HaulMath / Tools / Trucking Compliance Calendar

Trucking Compliance Calendar

Every filing, renewal and expiration — days left and a color-coded status

$19one-time · instant download
Buy now — $19

Prefer Etsy? This tool on Etsy.

  • Excel 2016+ and Google Sheets
  • .xlsx, no macros
  • 5 tabs
  • Example data included
Trucking Compliance Calendar spreadsheet preview

What it does

Owner-operators lose authority, plates and loads over missed paperwork, not bad driving. This workbook keeps every recurring filing, renewal and expiration for up to 10 trucks and 10 drivers in one place, figures the next due date for you, and flags what is coming first — live against today's date every time you open it.

  • Calendar tab with 18 obligations already set up: IFTA quarterly returns (Q1–Q4), Form 2290 heavy vehicle use tax, UCR registration, IFTA license & decals, MCS-150 biennial update, IRP cab card, annual DOT inspection (tractor and trailer), CDL expiration, medical card, Drug & Alcohol Clearinghouse query, annual MVR review, insurance renewal, consortium enrollment and state weight-distance permits
  • Fixed-date items (IFTA quarters, 2290 Aug 31, UCR Dec 31) are calculated from today's date — they roll forward to next year's deadline automatically, and if your "last done" date falls inside the filing window the item moves to next year on its own
  • Interval items figure next due = last done + the interval in months (12 for the annual inspection, 24 for MCS-150); expiration items use the date you type
  • Days left and a color-coded status for every line — OK (green), Due Soon (orange, 30 days or less), Overdue (red) — plus a NEXT 5 DUE box that always lists what is coming first, overdue items on top
  • Four live counters at the top: overdue, due within 30 days, on track, and days to the next deadline
  • Documents tab: 30-row expiration tracker with a dropdown for CDL, medical card, cab card, 2290 Schedule 1, insurance certificate, annual inspection, lease agreement, registration and IFTA license — holder, issued, expiration, days left, status and a NEXT 5 TO EXPIRE box
  • Reference tab with the fixed IFTA / 2290 / UCR deadlines, the recurring items, the MCS-150 update schedule from your USDOT number, and the agency sites (fmcsa.dot.gov, irs.gov/form2290, iftach.org, plan.ucr.gov) — no fees or tax rates are stated, so nothing in the file goes stale

What's included

  • 1 Excel workbook (.xlsx) with 5 tabs: Start Here · Calendar · Documents · Trucks & Drivers · Reference
  • Dropdowns for obligation type and document type — the document list lives on the Trucks & Drivers tab so you can rename it to match your paperwork
  • Realistic example dates already filled in (written as formulas from today) so every status, counter and NEXT 5 DUE box is live the moment you open it
  • Start Here tab with 5 steps and a color legend
  • Instant digital download — no subscription, no macros

Tabs

  • Start Here
  • Calendar
  • Documents
  • Trucks & Drivers
  • Reference
The Calendar tab of the Trucking Compliance Calendar
The Calendar tab, shown with the example data that ships in the file. Orange cells are inputs; everything else is calculated.

How it works

  1. Download the .xlsx and open it in Excel, or upload it to Google Drive and open with Google Sheets.
  2. On the Calendar tab, type the last-done or expiration date for each obligation in the orange cells; fixed-date items already know their deadline.
  3. On the Documents tab, add one line per CDL, med card, cab card, insurance certificate, inspection or registration with its expiration date.
  4. Read the status column and the NEXT 5 DUE box. Open the file once a week and nothing sneaks up on you.

Who it's for

Owner-operators with their own authority, small fleets (1–10 trucks) and anyone keeping driver qualification files who wants one page that answers "what's due next?" without a subscription. If you track dates on a wall calendar or in your head today, this replaces both.

Trucking Compliance Calendar — $19

Instant download after checkout. Buy once, keep the file. Part of: Owner-Operator Complete Toolkit — $79

Questions

Does it work in Google Sheets?

Yes. Upload the .xlsx to Google Drive and open it with Google Sheets (File → Import). Every formula, dropdown and color is standard and works in Excel 2016 or newer, Excel for Mac, Excel 365 and Google Sheets.

Will the deadlines still be right next year?

Yes. The fixed deadlines (IFTA quarters, Form 2290, UCR) are formulas based on today's date, so they roll to the next occurrence every year with no edits. Interval and expiration items use the dates you type. Updates are free: message us on Etsy or email hello@gethaulmath.com.

What is the refund policy?

Digital files can't be returned once delivered. If something in the file doesn't work as described, message us with the tab and cell and we'll fix it and send the corrected file — or refund you if we can't.

Made with AI assistance: this template was designed by HaulMath using AI tools for layout and formulas, then reviewed and tested by a person.

This is a calculation tool, not tax, legal, or compliance advice. Verify rates and deadlines with your tax professional and the agencies linked inside the file.