Rental Property Worksheet

The Accounting Office of Lauryn Charles, MBA EA

461 E Hillsboro Blvd Ste 200, Deerfield Beach, FL 33441 t: 954-933-1558 f: 888-680-8909
www.AFSGConsulting.com
Schedule E / Rental & Investment Properties

2020 Rental Income & Expense Worksheet
TO SAVE OR SUBMIT CHECKLIST- The bottom of this form allows you to save a draft and/or submit when complete. You can also print using your web browser's print option.
Note: A Separate Schedule E must be prepared for each property. You can print or submit multiple versions of this form. One for each property.
Client/Taxpayer Name*

First NameLast Name
Email*
example@example.com
1. Name of Property
2. Type of Property
3. Property Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
4. Original Purchase Price & Date:
New Clients - Please Provide history of depreciation or original HUD/closing documents.

5. 2020 Rental Days - this is especially important for properties with partial personal use. Total number of days should add up to 365.

	2020
Date First Available for Rent:
Number of Days Rented:
Number of Days Vacant, but Available to Rent:
Number of Days Vacant due to repairs/maint/construction:
Days of Personal Use:

Total Days
6. RENTAL INCOME - Please include amounts from Forms 1099-Misc and any other rental income received in 2020.
Round to the next dollar.
7. EXPENSES - Use the worksheet below to list the property expenses for the tax year by category (only need total for the year). The taxpayer is responsible for maintaining all backup documentations to support expenses claimed on Schedule E. Separately, supply the major property improvements, furniture, appliances, etc. in the Fixed Asset detail below.

RENTAL PROPERTY EXPENSE WORKSHEET

8. Please list improvements & fixed assets put in service in 2020 below.

9. Did you receive an Economic Injury Disaster Loan (EIDL) as a landlord of this property?

YesNoNot Sure
9 a. How much was the loan amount ?
9 b. Please describe how you used the funds and how much you have remaining.
Rental Property Uploader

Browse Files
Label with Property Name or Address Cancelof

NOTES & UPLOADER
NOTES TO YOUR ACCOUNTANT:
Additional Files, or Single PDF for all Documents

Browse Files
Misc. Tax Records Cancelof
Thank you for your business!

The Accounting Office of Lauryn Charles, MBA EA