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Year-End Tax Prep Checklist Template

A year-end checklist for income, expenses, assets, debt, Form 2290, IFTA, and preparer questions.

Last reviewed: 2026-05-25 Reviewed against current official sources by the TruckTaxHub editorial team General information; review annually

Checklist

AreaRecordsReady
Income1099s, settlements, factoring statements
ExpensesReceipts and statements
AssetsTruck and trailer purchases or sales
ComplianceForm 2290 and IFTA records

Questions

Add notes for unusual transactions before sending the packet.

Preparer review

The checklist organizes records; it does not determine tax treatment.

Helpful Tools

Sources Used

Year-End Tax Packet for Trucking Businesses A year-end packet should answer the preparer's first questions before they have to ask. Truck Driver Tax Documents Checklist The best tax packet is boring: complete income records, clean expense support, and notes for anything unusual. Year-End Tax Packet Builder Create a printable checklist based on Form 2290, IFTA, employees, factoring, and fuel card activity.