2019 Online Personal Tax Organizer Form

Owner/Lease Operators
2019 Online Tax Organizer for Owner/Lease Operators

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

Month Day Year
Profile Information
Referred by: *

Returning Client AAOO Another Driver Buchanan eCapital Express Truck Tax Radio TAPApp Thomas E Keller TruckLogics Website
Full Name *

First Name Last Name
E-mail *
Phone Number *

Area Code Phone Number
Address *

Street Address

Street Address Line 2

City State

Zip Code Country
County of Residence
School District
EIN
Corporation Name
Social Security Number
Birthdate

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

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

If married, give us spouse's information:

First and Last Name

Social Security #

Birth Date

Spouse

If separated, provide date of separation
Taxpayer Drivers License #
Issue Date
Expiration Date
State of Issue
Spouse Drivers License #
Issue Date
Expiration Date
State of Issue
Per Diem Information

The below numbers should all add up to 365. You must have paper copies of your logs. If you are audited, the IRS will want to see them.
Nights in Truck
Days Returning Home
Days Off
If you received reimbursements for any deductible items during the year, put amount below:
Truck Information
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.

Yes No

If 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

Deductible Expenses

The new tax law does not permit company drivers to deduct expenses. Owner operators and lease operators please continue.
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
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
Personal Tax Information
Did you receive any unemployment compensation in the tax year? Include copy of your 1099-G

Yes No
Did you receive any additional misc income (gambling, jury duty, prizes) (Include Form)?

Yes No
Did you receive distributions from pensions or your retirement fund? (Include the 1099-R)

Yes No
Did you sell any stocks or investments in this tax year? Include copies of your year-end brokerage tax statement.

Yes No
Did you or your spouse receive any social security benefits? (Include copies of your 1099-SSa)

Yes No
Did you pay or receive alimony (not child support)?

No Paid Received
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)

Yes No
Did you pay tuition for you or a dependent in this tax year? (Include copy of the 1098-T)

Yes No
Did you make a contribution to a Traditional IRA?

Yes No
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.

Yes No
Amount of any real estate taxes for your home.
Did you donate any cash or goods to charity? If so, enter amounts below.

Yes No
Cash
Goods
What did you pay for tax preparation services in last tax year?
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

City State / Province

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

Yes No
Did you rent a home or apartment in this tax year? (May pertain to your state tax return)

Yes No
If yes, amount of rent
Name of Landlord
Address of Landlord

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code Country
Did you pay federal estimates this past tax year?

Yes No

If yes, fill in the following:

Date

Amount

Did you pay state estimates this past tax year?

Yes No

If yes, fill in the following:

Date

Amount

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

Yes No
Were you provided health insurance through your employer?

Yes No
If yes, was the insurance deduction pre-tax?

Yes No
Did you purchase health insurance directly from an insurance company?

Yes No
Did you purchase health insurance through the Health Insurance Marketplace?

Yes No
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 Number Account Number

Type of Account - Checking/Savings, etc.
Upon completion of the tax return, a copy will be sent to your current email address. The e-file signature forms will also be forwarded to you. When we receive the e-file authorization forms, we will e-file the tax return(s).
If you need a paper copy of the tax return(s) mailed to you, please check the box. There will be a $3.00 charge to cover postage.

Yes No
Address if different than the tax return

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code
Business 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. *

I agree
Client Agreement Signature

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Date

Month Day Year
Date
2019 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 2019 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. Very truly yours, James K. O’Donnell Trucker Tax Service, Inc.
By signing below I agree with the above terms and conditions of the above Engagement Letter
Client Acceptance Signature for 2019 Engagement Letter *

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Date

Month Day Year
Date
Spouse Acceptance Signature for 2019 Engagement Letter

Clear
Date

Month Day Year
Date
To send this information to us, press the submit button below, both Trucker Tax Service and you will receive all this information by email. Press print before Submit if you would like a printed copy.

MAKE SURE YOU ALSO SEND YOUR 1099s, OR/AND W2s TO:

jodonnell@truckertaxservice.com

888-799-1099 ext 100

If you are not a returning client, please send us your previous year's tax return.
Please Run the Wizard
Should be Empty:

Profile Information

Per Diem Information

Truck Information

Deductible Expenses

Personal Tax Information

Business Information