2017 Online Personal Tax Organizer Form

2017 Online Tax Organizer

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*

Promo Code

Full Name*

First NameLast Name

E-mail*

Phone Number*

Area CodePhone Number

Address*

Street Address

Street Address Line 2

CityState

Zip CodeCountry

County of Residence

School District

Social Security Number

Birthdate

Taxpayer Drivers License #

Issue Date

Expiration Date

State of Issue

Spouse Drivers License #

Issue Date

Expiration Date

State of Issue

Exemptions and Dependents

	First and Last Name	Social Security #	Birth Date	Relationship	Months Living w/taxpayer
1st Person
2nd Person
3rd Person
4th Person
5th Person

Marital Status as of 12/31 of tax year

SingleMarriedSeparated - If legally separated and filing separately, both spouses must file Married Filing Separate

Date of Separation

Taxpayer Signature

Spouse Signature

Nights in Truck

Days Returning Home

Days Off

The above numbers should all add up to 365

Yearly total Per Diem paid by employer not included in W-2 box 1 Wages

Yearly total reimbursements paid by employer

Nights in Truck

Days Returning Home

Days Off

The above numbers should all add up to 365

Yearly total Per Diem paid by employer not included in W-2 box 1 Wages

Yearly total reimbursements paid by employer

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?

YesNo

If yes, please provide the bill of sale for that purchase.

If a truck/trailer or other equipment costing over $500 was purchased in the current year, please list the following information (including Computer, TV, Radio, GPS System, etc.)

	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 member and have filled out all 12 TAP sheets, then you can omit this section. Proceed directly to the Engagement Letter.

Accounting Fees

Administrative Fees

Air Freshener

Alarm Clock

Antennas

ArmorAll

Atlas

Bank/ATM Fees

Batteries

Briefcase

Broom/Dust Pan

Bunk Heater

Cab Curtains

Cab/Bus Fare & Car Rental

Calculator

Camera

CB Radio

CDL

Cell Phone (% Business Use)

Check Cashing Fee

Cigarette Plug-In

Circuit Tester

Cleaning Supplies

Clipboard

ComCheck Fees

Copies

Crowbar

De-Icer

Disinfectant

Duct Tape

Electrical Tape

Factoring Fees

FAX

First Aid Supplies

Flashlights

Floor Mats

Form 2290 Tax Pd

Fuel Expense

Fuel Tax Paid

Fumigate Trailer

Gloves - Work

GPS

Hand Cleaner

Hard Hats

Hotel/Motel Expense

Insurance - Health

Insurance - Trailer

Insurance - Truck

Insurance - W/C

Internet Fees

Jack Strap

Lap Desk

Laundry Bag

Laundry Expense

Lease Equip. APU, etc.

Legal Expense (exclude fines)

License/Plates

Load Locks

Lock

Log Book/Cover

Lumper Fees

Magnifying Glass

Map Lights

Maps

Money Order Expense

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

Safety Boots

Safety Clothes

Safety Glasses

Scale Tickets

Seat Covers

Security

Sheets

Shift Grip

Showers

Sleeping Bags

Sleeping Fan

Storage (rent)

Sunglasses

Thermal Underwear

Tie Downs

Toiletries

Tolls

Tools/Equip (under $500)

Towels

Towing

Trash Bags

Travel Bags

Trip Charges

Truck Cables

Truck Magazines

Truck Repair/Maintenance

Truck Washes

Uniforms (Required)

Vacuum (Portable)

WD-40

Window Screen

Miscellaneous

2017 Engagement Letter

Read the following, click in the box and sign below.

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 2017 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, cancelled 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 and return it to our office promptly.

Client Acceptance Signature

Spouse Acceptance Signature

Your federal and state tax return will be e-filed upon completion and receipt of Form 8879 and the appropriated state e-file authorization form. Please sign (taxpayer and spouse) and return the forms to us. If you would like your refund direct deposited into a bank account, please provide the following:

Per IRS guidelines, we are not able to collect our fee from your refund. Therefore, all fees will need to be paid prior to the tax return(s) being processed.

If you would like your refund direct deposited into your bank account, please provide the following:

Client Name

Bank Name

Routing Number

Account Number

Type Of Account

CheckingSavings

Delivery Method

Please mail my tax return via the US Postal Service (USPS)Please E-Mail my tax package saving me a week or more of waiting. (See note below.)

If address is different than the Tax return

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

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 TO OUR OFFICE WITH ALL MY INCOME STATEMENTS. THERE ARE NO EXCEPTIONS TO THIS POLICY.

Signature

Date

NOTE: If you choose to have your tax package e-mailed, it will be sent immediately upon completion along with all of the necessary mailing addresses and instructions. Simply print it, sign it, and file for your records. Before selecting this delivery method, be certain that your e-mail address is current and usable, and your printer is capable of quality printing.

Only one delivery method should be checked as we are not permitted to both e-mail AND send a copy via the USPS, or for example, e-mail the Federal return and send the State return via USPS. The same delivery method will apply to both returns.

Your federal and state tax return will be electronically signed and e-filed.

What was your Gross Annual Income?

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

If you are a partner or shareholder in any entity please include the K-1.

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#

Did you receive or pay state taxes this year?

ReceivedPaid

Amount Paid or Received

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.

Did you own a home?

YesNo

If yes, include the mortgage interest statement

Did you pay any real estate taxes for your home?

YesNo

If yes, how much

Did you rent a home or apartment in this tax year?

YesNo

If yes, amount of rent

Name of Landlord

Address of Landlord

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Amount of vehicle registration paid in tax year for your personal auto?

Amount of sales tax on any large purchases in tax year

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

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 donate any cash or goods to charity?

YesNo

If yes, amount

Did you buy a new home in this tax year? If yes, please include the settlement statement.

YesNo

What did you pay for tax preparation services in last tax year?

Did you contribute to an IRA or 401(K) not reported on your W2?

YesNo

If yes, now much?

Did you pay federal estimates in 2017?

YesNo

If yes, fill in the following:

	Date	Amount
1
2
3
4

Did you pay state estimates in 2017?

YesNo

If yes, fill in the following:

	Date	Amount
1
2
3
4

Your tax return cannot be completed and filed without this information

1. Did you, your spouse and your dependents have health insurance coverage all 12 months of the tax year? (Health insurance coverage includes employer provided coverage, personal insurance, Medicare, Medicaid, V.A., etc.)*

YesNo

2. Were you provided health insurance through your employer?*

YesNo

2a. If yes, was the insurance deduction pre-tax?

YesNo

3. Did you purchase health insurance on your own, directly from an insurance company?*

YesNo

4. Did you purchase health insurance through the Health Insurance Marketplace?*

YesNo

If you were not covered for the entire year, please check the months you DID have coverage:

	Taxpayer	Spouse	1st Dependent	2nd Dependent	3rd Dependent	4th Dependent
Jan
Feb
Mar
April
May
June
July
Aug
Sept
Oct
Nov
Dec

If you received a 1095-A, a 1095-B or a 1095-C, we will need it in order to provide the correct information to the IRS. Please include a copy.

Thank you for filling out this very important form. We will be in contact with you as soon as possible. All you have to do now is press the submit button below, we will receive all this information and we will begin processing it. Please press print before Submit if you would like a printed copy.

MAKE SURE YOU ALSO SEND US YOUR PREVIOUS YEAR'S TAX RETURN AND 1099s OR W2s

Profile Information

Per Diem Information For Company Driver Only

Per Diem Information For Owner/Operator Driver Only

Truck Information

Bank Information

Delivery method for completed tax return package

Personal Tax Information