Simplifying Your Taxes: Saving Time, Energy and Headaches

All right. Hello everyone. Welcome to our live demo.

My name is Caitlyn Beaterman and I am with Bestpass Marketing Team.

We’re excited to have you here to review our express Truck tax solution,

which I, uh,

which will simplify the process of filing your form 2290

this tax season. Leading today’s demo is Joe Santa Marina,

general Manager of Express Truck Tax.

Joe has been with us for the last four years and focuses his attention on

enhancing our customer experience, and in this case,

removing headaches around filing your truck taxes.

This session will be recorded and we ask that throughout the demo,

you add your, any questions you have to the q and a tab,

and we will, um, address them at the end. So I, Joe,

I will hand it over to

Thanks so much, Caitlin. It’s, uh,

great to be connected with all of you today.

I’m gonna share my screen here

and we’re just gonna kind of walk through today. Um,

I’m just gonna share a little bit about my background and just talk a little bit

about express chart tax, you know, who we are, what we do, um,

and really the, the partnership and, and the merger with, with Bestpass. And so,

uh,

I’ve been serving now as the general manager of Express Truck Tax now for about

six months, since the time that Bestpass first acquired, uh, express Truck Tax.

Uh, I’ve been working with owner operators,

small and large fleets for the past four years, uh, at Bestpass.

And my main focus during that time has really been to help truckers and trucking

fleets remove some of the headaches around originally toll management and

now in filing their heavy vehicle use taxes each, uh, each,

each year.

Our real goal with Express Truck Tax over the coming years is to offer really a

simple and easy way for customers to spend less time on confusing tax forms

and more time on the road, you know, actually running their business.

And so a couple things that I’m gonna kind of walk through today is really just

highlighting what the process looks like to sign up with Express Truck Tax and

fill out your 2290 and get your Schedule one,

which is really the thing that you need to ensure your I R P registration and

renewals go smoothly and that you can get on the road, you know,

delivering goods across the country.

So we’re gonna show you how you can sign up for Express Truck Tax and put in

your business information in a matter of, uh, about two or three minutes.

And then just how simple it is to fill out really our self-guided step-by-step

form. Uh, that’ll kind of take you through the process.

So the first thing you do is go to express truck tax.com. Um,

when you get there, uh, you’ll land on this page, uh, and, uh,

we’ll talk a little bit later about, you know, signing up. Um,

but the registration process is super simple.

You simply click the register button and you’ll be taken to a page that looks,

uh, like this and you can sign up. We really just need four pieces of,

of information, an email, a password, uh,

for your Express Truck text.com account, uh, your name,

which I’ll go ahead and fill this out live with all of you,

just so you can see how simple it is and a phone number so that we can, um,

contact you. So I’m gonna go ahead and sign up, uh, on a brand new account.

Uh, you’ll notice that we’ve got a, a very secure system, um,

to make sure that, um, things stay secure for you and your tax information.

So signing up is a very simple process,

and then we just really need a few pieces of information.

Most people have almost all this information readily at their fingertips, um,

uh, or they just need to find their e i n number.

Most of our customers are owner operators, uh, although we do service,

uh, small and large sized fleets as well as, you know,

gigantic carriers that partner with us. So I would say most of our customers,

uh, choose sole proprietor as their business type, or they have a,

a single member L L C, and then, uh, you just put in your business name.

So I’m just gonna create a business here. Joe’s Big Rig Trucking,

and I’m gonna go ahead and put in an e i n number.

This is not an actual e i n number. This is just for, uh, uh,

this demonstration purpose. Um, e i n and our,

our address city

country is already filled out. We’ll pick a state.

I actually live in Greenville, South Carolina, but I’m originally from Albany,

New York, so I, I know all that stuff by heart.

And then the signing authority is the, the legal name for, uh,

who’s signing this. And in this case, this will be myself.

My legal name is Joseph Santa Marina,

so I’ll put that in and click save and continue. And as you all can see,

within about two minutes, uh,

I’ve got an account created with Express Truck Tax and I’m ready to file my

form. Uh, once, once you’ve signed up,

you’ll automatically be taken this screen where you’ll have the opportunity to

either file for a single vehicle. Uh,

many of our customers just have a single truck that they’re filing for,

or if you have multiple vehicles,

you can actually put multiple vehicles on that return, um,

for the new tax season. That will be starting in July,

on July 1st of this year. However,

we are accepting pre-filing submissions at this time.

So I’m gonna go ahead and walk through this process just to show you folks

really, uh, some of the, some simplicity, uh, of this process.

So I’m gonna choose to file for this upcoming year. So right now we’re with,

we’re in what’s called the pre-filing season.

So this is a feature you need to express Truck Tax,

where we allow you to file for the upcoming tax season,

even though the i r s currently hasn’t opened that up.

And basically what will happen is on July 1st,

as soon as the i r s opens things up, they will, uh,

all these submissions will be automatically transferred to the I r s on

July 1st. I’m gonna go ahead and, and pay, uh,

type in my VIN number for my truck,

and we’ve got this neat feature where you can check the vin and this will

actually do a quick check to find your particular, uh, truck. And just,

just so you can confirm and make sure that you’re typing in,

I know VINs are pretty complicated. It’s really easy to, you know, put in a,

you know, a, an s instead of a five or something like that.

And so this was just is one of those steps that we just make it that much easier

to not make mistakes. Um, cuz when mistakes are made,

it creates issues and people owe the I R Rs more money.

And I don’t think any of us wanna pay the i r s more than we have to.

We’ll enter our gross taxable weight for our vehicle.

In most cases it’s over 75,000 pounds if you’re, you know,

a traditional tractor trailer, um, hauling goods. However,

if you do have a lower weight, you can select a lower weight.

There’s a variety of optional options. For example, if,

if it’s a suspended vehicle, which means it’s,

it’s traveling less than 5,000 miles, you can choose those options as well.

Down here you’ll see the five different payment methods. So we,

our goal has always been make it extremely accessible and easy. Um,

so there are, are a couple me payment. The first two payment methods, um,

we will facilitate on your behalf.

So you can pay via your credit card directly through Express Truck Tax.

So there’ll be no other follows needed on your part after you submit the form.

So that’s the one I’m gonna choose today.

We also can do electronic funds withdrawal.

So this will be us taking bank account information and we do not store that.

We simply pass that right on to the, um, the I r s.

And so we don’t actually charge anything to that bank account from Express Truck

Tax. We just pass on that banking in information to the I r s.

The other three payment options are i r s specific payment methods.

E F T P S is an account specifically with the I R S Checker Money order,

or there are third party providers that accept credit and debit cards that the i

r s provides.

Those last three options will require you after you submit your form through

Express Truck Tax,

and it gets accepted by the i s for you to follow up with those payments to the

I r s. So in an effort to kind of just do a a one stop shop,

I’m just going to choose to pay with credit or debit card through Express Truck

Tax, as many of you know, that have filed the 2290 before. Um,

if you’ve got,

if you’re traveling all 12 months and it’s over 5,000 miles and it’s over, uh,

uh, 55 thou, uh, 75,000 pounds,

it’s $550 every year for the tax piece. Okay?

Um, there are other options.

These are all options that the IRS offers on their form,

and so we just present it in a very simple way. Um, you know,

do you consent to disclosure your tax information to other agencies?

Do you want, uh, to allow another person to discuss this return with the I R s?

We default those to note to make the application prosper. Very simple,

but you can choose to, uh, create a different option, therefore, yourself.

One of the benefits of Express Truck Tax is we do have audit capability,

so we will analyze your return,

really just looking for anything that might throw up a red flag. So for,

let’s just say for example,

you you already filed for this truck through Express Truck Tax,

we will catch that at this audit phase so that you don’t accidentally s

submit a duplicate return. So those are the types of things.

We’ll check the VIN to make sure it’s a valid VIN number, uh, and,

and other things like that. Lastly is you,

we’ll come to the RF fees page. So this is where you’ll, uh, check,

basically check out with Express Truck Tax. There is an opportunity to apply,

uh, a promotional code, which we will be sharing here in a few moments for our,

uh, existing Bestpass customers of different sizes. Uh,

we also offer options to get physical copies mailed to you or, uh,

a text copy or a fax copy if that’s something we wish.

Our standard offering is $14 and 90 cents for us to e-file.

And you will get an email with a P D F copy of your Schedule one,

which then you can take to V M V or your I R P office to renew your registration

here. I’ve already got my credit card information loaded up in this example,

but you can add your credit card information to this. Click continue.

And then there’s just a couple of confirmation steps.

There’s an e-signature that’s required for the i r s for us to transmit on your

behalf. And there’s a summary page where we basically ask you to review all the

information, your business information, your return information,

the order confirmation, and then you’ll have to just enter in a pen.

It can really be any combination of digits.

It’s really not required that you memorize this number. However, you know,

if you wanna memorize it,

that’s perfectly fine and you’ll simply click the complete, uh, to pre-file, uh,

that application. Or if you’re watching this at a later date,

and it’s already past July 1st, it’ll say, instead of saying pre-file,

it’ll say file your application. And what’ll happen is, if,

if you file before July 1st during our pre-file season, your,

your filing will be on hold until the i r s opens up

filings for that tax year. If it’s after July 1st,

then it’ll take a couple of minutes for your application to get accepted by the

I r s and for you to get a, a stamped copy of your schedule.

One couple other things that I want to review with you all just to kind of

highlight some of the real benefits and value of Express Truck Tax and,

and really why Bestpass, uh, identified Express Truck Tax as a a value,

uh, partner, is that we have, uh, a an offering called the express guarantee.

And the way the express guarantee works is that if, uh,

if for any reason your ir, your i r s form, your 2290 is rejected,

um, we offer an a hundred percent i r s acceptance or your money back.

Some of the reasons why you might get a rejection is if you’ve already submitted

and, and, and for example, if you submitted, uh,

your VIN through another avenue, um, um, not Express Truck Tax,

the I r s might reject it if, um,

for some reason you have a brand new e i n number that you just got a couple of

days ago, it may not be updated in the i r s system yet, but we have a,

we have step-by-step guides throughout our application that walk you through

in certain scenarios how to really get this return fixed and resubmitted for

free through Express Truck Tax.

We also have a variety of information available on our Express Truck tax

website, uh, for support. We have a knowledge base, uh, uh,

area where you can, um,

look at trending and top FAQs or type in really any term

that you want. We’ve got videos and helpful things through our YouTube channel,

uh, as well as additional video,

additional videos that are available straight on the Express Truck Tax website.

These videos help our customers walk through this and this webinar will be,

will be available also as a later date so you can follow along.

There’s a lot of information within the application that’ll also guide

you as to what to do and how to do it.

Lastly,

as we kind of close down some of the other things for some of the folks that

might be listening to this or watching this that are maybe have a bigger fleet

or a little more complex operation is that through Express Truck Tax,

you can have a singular express truck tax account and manage multiple

businesses within that account.

Here you can see an example over here on the right hand side where, uh, I,

I’m managing both Big Joe’s, big Rig Trucking and Ted’s Trucking. Uh,

I own both of these companies. They’re two separate entities. However,

I still need to submit my 2290 s for both of those companies.

In Express Truck Tax. We have this thing called the Truck Zone,

and what that’ll allow me to do is separate those vehicles,

those trucks between those two companies so that I can really keep track of

what’s, what, what’s where, and it’ll also separate my filings.

And so these are all the filings from Joe’s Big Brake Trucking. However,

Ted’s Trucking, I have not yet filed, uh, any 2290s for Ted’s Trucking.

So these are just some of the other features that just allow us to, uh,

make it easy for some of our, uh,

very straightforward owner operators as well as our complex, you know, uh,

multi-business, uh, situation, uh, trucking companies that have,

you know, a lot of just more complex administrative overhead.

And we wanna simplify that process and make it so that they can come here each

year and take a couple of minutes, get their tax forms done,

and go about serving their business. At this time,

I’m gonna just kind of share those promotions that we’re offering and then we’ll

open it up to any questions and answers.

So to sign up for Express Truck Tax,

you can simply visit express truck tax.com and as you go through the

process of filing your 2290, be sure to enter discount code.

Best pass if you have between one and 24 trucks,

or if you have more than 25, if you, if more than that,

if you have between 25 and a hundred trucks,

use the discount code BP Fleet.

These promo codes are only valid until the end of this month during our

pre-filing season. Um,

but we would encourage you to use them and save a couple of dollars.

So I’ll turn it back to Caitlyn at this time to see if there’s any questions

that I might be able to answer for y’all.

Great, thank you so much, Joe. I learned a lot myself in that, that little,

um, demo. So we did have a couple questions come in. Um,

so one of them is, you know, someone has, uh,

is is using some someone else.

Can you really pinpoint like what are the benefits of using Express Truck

tax over say, an accountant doing it by hand, um,

or other e-filing solutions?

Yeah, so the thing that, you know, I recently,

I went attended the MidAmerica Trucking show up in Louisville,

Kentucky and got a chance to really talk to a lot of customers and really as I

beca came on,

asked them similar questions as to why they’ve been using Express Truck Tax.

And what I really heard over and over again was really was really a couple

things. Uh, number one was affordability.

Sometimes using the accountant can be, uh, more expensive. Um,

and although it might be very easy, hey, I send my accountant all my stuff, it,

it costs a little bit more. And, and in today’s day and age and economy,

we wanna reduce costs as much as possible. Number two is it gives you a way to,

to self-manage, you know, if your accountant never goes outta business or, um,

for whatever uh, reason you need to do it yourself,

it just gives you that control, um, that a lot of our customers value.

Lastly is really just the simplicity and the convenience.

There’s a lot of little benefits that that Express Truck Tax over

offers, over some of the other e-filing, uh, providers.

Some of those are the express guarantee, which offers a hundred percent, um,

i r s acceptance or your money back. The other is our, our customer service. Uh,

our policy on customer service is that when you call, you get a person.

And if we don’t call, if you, if we don’t pick up your call,

we’re gonna call you back. Um,

and so we really pride ourselves on our customer service team and,

and the service that we provide to our customers so that they know that if

they’ve got questions that we can answer those questions and get them back on

the road as quickly as possible.

Excellent. So I hope that answered that question. All right, uh,

next my carrier, uh, needs my 2290.

How do I get it to them after I file through Express Truck Tax?

So that’s a great question. And so there’s,

there’s really a couple of nuances there.

And so if you are currently on with a co carrier, the first thing I might do is,

is check with that carrier to see if they already have an established

partnership with Express Truck Tax. The reason we suggest that is because they,

they may get discounts. What I,

what I can tell you is if you’re going to use the Best Pass coupon code,

you’re gonna get the best discount with that one.

So that was def that would definitely be what I encourage. Uh, we know, uh,

for example,

Landstar is one of our partners and so they have their own actual landing page

called Landstar 22 ninety.com,

where that will filter straight through Express Truck Tax.

And once you become affiliated with them,

your Schedule one will get sent to them each and every single year. The second,

uh, way is at the end of the filing process. Uh, when once it’s,

once you’re complete, you’ll, there’ll be a screen and it’ll,

it’ll give you a couple of options on where on,

on if you wanna send it to someone.

So you can simply type into those fields an email address of your carrier and we

will automatically send it over to them on your behalf. Lastly,

the old fashioned way, as soon as you get the email from us,

you can forward it on over to them.

Seems simple enough. Yes. All right.

Let’s see if we have any other questions. It looks like Joe, you had,

you did a great job of answering everyone’s everyone’s questions.

I do wanna reiterate that if you, um,

our promotion running through June 30th,

if you are between one and 24 trucks, use, uh,

discount code Best Pass if you are 25 and above, um, yes,

thank you.

You’ll use Discount Code BP fleets and you can put that in that promotion,

that promo code field that Joe pointed out during the demo.

Thank you guys all for joining. If you have any questions, um,

please let us know. You will be getting, um,

a copy of this recording so you can look at it at a later date,

but we encourage you to use Express Track text this filing season.

Thank you guys very much.

Thank you all.

Bye.