New Authority Trucking Bundle: Business Plan, Safety Audit, Profit and IFTA, Excel & Google Sheets

New Authority Trucking Bundle with the four HaulLedger kits for your first year under your own authority: the Trucking Business Plan Template & Startup Kit, the New Entrant Safety Audit Prep Kit, the Owner Operator Profit & Expense Tracker and the IFTA Fuel & Miles Tracker, in one instant download for Excel, Google Sheets, Word and Google Docs.

Plan the business and price your startup, get your safety files audit-ready, then track every load, your cost per mile and your quarterly IFTA miles and fuel. A 2-page Start Here guide shows which kit to use when.

✓ SAVE VS. BUYING SEPARATELY
Bought separately at regular listing prices: Startup Kit $17.99 + Safety Audit Prep Kit $16.99 + Profit & Expense Tracker $19.99 + IFTA Tracker $12.99 = $67.96. The bundle is $44.99 for the same files, $22.97 less.

✓ WHAT YOU RECEIVE (one ZIP, 16 files in 4 folders)
• START HERE PDF (2 pages): the order to use the kits, from planning to your first IFTA quarter

1. Trucking Business Plan Template & Startup Kit (6 files)
• Business Plan Template (Word .docx + PDF, 15 pages): 9 sections that follow the SBA's traditional business plan format, with [bracketed] placeholders, guidance prompts and a filled SAMPLE executive summary
• Startup Cost Calculator (Excel, 6 tabs): total cash needed to start, monthly costs, break-even rate per loaded mile, a 12-month cash runway and 3-year projections with an optional loan and debt service coverage (DSCR)
• Trucking Business Startup Guide (21-page PDF): lease-on vs. your own authority; USDOT number and operating authority in Motus; BOC-3, insurance filings and the protest period; UCR, IRP, IFTA and Form 2290; drug and alcohol program; ELD; the safety audit; brokers, factoring and your first 90 days
• New Authority Checklist + First 90 Days Checklist (3-page printable PDF) and a Quick Start PDF

2. New Entrant Safety Audit Prep Kit (4 files)
• Safety Audit Guide (19-page PDF): how the audit works and is scored, the timeline, offsite (NEWS) audits, the 16 automatic-failure violations in plain English, checklists A to F (company and insurance, driver qualification files, drug and alcohol, hours of service / ELD, vehicle maintenance, accident register), an audit-week game plan, what to do if you fail, record retention and official sources
• Safety Audit Tracker (Excel, 10 tabs): key dates (12- and 18-month marks, MCS-150 update deadline), up to 10 drivers and 10 vehicles with document due dates and status, accident register, NEWS upload checklist and a dashboard with an automatic-failure watch list
• Editable Checklist (Word / Google Docs, 9 pages) and a Start Here PDF

3. Owner Operator Profit & Expense Tracker (3 files)
• Profit & Load Tracker (Excel, 5 tabs: Dashboard, Quote, Loads, Expenses, Guide): log loads, payments and expenses; see revenue, profit, revenue and cost per mile, unpaid balances and overdue loads; quote the minimum rate for your target margin
• Quick Start Guide (6-page PDF) and Weekly Review Worksheets (2 printable pages)

4. IFTA Fuel & Miles Tracker (2 files)
• IFTA Tracker (Excel, 6 tabs): trip miles by jurisdiction, fuel receipt log and an IFTA summary for 48 states and 10 Canadian provinces with fleet MPG, taxable and tax-paid gallons and estimated tax due or credit, plus a quarterly dashboard. Tax rates are editable, and you can reuse it every quarter
• Quick Start Guide (PDF)

✓ HOW TO USE IT
1. Before you apply: plan with the Startup Kit. Price your startup in the calculator, fill in the business plan and work through the authority checklist.
2. Once your USDOT number is active: set up the Safety Audit Tracker with your drivers and trucks and build your files before the first load.
3. From your first load: log every load and expense in the Profit Tracker and quote loads with the Quote tab.
4. Every trip, filed quarterly: log miles by state and fuel receipts in the IFTA Tracker, then enter the current rates before you file.

✓ WHO IT'S FOR
• Company drivers and lease-on drivers moving to their own authority
• New semi, box truck and hotshot owner-operators and small new fleets
• U.S. interstate property carriers

✓ SOFTWARE
• 4 Excel workbooks (.xlsx), built for Excel 2016 or newer. Each was test-imported into Google Sheets and gave the same results. Excel's sheet protection doesn't carry over to Google Sheets, so type only in the orange cells there. No macros, no add-ons, no subscription.
• Business plan template and audit checklist: Microsoft Word or Google Docs (.docx). The business plan also comes as a PDF.
• Guides, checklists and worksheets: any PDF reader. Printables are US Letter.
• Desktop or laptop recommended.

✓ HONEST LIMITS
• These are planning, checklist and recordkeeping tools. They don't file anything for you, and nothing here guarantees a loan, approval of your authority or passing the safety audit.
• The IFTA tracker estimates tax from the rates you enter; rates are not pre-filled. IFTA generally applies only to vehicles over 26,000 lb or with 3 or more axles, so many box trucks and light hotshots don't need it.
• Hazmat, passenger and household goods carriers get onsite audits and extra rules that the safety kit flags but doesn't cover in depth. Intrastate-only carriers may follow state programs instead.
• The trackers check the numbers and dates you enter. They can't tell whether a document is complete or correct.
• Dollar amounts in the startup calculator are sample placeholders, not quotes or official fees.

✓ PREFER ONE PART? (sold separately)
• Trucking Business Plan Template & Startup Kit: https://www.etsy.com/listing/4589609276/trucking-business-plan-startup-kit-new
• New Entrant Safety Audit Prep Kit: https://www.etsy.com/listing/4590904254/new-entrant-safety-audit-checklist-fmcsa
• Owner Operator Profit & Expense Tracker: https://www.etsy.com/listing/4589303856/owner-operator-trucking-spreadsheet
• IFTA Fuel & Miles Tracker: https://www.etsy.com/listing/4589329541/owner-operator-ifta-fuel-miles-tracker
• Just the two trackers: Profit + IFTA Duo Bundle: https://www.etsy.com/listing/4589339606/owner-operator-trucking-bundle-profit

✓ IMPORTANT
Educational and planning use only, not legal, tax or financial advice. Rules, fees and tax rates change, so verify every step with FMCSA (fmcsa.dot.gov), the IRS, your base IFTA jurisdiction and your state, and talk to qualified legal, tax and insurance professionals. The startup guide was checked against official FMCSA, IRS, UCR, IFTA and state sources on October 6, 2026, and the safety audit kit against 49 CFR and FMCSA sources on October 7, 2026. HaulLedger Studio is not affiliated with FMCSA, the U.S. DOT, the SBA, the IRS, IFTA, Inc., the UCR Plan or any state agency.

✓ DIGITAL DOWNLOAD AND LICENSE
This is an Instant Download. No physical item will be shipped. After purchase, download the ZIP from your Etsy Purchases page. For one buyer's use in one business; please do not resell or share the files. Because this is a digital file, returns and exchanges aren't accepted, but message us if anything doesn't open and we'll help.

✓ AI DISCLOSURE
The guides, business plan template, workbooks, checklists and listing images were created with AI assistance and reviewed by HaulLedger Studio through recalculation checks, Google Sheets and Google Docs import tests, official-source fact checks and visual checks.