IRS or your state. If so, please send us a copy of those documents.

YesNo
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 might want to send us:
- First time clients must send a copy of your previous years tax returns
- 1099s/W2s
- SS-4 showing your EIN
- Purchase agreement for tractors/trailers
- Depreciations schedules
- Loan Documents showing end of year balance
- Pension/IRA (1099-R) or year-end brokerage statements
- Insurance form 1095 which you have received from the marketplace
- 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
Today's Date

MonthDayYear
Profile Information
Referred by:*

Returning ClientAnother DriverRadioWebsiteRubber Duck FundingOther
Full Name*

First NameLast Name
Phone Number*
E-mail*
Did you move last year?

YesNo
If so, enter move date

MonthDayYear
Date
If we have your address on record, and it is the same as last year, leave blank. If it is new, fill in the blanks below.

Street Address

Street Address Line 2

CityState

Zip CodeCountry
County of Residence
School District - Ohio Only
Social Security Number
Birthdate
Marital Status as of 12/31 of tax year

SingleMarried Filing JointlyMarried Filing SeparatelyHead of household (must have a qualifying dependent living with you)

If married, provide spouse's information

	First and Last Name	Social Security S#	Date of Birth	Occupation
Spouse

List 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 within the matching dates. 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.

In October of 2024 the per diem allowed for a night spent away from home changed from $69 to $80. Remember, every night you spent away from home is a Night Out. Every time you returned home from spending nights out, that one day is a day returning.

	Nights Out	Days Returning
January thru September
October thru December

Truck Information
All truck deductions should be entered in the Deductible Expenses Section below
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
Enter purchase information below: (Make sure to press save. That will also give you another row to add additional items if needed)
Deductible Expenses
Please put the exact dollar amount spent for this tax year in the space next to 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 Advantage Program 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 or 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 1099 tax summary.

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

YesNo
If you are a partner or shareholder in any entity please include the K-1.
Did you or anyone in your family purchase marketplace health insurance? If yes, YOU MUST PROVIDE US WITH A COPY OF YOUR 1095 A form. +++++++++++

YesNo
Did you or your spouse pay any student loan interest? (Include copy of the 1098-E)

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

YesNo
Did you make a contribution to a TRADITIONAL or ROTH IRA? Check one.

TraditionalRoth
If yes, enter amount
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:
Did you incur any unreimbursed health expenses (Insurance payments (including health insurance), dental, drugs, medical, pharmaceutical, etc.):
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
If so, how much? Include the IRS letter 6419, Child Tax Credit Reconciliation
Provide dollar amount
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? (Deductibility depends upon your state of residence)

YesNo
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.
The e-file signature forms will also be emailed to you. When we receive the signed e-file authorization forms from you, 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
Comments or Questions
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 TAX DOCUMENTS AND INCOME STATEMENTS. THERE ARE NO EXCEPTIONS TO THIS POLICY.*

I agree
Client Agreement Signature

Clear
Date

MonthDayYear
Date
2024 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 2024 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 Engagement Letter above, please sign below:

Clear
Please pay our fee below

If you are in one of our Advantage Programs, please leave blank and push "Submit" at the bottom of the page. We will call you later for payment.

Choose One of The Following Choices for Payment - If you are member of one of our Advantage Programs, please skip this payment and push submit. We will invoice you later for payment. Please note that if there are additional services required to efile your tax return, we may charge you additional fees.

Tax Prep Full Payment$525.00

Tax Prep Payment for Lease/Owner Operators and Contractors

Tax Prep Remaining Payment After Extension$425.00

If you have paid us $100 for an extension, then you only owe us $425.00

Tax Prep Full Payment for Ohio Residents Only$575.00

This amount is only for residents of the state of Ohio

Tax Prep Remaining Payment after Extension (Ohio Residents Only)$475.00

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. As soon as you see the "Thank You" page Trucker Tax Service will have received all your information. Press print before "Submit" if you would like a printed copy.

MAKE SURE YOU ALSO SEND copies of the following tax information pertaining to you, to the address below:
- First time clients must send a copy of your previous years tax returns
- 1099s/W2s
- SS-4 showing your EIN
- Purchase agreement for tractors/trailers
- Loan Documents showing year-end balance
- Pension/IRA (1099-R) or year-end brokerage statements
- Insurance form 1095 which you have received from the marketplace
- Any correspondence marked "Important Tax Documents"
We do not require receipts

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

Per Diem Information

Truck Information

Deductible Expenses

Personal Tax Information