Tax Prep Summary

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Quarterly income and deductible expenses for your records or your CPA. Figures only — no tax is calculated.

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Income
ItemQ1 (Jan–Mar)Q2 (Apr–Jun)Q3 (Jul–Sep)Q4 (Oct–Dec)Full Year
Linehaul$20,858.73$48,567.54$59,627.38$58,888.03$187,941.68
Fuel surcharge$2,609.52$5,352.94$6,558.67$6,739.49$21,260.62
Detention$960.33$790.12$2,722.42$1,948.92$6,421.79
Accessorial$125.61$313.61$420.28$713.25$1,572.75
Gross income$24,554.19$55,024.21$69,328.75$68,289.69$217,196.84
Load count15364239132
Deductible Expenses
ItemQ1 (Jan–Mar)Q2 (Apr–Jun)Q3 (Jul–Sep)Q4 (Oct–Dec)Full Year
Fuel$6,371.23$15,409.45$17,256.75$18,122.96$57,160.39
Tolls$79.09$448.71$420.61$465.29$1,413.70
Scales$27.37$26.55$65.47$56.90$176.29
Lumper$274.41$1,134.42$1,060.04$993.19$3,462.06
Parking$0.00$110.78$110.13$33.08$253.99
Insurance$0.00$5,828.35$5,729.37$4,730.11$16,287.83
Phone$206.87$357.86$494.45$155.05$1,214.23
Supplies$0.00$203.53$44.67$101.99$350.19
Professional$0.00$408.20$379.99$946.90$1,735.09
Maintenance$257.52$3,480.18$826.30$1,576.50$6,140.50
Loan interest$997.00$2,907.00$2,781.00$2,655.00$9,340.00
Total deductible$8,213.49$30,315.03$29,168.78$29,836.97$97,534.27
Summary
ItemQ1 (Jan–Mar)Q2 (Apr–Jun)Q3 (Jul–Sep)Q4 (Oct–Dec)Full Year
Net (income − deductible)$16,340.70$24,709.18$40,159.97$38,452.72$119,662.57
Per-diem full days ($80/day)15364239132
Per-diem partial days ($60/day)00000
Per-diem deduction (×80%)$960.00$2,304.00$2,688.00$2,496.00$8,448.00
Loan principal (not deductible)$2,132.00$6,480.00$6,606.00$6,732.00$21,950.00
Estimated Tax Payments Made · total $39,840.29
QuarterDateAmountConfirmation
Q1Apr 15, 2025$10,626.81DEMO78479546
Q2Jun 15, 2025$8,913.31DEMO27603057
Q3Sep 15, 2025$9,627.36DEMO67011512
Q4Jan 15, 2026$10,672.81DEMO46277263
Fuel by State · IFTA reference
StateGallonsTotal
TX5015.1$20,719.47
AZ2853.2$11,834.78
AL1737.2$7,210.54
AR1519.4$6,332.99
OK1384.9$5,774.37
LA1287.6$5,288.24

Figures for your records or your CPA — this is not tax advice and no tax is calculated. Loan principal is shown for reference only; it is not a Schedule C deduction (the interest is). Per-diem deduction uses the 2024 IRS special transportation industry rate ($80 full day · $60 partial day) × 80% deductible — confirm the current year's rate with your tax pro. Depreciation rules change yearly.

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