Client Organizer

**PLEASE INCLUDE ONLY OUT OF POCKET EXPENSES – DO NOT INCLUDE DEDUCTIONS FROM YOUR SETTLEMENT PAY
 
Gross Income: $________________
Truck Lease or Principal*: $________________ (*Please enclose Bill of Sale or Lease Agreement) Truck Interest: $________________ (-0- If Leased)
Trailer Lease or Principal*: $________________ (*Please enclose Bill of Sale or Lease Agreement)
Other Interest (Including Trailers): $________________
Taxes & Licenses (Including CDL): $________________
Truck Liability & Other Insurance: $________________
Health Insurance: $________________
Truck Repairs, Maintenance and Supplies: $________________
Fuel (+ Service Charges): $_______________
Hotel, Plane, Car Rentals: $_______________
_ Clothing & Laundry Fees: $________________
Telephone Service*: $________________ (*Cellphone, Phone Cards, etc.) Satellite Service, XM and/or Sirius Radio:$________________
Internet Fees: $________________
Bank Fees & Other SC*: $________________ (ATM, Comchek, EFS check, Check cashing, etc.) Permits: $________________
Tolls & Parking: $________________
Prepass Service: $________________
Scales: $________________ T
VC Insurance: $________________
Security*: $________________ (*Security System, Watchdog, etc.)
Other Expenses*: $________________ (*See Next Page.)
Number of Days Away from Home:__________________
Off/ At Home: _______________________
Home/Office Use? (SEE NEXT PAGE)
Personal Car Mileage? (SEE NEXT PAGE) *

*PLEASE INCLUDE PHONE # WHERE YOU CAN BE REACH**
Please provide name, address, phone #, email address, social security # & birthdates for you, your spouse & your children. Enclose all W-2s, 1099s, unemployment, investment & other income as well as mortgage interest & property taxes if you own a home. Please include form 1095, health insurance coverage statement.

Other Expenses: Truck Equipment*: $_____________ (*CB, TV, DVD Player, Computer, Cellphone, Fridge, Microwave, etc.)
Lumpers: $_____________
Showers: $_____________
Advertising* :$_____________ (*Cards, Signs, Clothing with trucking Logo, etc.)
Office, Postage & Shipping Expenses: $_____________
Other Expenses (Please Describe): _______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Home/Office Use:
Square Footage of Office: _____________
sq/ft Square Footage of Home: _____________
sq/ft Mortgage Interest: $_____________
Property Taxes: $_____________
Insurance*: $_____________ (*Mortgage Ins, Homeowners Ins, any insurance attached to         home)
Rent or Lot Rent: $_____________
Repairs & Maintenance*: $_____________ (Repairs and improvements to home, lawn mower gas & maintenance, etc)
Utilities*: $_____________ (Heat, electricity, water, sewer, etc) Other Expenses (Please Describe): ________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Personal Car Mileage*: Ending odometer reading on December 31st: ________________ Total miles put on vehicle for entire year: ________________
Business mile put on vehicle for entire year: ________________ (*To and from terminal, to pick up semi from repair shop, to pick up supplies, to seminars & meetings, etc)