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Getting Started
Thank you for your interest in our
Bookkeeping and Tax Services
for
Owner-Operators (Independent Truckers)
If
you have decided to have us provide for your business
bookkeeping and tax compliance and reporting needs, please click
this
Start-up-Info link and provide
us with the information applicable to your business to allow us to
setup your business books and send you a our new client start-up
service forms and how to use our service information report.
Alternatively, you can click here
and print a paper copy of the business start-up information form,
complete and send the form to us by fax or include in the first
business information envelope you send us.
In
addition, you can visit our Service Start-up
info forms page for instructions and all applicable
forms to be completed and sent to us.
As
soon as the required business information is received, we will send you a service
start-up information package and service fee invoice
by email.
However, if preferred, you can request a quote
in advance by clicking this
Request-A-Quote link.
We offer two convenient
service system for the busy Owner-Operator.
The annual service.
On this service, you would send us the business income and
expense information at the end of each month, using one of our
business information submit system:
►The
Envelope System
►The
On-Line Information submit ledger system
►The
Fax Service system
Under our annual service system, your would receive a
set of quarterly
financial reports
designed to help bring more meaning to the business operations
and the profits at the bottom-line.
The Year-end Service.
This service is referred to in our office as the shoe-box
service. This is when a new or existing client provides us with
one year or more of business information to be processed for the
preparation and filing of all applicable tax returns.
As
a year-end service client, we will require you to provide us
with the following:
-
Completed
Service Start-up Information form. To obtain a copy of this
form click
"Service Start-up"
-
Completed copy
of our personal tax information form. To get a copy of
this form click
this
"Personal
Info"
link.
-
Copy of all
Truck/Tractor/Trailer or other Equipment Financing or Lease
contracts and/or agreements.
-
A Signed copy
of the CRA authorization to represent your business form.
For a copy of this form click
"CRA-RC59"
As a year end service client, you will receive the year-end
financial
reports package
including the preparation of all applicable tax returns.
To
help you pull together all of the applicable business
information and deductible expense information and receipts, you
should print a copy of the start-up bookkeeping/tax
information organizer and use this as a check-list to pull
together assemble and send us the business information.
(B)-
If you are an online service client:
We will set you up with a
TRUCKTAX-Online user name and password
to allow you to access the
on-line bookkeeping information submission ledger and send this to you by
email.
Following the email, we will call you to arrange a user orientation
session, and/or to set a time that is convenient to you, for us to walk you through using the
online system and answer any questions you may have.
If you are a Fax Forms service client:
We will send you an email with the applicable forms as an
attachment. These forms will be for you to use to record and send us the
business information each month.
NOTE:
Keep in mind when using these
forms that there is no need to total any of the columns,
simply enter information and return the forms to us by fax or mail.
As a follow-up to the email, we will call you for a brief
orientation meeting or to setup a time convenient to you when we
could walk you through using the forms.
Once
you have assembled all that is applicable and required forms and
business information, send or deliver these
to us at:
4261-A14 Highway #7 East
Suite #885
Markham, Ontario.
L3R 9W6.
Phone: (888) 456-6504
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