INTRODUCING TRUCKERSBOOKS

Transcription

1 TRUCKTAX Managing the business of trucking for truckersside and fleet owners Hassle-Free Helping Truckersside Manage the Bookkeeping of Trucking INTRODUCING A Bookkeeping Information Management and Control Spreadsheet Software System for Truckers Designed to Help you Move your Business from Paper to Paperless Hassle-Free An easy to use spreadsheet bookkeeping information management and control software designed specifically for Truckers by the Trucktax team. Developed to give Truckers a business edge by being able to know the numbers on a monthly basis, from available meaningful, printable professional financial reports. IT IS EASY TO USE NO SOFTWARE TO LEARN NO BOOKKEEPING EXPERIENCE NEEDED NO NEW SKILLS TO DEVELOP JUST ENTER YOUR INCOME & EXPENSES Copyright Copyright TruckTax, TruckTax, Inc.Inc. All All Rights Rights Reserved. Reserved.

2 The truckers books system is designed to give truckers the tools to easily abandon the practice of storing business expense receipts in a box until it is tax time, then gather them up and ship them off to their bookkeeper or tax preparer. With this easy-to-use spreadsheet software, instead of dropping the receipts inabox,truckerscansimplyturnontheir computer, open the truckersbooks software and enter the receipts on a daily, weekly or monthly basis. Moving Truckers From This No spreadsheet formatting required All of the trucking expense categories are already there for your convenience so all you have to do is look at the receipt or invoice and decide what type of expense the receipt is for and enter it in the similarly named column on the spreadsheet. It is that easy. If the expense was for truck repairs, enter the amount in the truck repairs column and so on.

3 A Professionally prepared Profit/Loss Statement YOU CAN TAKE TO THE BANK Created by the software from the Income and expenses you entered from your Invoices and receipts Here is the fun part. By simply looking at the receipts and invoices, knowing what they are for and entering them into your own easy-to-use bookkeeping management system, the software would have prepared this financial report for you without any effort or experience required by you. Whenever you talk to a Bank or Leasing company about any type of loan or financing this is the report they ask you to bring to the table. To This Imaging being able to access this report as required without having to pay your accountant or bookkeeper to pull it together from your box of receipts and invoices.

4 A UNIQUE LICENSED SOFTWARE SYSTEM THAT YOU CONTROL Built into the system is this Business Rules page, to allow you to change business activity month, EDIT US EXCHANGE RATE, EDIT OR ADD IFTA/FUEL-TAX account numbers to make your trip report meaningful. Another unique feature is the GST/HST PROVINCE RATE MANAGEMENT FEATURE. This way whatever your province, the system will use your GST/HST province rate for ITC That s what this software is all about. Giving you Hassle-Free control over your business and the opportunity to know your numbers.

5 Although this system was designed in Microsoft Excel, you do not have to do any of the standard scrolling functions to go from one worksheet to the next. It s all menu driven for your convenience. Decide what you want to do, select the applicable menu link, click on the link and the system will take you there. Once there, just enter the information from your receipts or invoices and save your data. Similarly, if you want to view or print a report, just click on the menu link for the report and you are there. Starting with a Menu System to Move you around the workbook to different spreadsheets without having to use the scroll Bar. You will never have to pay high Bookkeeping fees any more

6 A FULL FEATURES MENU SYSTEM THAT ALLOWS YOU TO EASILY MANAGE YOUR BOOKKEEPING INFORMATION AND ACCESS PROFESSIONAL FINANCIAL REPORTS WITHOUT THE NEED FOR ANY PRIOR BOOKKEEPING OR ACCOUNTING EXPERIENCE. NOTHING NEW TO LEARN If you can type numbers into columns you have all of the experience you need. If you can look at a receipt or invoice and know what the expense was for, you have all the experience you need to be in control of YOUR Bookkeeping process and save money.

7 ` THE OPERATING EXPENSE SPREADSHEET DESIGNED TO BE EASY-TO-USE, YET PROFESSIONALLY COMPREHENSIVE TO ALLOW YOU TO EASILY MANAGE YOUR BOOKKEEPING INFORMATION AND YOUR ORIGINAL DOCUMENTS. Note that all of the expenses that you will have are all there in the spreadsheet for your convenience.

8 ` NOTE THE EXPENSE COLUMNS ALL HAVE BEEN NAMED SO YOU SIMPLY ENTER THE EXPENSE. NOTE THE MENU OF EXPENSE WITH THE HEADING CHART-ACC LIST IN THE FIRST COLUMN OF THE SPREADSHEET

9 ` THAT MENU LIST IS DESIGNED TO FURTHER SIMPLIFY THE PROCESS. YOU WOULD USE THIS MENU BAR TO NAVIGATE TO ANY OF THE SPREADSHEET COLUMNS OR WORKSHEET IN THE WORKBOOK BY SIMPLY CLICKING THE EXPENSE THAT YOU WANT TO ENTER. NO NEED TO USE THE SCROLL BAR TO GO LEFT OR RIGHT, JUST CLICK THE EXPENSE NAME AND YOU ARE THERE.

10 ` THE GST/HST ITC DATA CAPTURE SYSTEM?. WHEN YOU ENTER YOUR EXPENSES FROM RECEIPTS AND INVOICES, YOU SIMPLY ENTER THE TOTAL INVOICE FROM THE BOTTOM-LINE TOTAL OF THE INVOICE OR RECEIPT. THE SOFTWARE WILL CALCULATE THE AMOUNT OF GST/HST YOU PAID. YOUR GST/HST CAPTURE IS SIMPLIFIED. YOU SAVE TIME AND ELIMINATE THE POTENTIAL TO MISS AN ITC DEDUCTION..

11 US FUNDS SPREADSHEET FOR CANADIAN TRUCKERS RUNNING US LOADS AND HAVE US FUNDS EXPENSES TO BE REPORTED IN CANADIAN FUNDS THIS SPREADSHEET ALLOWS YOU TO SIMPLY ENTER THE EXPENSE RECEIPTS AND INVOICES RECEIVED WHILE IN THE US AND ENTER THEM INTO THIS SPREADSHEET WITHOUT HAVING TO DO ANY CONVERSION. THE SYSTEM WILL DO THAT FOR YOU AND PUT THE INFORMATION INTO YOUR PROFIT/LOSS STATEMENT IN CANADIAN FUNDS.

12 THE INCOME ENTRY SPREADSHEET THIS SPREADSHEET GIVES YOU THE OPPORTUNITY TO KNOW AT A GLANCE WHERE YOUR INCOME CAME FROM AND HOW MUCH FROM EACH. YOU WILL BE ABLE TO ENTER INCOME EARNED IN US FUNDS. YOU WILL BE ABLE TO ENTER INCOME IN CANADIAN FUNDS ENTER CANADIAN FUNDS INCOME WITH HST COLLECTED OR WITHNOHST COLLECTED WHEN YOUR INCOME IS ZERO RATED. YOU ARE A BROKER.

13 THE DIESEL FUEL DATA ENTRY SPREADSHEET FOR TRUCKERS WHO DO NOT OPERATE OUT OF PROVINCE THE KEY BENEFIT of this spreadsheet is that it allows you to simply enter your fuel purchases just the way you purchased the fuel or got it DISPENSED from your Carrier yard fuel facility.

14 THE DIESEL FUEL DATA ENTRY SPREADSHEET 1. You can enter fuel that you purchased in Canadian funds with HST paid. 2. You can enter fuel purchased or dispensed to you with HST not included. 3. You can enter fuel purchased in the US in US Funds. 4. The system will do all the conversions and manage the difference between the US Fuel, the HST paid and the HST not paid fuel and capture the amount of HST/ITC refund due to be claimed on your HST return.

15 DIESEL FUEL DATA ENTRY SPREADSHEET FOR IFTA TRUCKERS This diesel fuel spreadsheet is designed for truckers that have IFTA responsibility. On this spreadsheet, the IFTA trucker would enter all of the information of miles and fuel that they would have recorded using a paper trip report form. This means eliminating the need to do one of those paper Trip Report forms.

16 THIS IS YOUR IFTA SUMMARY REPORT This Report will provide you will the IFTA return Numbers

17 This is your meals and Entertainment Spreadsheet Here you are able to keep track of Canadian and US Funds meals expenses

18 THIS IS YOUR SUBCONTRACTOR EXPENSE MANAGEMENT SPREADSHEET It is very important to keep track of this expense, so as not to have CRA or the IRS classify your subcontractors as employees and hold you liable for Payroll Tax plus penalties and interest

19 THIS WILL BE HOW YOU KEEP TRACK OF HOME-OFFICE EXPENSE SO YOUR ACCOUNTANT CAN EASILY KNOW HOW MUCH TO WRITE-OFF FROM ACTUAL EXPENSE INFORMATION INSTEAD OF ESTIMATES.

20 This is your support auto expense spreadsheet Instead of a mileage log, this allows for easier write-off allocation and is also an AUDIT money saver

21 The Canadian Trucker Profit/Loss Statement This professional financial report shows Income in US and Canadian Funds and converts the US Income to Canadian It does the same for your expenses and populates the report as Income, Expenses and Profit/Loss from all sources.

22 This is the Trip-Load Profit Analysis System This system will give you the business edge the next time a shipper offers you a load. You simply enter three things 1- How much you are offered. 2- The total miles/kilometers 3- Estimated Tolls if applicable. The system will tell you if you will make money or lose money, all the way to profit or loss per mile or kilometer.

23 TRUCKTAX Truckers Manage the business and sidefleet of trucking Managing thehelping business side of trucking for truckers owners Hassle-Free Your Cash Flow Report A DETAILED REPORT OF ALL FUNDS FLOWING IN AND OUT OF THE COMPANY. ONE YOU CAN TAKE TO THE BANK THIS CASH FLOW STATEMENT THAT THE SYSTEM GENERATES FOR YOUR INFORMATION GIVES YOU THE TRUE FACTS. IT GIVES YOU THE TOTAL INFLOW OF FUNDS FROM ALL SOURCES INCLUDING LOANS AND THE TOTAL OUTFLOW OF FUNDS INCLUDING OWNER DRAWINGS, BANK LOANS AND MORE. Copyright Copyright TruckTax, TruckTax, Inc.Inc. All All Rights Rights Reserved. Reserved.

24 Your Bank account Management system You simply enter the required information

25 This is your Balance sheet management system Here you keep track of Assets and liabilities. This report will allow your accountant to easily prepare your financial statement at the business year end, including the Balance Sheet. For you it is a good way to keep a record of equipment activities.

26 THIS REPORT IS DESIGNED TO MAKE IT EASY FOR YOU TO MANAGE AND STORE YOUR ORIGINAL DOCUMENTS IN A FORMAT THAT WILL MAKE YOUR NEXT TAX AUDIT HASSLE-FREE

27 The HST Report On a Monthly basis, you will know these numbers

28 THIS IS THE HST PAID LEDGER. A REPORT THAT IS DESIGNED TO SUPPORT YOUR HST REPORT FILINGS AND MEET THE CRA AUDIT INFORMATION STANDARDS AND SAVE YOU TIME IN THE EVENT OF AN HST AUDIT. CRA IS AGGRESSIVELY AUDITING HST RETURNS. THIS REPORT MEETS THEIR REQUIREMENT FOR DETAILS.

29 TRUCKTAX Truckers Manage the business and sidefleet of trucking Managing thehelping business side of trucking for truckers owners Hassle-Free REDUCE YOUR BOOKKEEPING AND TAX SERVICES FEE. SAVE MONEY AND TAKE CHARGE OF YOUR BOOKKEEPING INFORMATION. Switch From This To Copyright Copyright TruckTax, TruckTax, Inc.Inc. All All Rights Rights Reserved. Reserved.

30 REDUCE YOUR BOOKKEEPING AND TAX SERVICES FEE. SAVE MONEY AND TAKE CHARGE OF YOUR BOOKKEEPING INFORMATION. With your Desktop or Laptop computer, you will be in charge and you will reduce your accounting fees from Bookkeeping and Tax Preparation to Tax preparation only at year end. All you need is THIS AND THIS

31 The Bottom-line Get Started Today Take charge Know your Numbers Cut Cost Be More Organized Go online and order your TruckersBooks system. Or Call us Toll-Free (888) Receive your Licensed Copy of the TruckersBooks software in 2-3 days