Trucking Tax Record Organizer

Trucking tax preparation is faster when settlements, equipment and operating costs tie to the books.

Revenue and settlements

Carrier settlement statements
1099-NEC and 1099-K forms
Direct customer invoices and deposits
Factoring statements and fees
Fuel-card rebates and other income

Operating costs

Fuel and DEF
Repairs, tires and maintenance
Insurance
Permits, plates, tolls and scales
ELD, dispatch, factoring and load-board fees
Parking, washes and supplies
Travel and qualifying meal records

Equipment and financing

Purchase and sale documents
Trade-in paperwork
Loan and lease statements
Placed-in-service dates
Major repairs versus improvements
Prior depreciation schedules

Drivers and compliance records

Payroll reports or contractor payments
W-2 and 1099 records
Mileage and trip records
IFTA and fuel summaries where applicable
Business-use records for pickups and support vehicles

This checklist is general information. Your return or matter may require additional records. Do not email sensitive documents unless you are using an approved secure method.