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Report - Profit or Loss - Truckers
This form is used for reporting your trucking income & expenses. - You received this form because your tax preparer requests income and expenses to prepare your tax return. You will review your taxes before they are signed and e-filed. - This form is NOT used for reporting W2 income or expenses. If you elect not to provide such information, simply disregard this form.
Return to Reporting Page
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Your Name
*
First
Middle
Last
Existing Client or New Client?
*
Existing Client
New Client
Only Choose New Client If: We have never filed your taxes, or if you started a new business.
What Year Are You Reporting Expenses?
*
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Choose the year you are reporting expenses. January 1st thru December 31st. We have multiple years to choose from as some clients are reporting back taxes with this form.
Did You "Purchase or Sell" a Truck or Trailer During the Reporting Year?
No
Purchased
Sell / Sold
Both
Purchased - Truck or Trailer
Add or remove trucks and trailers you purchased with the + or - sign.
Year/Make/Model
Enter year, make and model of the purchase.
Purchase Date
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YYYY
2026
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2020
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1928
1927
1926
1925
1924
1923
1922
1921
1920
Enter date of purchase.
Purchase Cost / Price
Enter price of purchase.
Sell / Sold - Truck or Trailer
Add or remove trucks and trailers you sold with the + or - sign.
Year/Make/Model
Enter year, make and model of the sale.
Sale Date
MM
1
2
3
4
5
6
7
8
9
10
11
12
DD
1
2
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5
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30
31
YYYY
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
1960
1959
1958
1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
Enter date of sale.
Purchase Price
Enter amount you paid for the truck or trailer.
Sale Amount
Enter amount you sold the truck or trailer.
Reporting Entity (Choose One)
*
Self Employed / Sole Proprietor - No EIN
Single Member LLC
Business - C CORP
Business - S CORP
Partnership
Non-Profit
Not Sure
Starting Year?
*
Enter the year your business, organization or partnership started. Numbers only: 2020, 2021, etc.
EIN# 9 Digit
*
Numbers Only. Leave blank if you do not have an EIN number.
Contact Email
*
Contact Phone #
*
Business Name or DBA:
*
If sole proprietor without DBA, enter your full name.
Business or Profession Description
*
Product / Service: Chef, Construction, Administrator, Trucking, Rideshare Driver, Realtor, Auto Sales...
Accounting Method
*
Cash (most likely)
Accrual
Not Sure
State of Formation
*
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Choose the state where your organization, partnership or corporation was started.
Business Address:
*
Address Line 1
Address Line 2
City
--- Select state ---
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Income
Income / Sales / Gross Receipts:
*
Numbers only. No commas or $ signs.
and Contact Travel
Returns and Allowances:
Truck Information
Report the miles driven below.
Truck(s)
To add or remove trucks click + or -
Year & Make
Example: 2001 Freightliner
In Service
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
Enter year you placed truck in service.
Miles Driven?
Numbers only.
Nights on Road
Numbers only. 365 Max.
Trailer Information
Complete if applicable
Trailers(s)
To add or remove trailers click + or -
Year & Make
In Service
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
Enter year you placed trailer in service.
Miles?
Numbers only.
Nights on Road
Numbers only. 365 Max.
Expenses
The section below is for reporting your expenses.
Optional (Upload your Income Statement / Profit & Loss)
Click or drag a file to this area to upload.
If you already have your expenses on a list, you can - upload it here - email it to
[email protected]
- upload it to your client portal - walk it into our office.
Expenses
If you already sent us a list of your expenses the area below can be disregarded. If we don't have your expense information provide your expenses below.
Accounting
Advertising & Marketing
Bank Fees
CDL Exam
Cell Phone / Phones
Cleaning / Truck Wash
Commission Fees
Computer / DVIR Tablet
Contract Labor
DOT Inspections
Dues & Subscriptions
Equipment
Equipment Rental
Education & Training
Fines / Penalties
Fuel / Gas / DEF
Freight
Hotels / Travel
Insurance
Internet / Wi-Fi
Laundry
Legal & Prof
Licensing & Fees
Maintenance & Repairs
Meals
Miscellaneous Expenses
Office & Electronics
Outside Services & Contractors
Parking Fees
Payroll Processing Expenses
Permits & Fees
Postage/Shipping
Printing
Rent (Equipment)
Rent (Office)
Software & Hardware
Supplies & Material
Recruiting
Taxes & Licenses
Tires, Retreads, Stems
Tolls
Tools & Equip
Uniforms
Utilities / Power
Web Domains & Hosting
Are there any other expenses we didn't ask about, that you would like to discuss?
Enter: Expense and amount. Example: Gear $165
Send to your Tax Preparer
Call or Text