FORM 2: Trucker Tax Intake (Annual)
Provide your annual or amendment tax information for your trucking business. Shared profile details from your Core Trucker Profile Intake may be used to prefill certain fields.
Business name
Client & Profile Link
Confirm who you are so we can connect this intake to your existing Core Trucker Profile Intake (Shared).
Full legal name (as shown on tax return)
*
First Name
Last Name
Primary email address
*
example@example.com
Mobile phone number
Please enter a valid phone number.
Tax Year & Return Type
Tell us which tax year this intake is for and whether this is an original return or an amendment.
Tax year for this return
*
Please Select
2025
2024
2023
2022
2021
Earlier year (specify below)
If earlier year, specify tax year
Is this an original return or an amendment?
*
Original return for this tax year
Amended return for this tax year
Multiple years / complex situation (explain below)
If this is an amendment or multiple years, briefly explain what is being corrected or updated
Income Documents (1099s, W-2s, Other)
Upload all income documents for the selected tax year, including trucking and any other income.
Upload 1099s (e.g., 1099-NEC, 1099-MISC, 1099-K) for this tax year
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Upload W-2s for this tax year (if any)
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Upload any other income documents (e.g., brokerage statements, interest, other jobs)
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Did you have any trucking income that is not shown on the uploaded documents?
No, all trucking income is covered by the uploaded documents
Yes, I received additional trucking income (cash, Zelle, CashApp, etc.)
Unsure (please review with me)
If yes or unsure, briefly describe additional trucking income and estimated total amount
Expense Summary for Tax Year
Provide a summary of your trucking-related business expenses for the tax year. You may upload summaries or spreadsheets if available.
How are you providing your expense details?
I will upload a detailed expense spreadsheet or report
I will provide totals by category below
I use a bookkeeping app (explain in notes)
Other
Upload expense summaries, spreadsheets, or bookkeeping reports
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Fuel expense total for the tax year (estimate if needed)
Repairs & maintenance total for the tax year
Tolls & parking total for the tax year
Lodging / per diem / meals total for the tax year
Insurance (truck, trailer, liability, cargo) total for the tax year
Other significant expenses (tires, permits, licensing, etc.) – describe and provide totals or upload details
Assets & Depreciation
List trucks, trailers, and other major equipment placed in service during this and prior years that may need depreciation or section 179 treatment.
List business assets (truck, trailer, major equipment)
Upload purchase documents, bills of sale, or financing/lease agreements for listed assets
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Prior Year Tax Returns
Upload prior year tax returns so we can review history, carryforwards, and consistency.
Have you filed tax returns for prior years?
Yes, I have prior year returns
No, this is my first time filing
Unsure / need help determining this
Upload your most recent tax return(s) (up to last 3 years if available)
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Anything specific we should know about your prior returns (e.g., issues, missed income, large changes)?
IRS and State Notices
If you have received any IRS or state tax letters or notices, upload them here.
Have you received any IRS or state tax notices related to your trucking income or prior returns?
No notices received
Yes, I have IRS notices
Yes, I have state notices
Yes, I have both IRS and state notices
Upload IRS and/or state tax notices
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Briefly describe the notices (tax year, type of issue, any deadlines mentioned)
Filing Consent & Acknowledgment
Review and acknowledge how we will use the information you provide to prepare and file your tax return.
Additional notes or questions for your tax preparer
Submit Trucker Tax Intake
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