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Listed below is a menu of Bookkeeping result financial reports available for Accountants using our truckers bookkeeping support services. 

Accountants can select required reports at the service set-up to form part of the SLA.  However, other reports can be requested as required

                                                                                                                                                                    

the available financial Management Reports include 

Profit/Loss Report Canada/USA -                                    Click to see sample report

Profit/Loss Report - Canadian Funds -                        ► Click to view sample report

Operating Analysis Report                                               ► Operating Analysis demo Report

Income per Kilometer/Mile

Operating Cost per Kilometer/Mile

Profit per Kilometer/Mile

Month End Report for your Accountant -                       ► Click to view sample report

GST/HST Net-Filing Ready Report -                                ► Click to view sample report

GST/HST Paid Summary Report -                                    Click to view sample report

Estimated Self-Employment Tax (US Truckers)            ►  Sample Report View

Cash Flow Report -                                                          ► Click to view sample report

Audit Management Support Report -                              Click to view sample report

Driver Trip Report for IFTA Licensed Truckers                   ► Driver Trip Report for IFTA Reporting

             

other available accountant support and reports

Tax Audit Management Report

It is a fact that your clients business and tax returns will be selected at some time for audit by CRA.  Our experience indicates that most audits are focused on GST/HST returns filed and ITC refunds claimed.

As a result, we have built into our bookkeeping system some unique information capture reports to allow these audits to become desk audits by being able to supply detailed reports to meet the audit request for refund filed information verification.

               These Reports Include:

GST/HST Detailed Audit Summary

GST/HST-ITC earned by Expense Category

GST/HST paid audit ledger

Diesel Fuel Purchase Summary and Analysis

Fuel Purchased with GST/HST Out

Fuel Purchased with GST/HST paid

Fuel Purchased in the USA

GL Summary

Home office Expense with business % claimed report

Support Vehicle Expense with business % claimed report

Document and Data Processed Audit Report-                    Sample Report

Year-end Accountant Reports

These reports are designed to provide accountants or bookkeepers with a set of year end information data to allow them to provide their client with the required accounting and tax services without having to do any pre-tax preparation bookkeeping.

Profit/Loss

Cash Flow

Operating Analysis

GST/HST paid Ledger

Quarterly Summary

Annual Summary

Summary by Expense Category

GL Summary

Balance Sheet Information Report

Asset and CCA Management Report

WSIB report if applicable

Subcontractors Expense Details if applicable

Income Summary (Canadian/USA)

Diesel Fuel Purchase Summary (Canadian/USA)

Detail Truck Repairs report

Detail Truck Lease Report

Detailed Home-office Expense report

Auto Expense Report

Documents Processed Management report

This way, in the event of an audit, any or all of the following reports can be easily provided to you and/or the auditor to support the targeted audit areas of your business.

These reports are designed to simplify the audit process and potentially allow most audits to conclude as a desk audit with little or no participation by our client accountants


More available Support

Online Technology Tools.

We can provide accountants with free user access to our year-end online data capture system to easily collect last minute tax information from their clients, as data instead of paper.

Plus, we can customize the front end of our documents upload system to allow accountants to deploy this feature to their clients to upload the bookkeeping information direct to us

  


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