November 18, 2024

A Complete Guide to IFTA Filing for Truck Drivers

What Documents You Need

As a truck driver, you're familiar with the many responsibilities that come with the job—navigating highways, maintaining your rig, and ensuring timely deliveries. But there’s one more crucial task you can’t forget: IFTA filing. Whether you’re a solo owner-operator or part of a fleet, understanding the International Fuel Tax Agreement (IFTA), and knowing the proper documentation required for filing is essential to staying compliant and avoiding penalties.

In this post, we’ll walk you through the basics of IFTA and give you the lowdown on what documentation you need to file your quarterly reports with ease.

What is IFTA?

The International Fuel Tax Agreement (IFTA) is an agreement between 48 U.S. states and 10 Canadian provinces that simplifies the way fuel taxes are collected for commercial motor vehicles traveling across state or provincial lines. Instead of filing separate fuel tax reports in every state or province you drive through, IFTA allows you to file one quarterly return with your base jurisdiction (the state where your trucking company is registered).

By filing IFTA, you report the amount of fuel you’ve purchased, the miles you've traveled, and the fuel consumption in each jurisdiction. This ensures that you pay the right amount of fuel tax based on where you’ve driven and fueled up.

Why is IFTA Filing Important?

IFTA compliance is crucial for several reasons

  • Avoid Penalties: Failing to file or pay IFTA taxes can result in hefty fines, penalties, and interest charges.
  • Stay Legal: Operating without proper IFTA documentation can lead to enforcement issues and potential audits.
  • Keep Your Truck on the Road: In some jurisdictions, you won’t be able to renew your vehicle’s registration or get new permits without being IFTA-compliant.

What Documentation Do You Need to File IFTA?

To file an accurate IFTA return, you need to keep precise records and documentation of your fuel purchases, miles traveled, and the routes you’ve taken. Here's a breakdown of the key documents and records required for filing:

1. Fuel Receipts

Fuel receipts are your most critical documentation when filing IFTA. For each fuel purchase, you must keep a receipt that includes the following details:

  • Date of purchase: The day you bought the fuel
  • Amount of fuel purchased: The number of gallons or liters of fuel bought.
  • Price per gallon/liter: The cost of the fuel per unit.
  • Fuel type: Whether it was diesel, gasoline, or another type of fuel.
  • Location: The state or province where you purchased the fuel (important for allocating taxes).

If you’re operating in different regions, make sure to store receipts from every jurisdiction you fuel up in. Electronic receipts are also acceptable as long as they provide the necessary information.

2. Trip Sheets or Mileage Logs

You’ll need to keep a mileage log or trip sheet for each vehicle in your fleet. These logs must detail:

  • The miles traveled in each state or province: This is used to calculate the fuel tax liability in each jurisdiction.
  • The route: Include start and end points, so it’s clear where the truck was traveling.
  • The total distance for each trip: Be sure to record both loaded and empty miles if applicable.

Many truck drivers use electronic logging devices (ELDs) or mobile apps to track miles automatically, but paper logs are also acceptable as long as they are accurate and complete. With Greenlane, you have the ability to record your odometer reading with each fueling.

odometer

3. Quarterly Mileage and Fuel Purchase Summary

At the end of each quarter, you’ll need to summarize your mileage and fuel purchases by jurisdiction. This includes:

  • Total miles traveled in each state or province.
  • Total fuel purchased in each state or province.
  • Fuel used in each state or province.

Most IFTA filing systems (either through your state’s Department of Revenue or an online platform) will require you to break down your totals by jurisdiction to calculate how much fuel tax you owe or are entitled to refund.

With Greenlane, you can download a transaction report for your fuelings by going to “Profile” and scrolling down to “Transaction Report”.  You can download by quarter.  A spreadsheet report will be emailed to you.

4. IFTA License and Decals

When you’re registered for IFTA, you’ll receive an IFTA license and decals for your truck. Make sure to carry your IFTA license in your vehicle and display the decals on both sides of your truck. These serve as proof of IFTA registration and can be checked by authorities during roadside inspections.

5. Proof of Exemptions (If Applicable)

Some vehicles or operations might be exempt from IFTA, such as those with a gross weight of 26,000 pounds or less or vehicles that only operate within a single state or province. If you believe your operation qualifies for an exemption, be sure to keep documentation proving this (e.g., weight slips, operating areas, etc.).

Step-by-Step Guide to Filing IFTA

Once you’ve gathered all your documentation, follow these general steps to file your IFTA return:

1. Collect Your Data

Ensure you have the following:

  • Fuel receipts (for all purchases).
  • Mileage logs or trip sheets (showing miles traveled in each state/province).
  • A summary of your fuel purchases and mileage for the quarter.

2. Log Into Your Base Jurisdiction’s IFTA System

Your base jurisdiction is where your IFTA account is registered (typically the state where your business is headquartered). Log into the IFTA filing portal or system for your state/province to start your filing process.

3. Enter Your Mileage and Fuel Data

Using the fuel receipts and mileage logs, enter the details into the online IFTA form. This will include:

  • Total miles driven in each jurisdiction.
  • Total gallons (or liters) of fuel purchased in each jurisdiction.

4. Review Your Filing

Before submitting, review the data carefully to ensure everything is accurate. Errors could lead to penalties or audits. Many systems will automatically calculate the taxes owed or refundable based on your entries.

5. Submit Your IFTA Return

Once everything looks good, submit the form and pay any taxes due. If you’re entitled to a refund, you’ll receive a check or credit from the jurisdiction.

Key Tips for Staying IFTA Compliant

  • Keep accurate records: This is the most important part of IFTA compliance. It’s easier to keep track of receipts and logs regularly rather than trying to catch up at the end of the quarter.
  • Use an IFTA software or app: Many truckers use digital tools to track miles and fuel automatically. Consider using an app that integrates with IFTA filing to make the process smoother.
  • Don’t mix business and personal miles: Make sure you’re tracking only business-related miles for IFTA purposes. Personal miles need to be excluded from your filings.
  • Submit on time: IFTA filings are due quarterly. Mark your calendar and set reminders so you don’t miss the deadlines. Late filings can lead to penalties and interest.

Key Tips for Staying IFTA Compliant

  • IFTA compliant emailed receipts with each purchase: Every time you purchase fuel using the Greenlane app, a receipt is emailed to you.  You always want to go by this emailed receipt and NOT the pump receipt, as the fuel stop is not providing you the discounted price, but we are.  The pump receipt does NOT reflect what you actually paid for the fuel and taxes applied. Greenlane's emailed receipt provides the following required information:
email receipt
  1. Date of purchase: The day you bought the fuel.
  2. Amount of fuel purchased: The number of gallons or liters of fuel bought.
  3. Price per gallon/liter: The cost of the fuel per unit.
  4. Fuel type: Whether it was diesel, gasoline, or another type of fuel.
  5. Location: The state or province where you purchased the fuel (important for allocating taxes).
  • IFTA compliant spreadsheet report to help with filing: By going to “profile” in your Greenlane app, there is a button called “Transaction Report.” You can download a report whenever you wish for any quarter.  Purchases made in the current quarter will not reflect in the report for 24 hours.  The report includes the following information:
Transaction report
  1. Driver’s Name: This is helpful if you are filing for a fleet.
  2. Business Name: This reflects the name of your trucking company as set up in the Greenlane app.
  3. Unit/Truck #: This is helpful especially if you are filing for a fleet or what documentation in regards to just the usage and fueling of a truck.
  4. Odometer: This records the truck’s odometer reading at each fueling.
  5. State: The state the fuel was purchased in.
  6. City: The city the fuel was purchased in.
  7. Fuel Stop’s Name & Store number.
  8. Date & Time of purchase.
  9. Timezone that the purchase was made in.
  10. Fuel Cost: This is the amount you paid for the fuel through us.
  11. Fuel Amount: This is the number of gallons of fuel purchased.
  12. Total Cost: This is the total amount of money spent on fuel at that fueling.

Conclusion

Filing IFTA may seem complicated at first, but once you understand the required documentation and processes, it becomes much more manageable. By staying organized with your fuel receipts, mileage logs, and other required documents, you’ll be able to file your IFTA return accurately and on time.

Remember, the key to smooth IFTA filing is consistency. Track your miles and fuel purchases regularly, and don’t let the paperwork pile up. With the right documentation and a little attention to detail, you can stay compliant and keep your truck rolling down the highway with no worries about IFTA penalties.

Article by Rachel Hagedorn-Sherry, Head of Customer Care @Greenlane.

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