Even though we are not office workers, truck drivers still have to deal with a lot of paperwork. Both on the job and at home, we can drown in a sea of paperwork if we are not careful. Here are a few tips I have learned over the years to stay afloat:
- Give it a home. In your truck, designate a place for each kind of paperwork – receipts, toll tickets, shipper bills, scale tickets, and the like. At home, designate places for bills, envelopes, stamps, and coupons. Get a small file cabinet for papers that need to be kept for a while.
- Put every piece of paper in its place as soon as you can. Nothing is worse than facing a tall stack of paperwork.
- When you open your mail, throw the outer envelope away immediately. Separate bills from personal mail, and put the bills you need to pay right away near the stamps and envelopes.
- Even better, sign up to pay as many of your bills as you can online, thus reducing the paper stack, and your chances for being late paying the bills.
- Each company has its own way of getting the bills from the consignee through you, the driver. Some use Transflo, some use other transmitting methods. Don’t let yourself get behind in submitting the bills; most times your paycheck will be behind, too. One company I worked for used Transflo and doing several loads’ worth of their fill-in-the-bubble coversheets was not fun.
- Keep track of any receipts for tax purposes. Know what is deductible. Owner-operators have a different accounting system than do company drivers, but many of the deductions are the same. If you lose a receipt, you lose money! Also, keep receipts for items you may need to return.
- Immediately throw away receipts that you don’t need. You really don’t need the receipt for your lunch, because it immediately comes out of your account if you use your debit card.
I hope these tips help to keep you from getting lost in the piles.
, Personal Documents