Rental Property Tax Organizer
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Rental Address #1
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Rental Address #2
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Rental Address #3
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Rental Income & Expenses
Rows
Rental #1
Rental #2
Rental #3
Type
Fair Rental Days
Personal Use Days
Date placed in service
Income: Rents Received on 1099
Income: Rents Rcvd not on 1099
Advertising
Cleaning & Maintenance
Commissions
Insurance
Legal & Professional
Management Fees
Mortgage Interest to Banks
Other Interest
Repairs
Supplies
Taxes
Utilities
HOA
Other Expense #1
Other Expense #2
Other Expense #3
Did you make any improvement such as a new roof, wall to wall carpet, etc?
Yes
No
If yes above please provide detail. (Type, Date, Cost)
How is the title held for the property?
As Individual(s)
LLC
Trust
Corporation
Other
Do you share ownership with anyone else besides your spouse?
Yes
No
Is your rental considered a vacation rental where you use it as well as rent it out? Do you list it on VRBO or AirBNB, like a ski-condo or beach house?
Yes
No
Property Information
Rows
Property #1
Property #2
Property #3
Date Purchased
Cost
Date placed in service
Date taken out of service
Signature
Date
-
Month
-
Day
Year
Date
Continue
Continue
Should be Empty: