Rental Property Tax Organizer
If you track your rental property's financial transactions using bookkeeping software or a spreadsheet, please upload those documents through your portal. You do not need to enter that information in duplicate here.
Name
First Name
Last Name
Tax year for provided info
Please Select
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
1960
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1958
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1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
Rental Income
Enter Rental Locations (one per submission)
Expenses
Add Dollars spent by Location
Advertising
Cleaning and Maintenance
Commissions
Insurance
Legal and professional fees
Management fees
Mortgage interest paid to banks
Other interest
Repairs
Supplies
Taxes
Utilities
Other (list) $
Property Information
If this is your first year with our firm, please provide a depreciation schedule for all property placed in service before 2020.
Property Purchased: Treat the cost of improvements made to real property as the purchase of a new asset.
Property SOLD or Taken out of Service
Please enter any additional notes or questions you have for your tax preparer here:
Should be Empty: