How to use the system

1. Enter your business income. This would be from the invoice billings to your customers.

   If your income is reported on a Broker Statement with other operating expense deductions, enter the total income only and fax us a copy of the statement for processing.

   Alternatively, leave the income field blank and just fax us the Broker statement.

2. Next drop your cursor down to the expense fields and enter your business expenses from the invoices/receipts you received in exchange for payment made and from other various expense receipts or payments made.

Select the appropriate expense category for the expense by clicking the expense category field and selecting the applicable expense from the menu of expenses.

Next, move over to the amounts field and enter the expense/receipt amount.

When you are done, go to the bottom of the form and enter the total miles traveled for the month or period.  This will allow us to provide you with an operating analysis report.

When done click the submit button.

How to Enter Multiple EXPENSE Receipts?

If you have multiple expense receipts for any expense category, enter the number of receipt document pieces and/or items in the shaded box next to the calculate button and click the calculate button. 

The system will pup-up a calculator box to allow you to enter the number of expense receipts items you indicated having and wish to enter. 

Enter each receipt and press the enter key to advance to the next until you are done. When you are done, click the DONE button. 

The system will place the total of the receipts entered into the selected expense item field. To continue, hit enter and repeat the process. 

When you are finished entering your expenses scroll to the bottom of the page, enter your total miles/kilometer traveled for the period and hit submit.  It is that simple. 

Once you have clicked the submit button, the system will pop-up a message requesting that you print the data submitted confirmation report and attach to the paper source documents just entered and file for future audit support.

Special Info-Submit Support:

As you enter your business information, keep in mind that any receipt you are unable to enter due to your not being sure where it belongs in the category of expenses, simply send it to us by Toll-Free fax: (866) 323-8250

Unique Benefits:

From the information supplied, we will provide you with quarterly financial management reports, by Email, that will help bring more meaning to your bookkeeping information and the financial management of the business bottom-line.

          The Quarterly Reports include:

Click this link for details of the reports you receive and all available reports

At the business 3rd quarter:

• We will send you a pre-year-end tax planning report, estimating the potential tax payable by you and/or your business come year-end.

• Attached to this report is our request that you review the information and contact us to discuss strategies for tax reduction prior to the year-end.

At the Business Year End:

• All applicable tax returns will be prepared.

  If business is a Corporation, Corporation Tax Return and if applicable GST/HST return. at the business year-end.

Tax returns Delivery System:

All tax returns will be sent to you by email or deposited into a special Trucktax documents delivery web folder in pdf format.

You will simply save the file to your computer, print the return at your convenience, sign the return and mail to CRA at the address indicated on the cover included as a separate pdf file.

Personal Tax Year-end

• We will prepare the Personal Tax Returns for the owner-Operator and spouse and send these to you as per the above tax return delivery system.

For more information, click here to contact us.