The Tax Season Survival Checklist is an 18-page 2026 checklist. Forty-five deduction categories, a per diem worksheet, the forms, and the dates. It is not a spreadsheet, and it does not calculate a refund.
45 categories. Not a spreadsheet.
A list of categories, forms, and dates. Not a tax return, and not a substitute for a CPA.
45 numbered deduction categories, each with a one-line description. Groups: truck and equipment (1–9), on the road (10–16), insurance and compliance (17–27), business operations (28–35), and often overlooked (36–45).
A per diem worksheet for full days, partial days, and an 80% deductible share, plus one worked example. The book uses an $80-a-day rate. It does not calculate your refund.
If you want 68 expense lines to type into all year, that is the Tax Defense Playbook. This file is the checklist.
1099-NEC, Schedule C, Schedule SE, Form 1040-ES, Form 2290, state returns, IFTA, and Form 4868.
Short sections on Section 179, MACRS, bonus depreciation, and leasing versus owning. The page does not quote a dollar cap.
A 2026 list covering estimated taxes, IFTA, Form 2290, and the extended-return date. For the IFTA quarter, the IFTA spreadsheet on this site lists October 31, 2026.
20 checkboxes, then 7 audit red flags.
Questions to ask a trucking CPA, and where the book says to look. The book says it is not a substitute for one.
The retention page separates 3-year tax records, 4-year IFTA records, a 6-year recommendation, and permanent asset documents.
Sold on its own. It is not in the First Year Survival System. The spreadsheet is the Tax Defense Playbook, $24.99, and that one is in the bundle. See the bundle.
30-day money-back guarantee. Email info@americantruckersllc.com within 30 days. Refund policy.
18 pages. 45 numbered deduction categories. A per diem worksheet at $80 a day and 80%. Sections on depreciation and self-employment tax. A forms list, a deadline list, 20 ready-to-file checkboxes, 7 audit red flags, questions for a trucking CPA, and a record-retention page.
No. It is a PDF checklist. The spreadsheet with 68 expense lines is the Tax Defense Playbook.
No. It does not calculate a refund or a tax bill. It is not a substitute for a CPA.
No. The Tax Season Survival Checklist is sold on its own for $7.99. It is not in a bundle. The First Year Survival System is the Tax Defense Playbook, the P&L Playbook, the Broker Setup & Negotiation Guide, and the IFTA Filing Defender for $64.99 ($89.96 separately).
A 30-day money-back guarantee. Email info@americantruckersllc.com within 30 days.
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