How the Service Works!

To make our service easy to use and convenient, we offer clients a variety of ways to use our service, all designed to help you manage the business-side of trucking hassle-free.

1- The Spreadsheet Bookkeeping Management System. 

    $50.00 Per Month

You sign up for the service and purchase a copy of the support version of our specially customized for Truckers software TruckersBooks

1. To Sign Up Click the Sign Up Now Link.

2. To Purchase your copy of the Software Click the Buy Now Button. 

After purchasing the software online, it is license to you/your company.  In addition, to allow the included GST/HST report to accurately calculate your GST/HST payable and/or ITC (Refundable Input Tax Credit), we set GST/HST rate applicable to your province of operation/home base.

For convenience, the software is sent to you by email as an attachment along with easy to understand user guide.       

You simply save the software to your computer as your master and create a copy for each business operating month you will enter information for.

On an ongoing basis, you enter your income and expenses in the various spreadsheets and columns.

At the end of each month, send us a copy of the spreadsheet by email by simply clicking on the Send-TTAX Link from any spreadsheet in the Program.

Deliverables: - What you get

We process the business information and if applicable file your GST/HST return and send you a returned filed confirmation report each quarter.

All reports and Tax Returns ready to be signed and filed (Mailed to CRA) are make available for you to download from a secure web folder created for you/your company on our website, utilizing a secure user-name and password.

This includes a set of professional meaningful financial reports on a quarterly basis, including if applicable a copy of the GST/HST returned filed confirmation report from CRA.

Alternatively, this information can be sent by email.

The reports we send include:

Quarterly:

►Profit/Loss Statement

►Cash Flow Report

►HST Filed confirmation report

At year end:

►Year-end Profit/Loss Report

►Balance Sheet if applicable

►Year-end Cash Flow

 

Year End Service:

►Personal Tax Return

►Corporation Tax If Business is a Corporation

√ Note: Depending on the Service Level
   Agreement, a Year end fee could apply.

Year end service is optional.  As a result, clients can retain our convenient bookkeeping service to manage the year-round bookkeeping process and file the GST/HST returns and utilize the services of a local Tax Preparer/Bookkeeper for year-end tax reporting services.

With the detailed year-end information we provide, you will be able to easily provide a local tax preparer or accountant/bookkeeper with the information needed to prepare your tax return at significantly less cost than if you had given them your business information as paper documents and receipts for processing.

This approach to bookkeeping management and timely filing of GST/HST, could save you as much as $600.00 or more off your annual bookkeeping and tax services fee. 

So if you are ready to cut your annual bookkeeping service cost, and move your business from Paper-to-Paperless, click the sign up now button below and let us get your paperless bookkeeping service started.

2- The documents upload service system.

     Monthly service fee: $85.00

Under this documents upload service system, you would scan each document and save it as a pdf and upload it to us via our online secure upload web portal.

To make this segment of our service work well, we recommend that as you obtain invoices and receipts you should write on the document just what type of expense it is. 

This way when it is uploaded we will be able to classify the expense type which will help give more meaning to the financial reports we send you.

Deliverables as indicated above.

3- The On-Line Bookkeeping Info-Submit System

    Monthly fee: $65.00

As you click the info submit button, the On-Line system will pop-up a report of the information you just entered and sent to the TRUCKTAX™ data submit server and instruct you to print the report and attach to the source documents and receipts you just entered.

Now if you do not have a printer attached, no problem, select the print to a file feature and it will print the report to your computer so you can print it at a later date and attaché to the invoices and/or receipts entered as part of your audit verification support filings for the future.

Deliverables as indicated above.

4- The Envelope Service system  

This service level applies to the client who prefers to send us an envelope each month with copies of the business information for processing and GST/HST Tax reporting.

Deliverables as indicated above.

Or give us a call: