Tools built for the way jobbers actually file
The same software we run on our own recovery work. Clients download it from the secure portal — sign in with the account we set up for you.
Cardlock Analysis
Find the exempt gallons hiding in your cardlock detail.
Reads your cardlock and fleet fueling transaction detail and works out which gallons carried tax they should not have - by customer, by site, by product.
- Handles remote sales and exempt customer detail
- Flags the transactions a refund claim can be built on
- Exports straight into the filing worksheets
Sales Tax Rates for All 50 States
Current rates, every state, one file.
A maintained rate table covering all fifty states, kept current as jurisdictions change. Check what you were charged against what actually applied on the day.
- All fifty states in one place
- Updated as rates change
- Drops into a spreadsheet you already use
Tax Filing Aids
Templates and tools that make the monthly filing shorter.
Worksheets and helper tools for preparing monthly excise and sales tax filings - built around how jobbers keep their records, not how a form assumes they do.
- Worksheets for excise and sales tax
- Cuts the monthly preparation down
- Same tools our own filing work runs on
Where the installers live
Packages are kept in the secure client portal rather than out on the open web, so you always get the current build from us and nothing else.
- Sign in once. The same account you use for documents and invoices — no second password.
- Always current. The download button gives you the latest release, with the version and date shown.
- Roll back if you need to. Earlier versions stay available underneath.
- Release notes. Every update says what changed before you install it.
Need an account?
Or lost your sign-in.
Portal accounts are set up by our office. If you are a client and do not have one yet, or cannot get in, call and we will sort it out the same day.
- Phone (530) 592-5046
- Email info@taxtraks.net
- Hours Monday - Friday, 8:00 AM - 5:00 PM PT
The software finds it. We go and get it back.
The tools are only half the job. The assessment costs nothing and tells you whether there is a recovery worth pursuing.