SIMPLE IFTA USER MANUAL

Transcription

1 SIMPLE IFTA USER MANUAL PAGE 1

2 Contents 1. Registration Login Business Info IFTA Settings Fleet Info Driver Info Dashboard Business Info IFTA Settings Total Miles & Fuel Records Truck Info Add New Truck Drivers Add Driver IVMR Add Trip Info IFTA Summary Payment Download IFTA report Change Password PAGE 2

3 1. Registration Type in On the top right click green button Register now Fill out the mandatory fields needed for registration as seen below Register as an Individuals or CPA s PAGE 3

4 Type the verification code/captcha code exactly as you see it on the right side. Check the box to agree to terms and services Click on green Create account button 1.1 Login Log in to account by using your address and password you created at registration Simple Truck ELD customers- can use your ELD credentials to login 1.2 Business Info In the Business Info section fill in required information In the Business Contact Details enter your Business address In the Signing Authority section fill in the required information Click the blue Save and Continue button and proceed PAGE 4

5 EIN - Employer Identification Number or FEIN Federal Employer Identification Number (9 digits) DOT Department of Transportation (8 9 digits) 1.3 IFTA Settings PAGE 5

6 Enter your IFTA number, tax jurisdiction State, unit of measure and distance details Click the blue Save and Continue button and proceed to next section IFTA Number 10 digits number Tax Jurisdiction - as the member jurisdiction where your qualified motor vehicles are based for vehicle registration purposes Unit of Measure Select Gallons or Litres. Select the appropriate. Distance In Select Miles or Kilometres. Select the appropriate. 1.4 Fleet Info Enter your truck VIN, truck Number, plate number and truck fuel type If you wish to add truck details later, you can click white Skip button You can only add one truck to start the registration process. You will be able to add more vehicles once the registration process is complete Click blue Save and Continue button and proceed to next section VIN VIN number is Vehicle Identification Number which is 17 digits, combination of numeric and letters. Truck Number Unique number to identify the respective truck. Plate Number License plate number which belongs to the respective truck. Example SBA 1234A PAGE 6

7 1.5 Driver Info Fill the required Driver Details and License Details If you are an ELD customer, your driver details are already with us and it is displayed inside dashboard after completing your Business Info and IFTA settings If you wish to add driver details later, you can click white skip button You can only add one driver to start the registration process. You can add more drivers once the registration process is complete. Click green Complete Registration button 2. Dashboard On your Dashboard page, it shows your Business profile on the left side and IFTA profile on the right side and Total Miles & Fuel Records in the bottom of the page Business Info If you need to update Business info, you can update your information in the dashboard by clicking icon. PAGE 7

8 2. 2 IFTA Settings If you need to update IFTA details, you can update your information in the dashboard by clicking icon Total Miles & Fuel Records Total Miles & Fuel Records displays your Truck mileage according to each quarter you have given You can add IVMR by selecting respective quarter you are filing and click 2.4 CPA Dashboard On your CPA Dashboard page, it shows your Customer profile and number of Business added. PAGE 8

9 You need to click icon to view the respective Customer IFTA dashboard. If you need to update Business details, IFTA details you can update your information in the dashboard by clicking icon. 3. Truck Info In Truck Info section, you can view Truck details with VIN, truck number, plate, fuel type, manage drivers. 3.1 Add New Truck To add multiple trucks, click on the blue Add New Truck button Your truck information is updated each time when you add a new truck Truck details can be edited or deleted under Manage Trucks column PAGE 9

10 4. Drivers In Drivers section, you can view your driver details with driver login ID, driver name, mobile Number, license number, license expiry date, state of issue, and manage drivers. 4.1 Add Driver To add multiple drivers, click on the blue Add Driver button Your driver information is updated each time when you add a new driver Driver details can be edited or delete under Manage Drivers column 5. IVMR In IVMR you can add trip information. Click the blue Add New Trip button to add trip information 5.1 Add Trip Info Once you click Add New Trip, select IFTA return quarter from the dropdown menu 10 PAGE

11 Select VIN from the drop-down menu Truck number, plate number and fuel type is automatically populated according to the VIN selected Select driver from the dropdown menu. You can add one driver for one trip Click green Submit button to proceed forward to enter trip information Next step is to Select Filing Type Click Add IVMR under the Action column to add trip information After selecting Add IVMR, your truck VIN, quarter, filing type, company name, address, fuel type is already pre-populated 11 PAGE

12 Trip number is populated but can be edited or you can edited to zero. Enter trailer number, fleet number, and driver location. If any of the entities not available enter as zero. Driver name is already populated from the list of drivers you have selected. You should enter Origin and Destination of trip. For Example, you can enter as Origin: Illinois and Destination: Kentucky. If you have any Special Instructions, add them here. TRIP REPORT - Enter Date, state travelled, highways used, Total miles, non-taxable miles, taxable miles, purchased gallons respective to state travelled and gas vendor information Total Miles Total IFTA miles travelled in each jurisdiction. For example: Illinois 5000, Indiana 2000, Kentucky PAGE

13 Non-Taxable Miles If any of the miles travelled within the jurisdiction on that date was non-taxable, enter the miles under the column. Non-taxable miles cannot be greater that Total Miles entered for that jurisdiction. Taxable Miles o Toll: Toll miles/turn pike miles/thruway miles are also usually considered as taxable miles o Non-Toll: Non Toll miles are your IFTA miles and they are taxable. Purchased Gallons Enter the amount of gallons bought in that jurisdiction. Vendor Enter the name of the vendor where you purchased fuel or from bulk storage. To add another trip, click the blue plus sign button. After you have entered all the trip information click the green Save button to proceed forward. 5.2 IFTA SUMMARY Click the green Proceed button to view the overall summary. 13 PAGE

14 5.3 Payment Enter your Card details to complete your payment and click the green Pay Now button 5.4 Download IFTA report You can view your Invoice number, Date, Plan and Amount Paid You can download your IFTA PDF once the payment is done by clicking the blue Download IFTA report link 14 PAGE

15 6. Change Password Once you have entered new password click the green Update button to change the password 15 PAGE

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