Answer the checklist to see where the quarter stands.
Answer the seven questions to see where the quarter stands.
EssentialFix the quarter and its start and end dates before anything else is totalled.
EssentialRecover beginning and ending odometer or trip-source mileage for the period.
EssentialRebuild distance by jurisdiction from your trip records before preparing the quarter.
EssentialAssign tax-paid gallons to the jurisdiction where the fuel was purchased.
ReviewRe-check receipts that are missing date, seller or location, fuel type, gallons, or amount.
ReviewReview unassigned miles and unassigned fuel and decide where each one belongs.
EssentialCollect and retain the source documents that support the totals you plan to report.
A readiness check, not a tax calculation and not a filing. It does not compute liability, submit anything, or represent acceptance by any agency. Your records remain your responsibility.