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Ultimate Trucking Accounting: a collage of its sheets, including the financial overview dashboard, load search, profit and loss, comparative profit and loss, weekly overview, and miles and fuel summary.
Important information: this tool is designed by a licensed CPA as a general organizational tool. It is not personalized professional advice, creates no CPA-client relationship, and results depend on the data you enter. Users verify all outputs. Sold as-is.
Features of the Ultimate, Elite, Advanced, Pro and Standard trucking accounting editions compared, with Ultimate highlighted: Ultimate includes every feature, including load search and all dashboards.
The difference between the two sets: the IFTA set requires state-by-state travel entries for IFTA reporting; the non-IFTA profit and loss trackers do not. Feature tables compare the Ultimate, Elite, Advanced, Pro and Standard editions and the P&L, V2 and V3 trackers.
Dynamic financial overview dashboard: pick any month, quarter or year to date to see net cash flow, net profit, trucking income, expenses, and mileage and travel figures.
Trucking daily and weekly overview: quick financial results for the chosen week, each day's data, and the highest and lowest variable and fixed expenses for each day.
Income and expense description setup: edit the descriptions in the yellow cells and they update throughout the spreadsheet.
Load setup to track all loads, and a miles and fuel log to track fuel and miles by state; states with weight-mile tax are highlighted yellow.
Income and expense logs: pick the load each income or expense entry belongs to from a drop-down list, to keep a record of each load's revenue and expenses.
Trucking profit and loss with notes: data is organized by month, quarter and year to date; all descriptions can be edited, with pay types, fixed and variable costs, profit per mile and cash flow after all costs and reimbursements.
Trucking profit and loss analysis with a start month and year selector: data is pulled from the income, expense and miles and fuel logs to create monthly, quarterly and annual statements.
Month-over-month and quarter-over-quarter comparative financials: pick the current and prior period from drop-down lists to compare operation information, trucking income and operating expenses with dollar and percent change.
Miles and fuel summary by state, an aid for IFTA reporting: pick any month, quarter or year to date to see miles, gallons and fuel rates by state, pulled from the miles and fuel log.
Load search: type a load number to see its operational, financial and load data, including expected versus actual performance, fuel usage and states traveled.
Note: this template supports IFTA reporting by tracking miles and fuel by state. The separate IFTA fuel tax estimates calculator is linked in the description.
This is a digital product; no physical item is sent. You receive 1 Excel file and 1 PDF with a Google Sheets link after payment. The Excel file works with Excel 2021 or later.
  1. Ultimate Trucking Accounting: a collage of its sheets, including the financial overview dashboard, load search, profit and loss, comparative profit and loss, weekly overview, and miles and fuel summary.
  2. Important information: this tool is designed by a licensed CPA as a general organizational tool. It is not personalized professional advice, creates no CPA-client relationship, and results depend on the data you enter. Users verify all outputs. Sold as-is.
  3. Features of the Ultimate, Elite, Advanced, Pro and Standard trucking accounting editions compared, with Ultimate highlighted: Ultimate includes every feature, including load search and all dashboards.
  4. The difference between the two sets: the IFTA set requires state-by-state travel entries for IFTA reporting; the non-IFTA profit and loss trackers do not. Feature tables compare the Ultimate, Elite, Advanced, Pro and Standard editions and the P&L, V2 and V3 trackers.
  5. Dynamic financial overview dashboard: pick any month, quarter or year to date to see net cash flow, net profit, trucking income, expenses, and mileage and travel figures.
  6. Trucking daily and weekly overview: quick financial results for the chosen week, each day's data, and the highest and lowest variable and fixed expenses for each day.
  7. Income and expense description setup: edit the descriptions in the yellow cells and they update throughout the spreadsheet.
  8. Load setup to track all loads, and a miles and fuel log to track fuel and miles by state; states with weight-mile tax are highlighted yellow.
  9. Income and expense logs: pick the load each income or expense entry belongs to from a drop-down list, to keep a record of each load's revenue and expenses.
  10. Trucking profit and loss with notes: data is organized by month, quarter and year to date; all descriptions can be edited, with pay types, fixed and variable costs, profit per mile and cash flow after all costs and reimbursements.
  11. Trucking profit and loss analysis with a start month and year selector: data is pulled from the income, expense and miles and fuel logs to create monthly, quarterly and annual statements.
  12. Month-over-month and quarter-over-quarter comparative financials: pick the current and prior period from drop-down lists to compare operation information, trucking income and operating expenses with dollar and percent change.
  13. Miles and fuel summary by state, an aid for IFTA reporting: pick any month, quarter or year to date to see miles, gallons and fuel rates by state, pulled from the miles and fuel log.
  14. Load search: type a load number to see its operational, financial and load data, including expected versus actual performance, fuel usage and states traveled.
  15. Note: this template supports IFTA reporting by tracking miles and fuel by state. The separate IFTA fuel tax estimates calculator is linked in the description.
  16. This is a digital product; no physical item is sent. You receive 1 Excel file and 1 PDF with a Google Sheets link after payment. The Excel file works with Excel 2021 or later.

Trucking Business

Ultimate Trucking Accounting – Profit & Loss Spreadsheet

(2 customer reviews)

$28.99

Digital Download
  • Instant download after payment
  • No sales tax, no hidden fees
  • Excel and/or Google Sheets files
How does it work?

Check out the Youtube video on how to use it below.

What will I get?

You will receive 1 Excel file compatible with Excel 2021 and later versions, along with 1 PDF that includes a link to a Google Sheet, allowing you to easily make a copy to your Google Drive.

How will I get the files?

Once your payment is successfully processed, you will receive instant access to download links for your digital product. A confirmation email will also be sent with downloadable links.

Returns & Exchanges?

These are digital products and sales are final. If a template does not work as described, you may report the issue within 7 days of purchase and may be eligible for a refund under the Terms of Service.

About this template

This trucking profit and loss spreadsheet works in Excel and Google Sheets. It is the Ultimate Trucking Accounting – Profit & Loss Spreadsheet, designed by a licensed CPA.

What is in the trucking profit and loss spreadsheet

The template includes a collage of its sheets, including the financial overview dashboard, load search, profit and loss, comparative profit and loss, weekly overview, and miles and fuel summary.

Who uses it

Owner-operators, small fleets and their bookkeepers. See all trucking bookkeeping spreadsheets.

What you receive

One Excel file (Excel 2021 or later) and a PDF with a link to the Google Sheets version.

How does it work?

Check out the Youtube video on how to use it here:

Reviews

2 reviews for Ultimate Trucking Accounting – Profit & Loss Spreadsheet

  1. Jose –

    Bought this and had some issue. I contacted the owner, Maha, and she responded very quickly. Also jumped on a google meets with me to resolve the issue. Thank you!

  2. John Becker –

    This spreadsheet saved me hours on my IFTA reporting! It’s simple and does exactly what I need.

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