truckers Bookkeeping available reports and support

 

Listed below is a menu of financial reports made available for download on a quarterly basis for clients using our bookkeeping management services.

To preview what each of the reports look like and the information it provides, click any of the links below for an online preview.

So if you are serious about professionally managing the bookkeeping-side of your trucking business, sign up for our service.  It's easy. Just click the signup link below.

                                                                                                                                                                    

The Menu of quarterly reports

       ► 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

These reports are made available for download at the end of your bookkeeping quarter


 

 menu of additional reports available on request

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

             

Enhanced Financial Reports and Support  - Available on request

3rd Quarter tax planning Financial Report

This report is designed for tax planning purposes. This will provide you with estimated pre-year-end potential tax payable information, to alert you to the potential tax payable come year-end.

On receiving this report, if there is a amount shown as potential tax payable, you can contact your year end accountant to discuss your tax shelter or reduction strategy. 

Tax Audit Management Report

It is a fact that your business and your 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 support Reports

This is a set of reports we provide to our bookkeeping service clients who have their own year-end tax accountant..

These reports are designed to provide these accountants or bookkeepers with the required year-end information data to be able to provide 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 on your part. 

However, if required, we will provide the support needed to interact with the auditor on your behalf to resolve and finalize the audit.

Our standard audit support fee will apply.


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