The Scan and Upload Service system  

To continue to leverage technology to make it easy for our clients to provide us with the applicable business information each month or quarter, we have launched a new business document delivery system.

 ►The Scan and Upload Service System

This system will bring convenience to clients who have a multi-function printer with scan capabilities, or those who are willing to invest in one of the easy-to-use printers with document scanning capabilities, costing less than $500.00 which is a tax deductible expense.

If you are in this client group, you will be able to sign-up to submit your income, expense and other applicable business information by simply scanning the document and uploading it to Trucktax for bookkeeping processing, via our website using a secure user name and password issued by us.

Under this service system:

• You would scan the documents you wish to send us each month

• Save the scans as a pdf on your computer

• On a monthly basis, login to your document scan-and-deliver folder and using the secure user name and password issued by us, Upload the scan documents (pdf) into the applicable month folder we created for your convenience at setup- it is that simple

This procedure will automatically allow us to access your documents, by month download them to our document management server and schedule the information for bookkeeping and tax processing.

Benefits:

• You will no longer have to pack and send or deliver your business information to us.

• You will be creating an image file of your original documents this way in the event of an audit, an exact duplicate of all your receipts will be available and can be easily sent to CRA.

• You will save paper by not having to make copies of business information and documents you send us or plan to send.

• You will save on postage.

• This service system will look and feel like we are doing the required bookkeeping and tax reporting from your home office. 

This way, as you come home each day or week, instead of placing your business documents in a file cabinet to be sent to us at a later date, simply turn on your scanner, scan the receipt or documents, save them to the file-folder you created on your computer.

To help make this process simple, at setup, we will create a master folder for your uploads and twelve folders, one for each month to allow you to save the scans in the applicable folder month. (Jan, Feb Etc)

On your side, we recommend that you separate your documents into  expense categories as shown below, write the expense description on all expense documents prior to scanning and as you scan the documents for each category, save and name the file based on the category.

The categories are:

• Income - Canadian/US

• Truck Operating Expense

• Bank Statements

• Tax information/forms

• Support Auto Exp

• Home Office Exp

It is that simple to use the upload system to have us do your bookkeeping without having to send us the original source documents in paper form.

How to Upload your files

• Go to the Trucktax website, click the Scan-Upload link. This will take you to the Document upload login page on the web.

• Enter your user-name and password, it will take you to your business information upload master folder.

• Open the master folder to see your monthly information folders

• Upload the files you saved into the applicable folder month located in the master folder.

In addition, to make the login process simple, at setup, we will send you a link-icon to be saved on your computer desktop so you can login and upload from your home computer by simply clicking the ICON on your desktop.

It is that easy to be paperless

What you get each quarter

At the end of each quarter after processing your business information, we will prepare and send you a set of financial reports:

• A Profit/Loss Statement

• A cash flow report

• An Operating analysis report

• A copy of any GST/HST return filed for the quarter, if applicable.

These reports will be sent to you by email.  However, if you prefer, we will setup a set of monthly reports download folders to allow you to simply logon and download your financial reports at your convenience.

General Notes:

When you scan your documents, always line them up the way you would read the receipt or document.  From top to bottom. Even in the case of scanning multiple receipts, keep them in the top to bottom view format.

Getting Started

Click the sign up now link at the bottom and/or top of the page, complete the online sign-up form and click submit. 

We will contact you to review the information and arrange to setup your business information upload and download folders and create and send you your user name and your preferred password.

Call: (888) 456-6504