Schedule E Organizer

Schedule E Organizer

Supplemental Income and Loss
From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICs, etc. Complete one form for each rental property owned.
SCHEDULE E ORGANIZER*
TAX YEAR
Name(s) shown on return*
Email address*
example@example.com
Physical address of property:*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Did you make any payments in the tax year that would require you to file Form(s) 1099?*

YesNo
Type of property

Single Family ResidenceMulti-Family ResidenceVacation/Short-Term RentalCommercialLandRoyaltiesSelf-RentalOther
Fair Rental Days
Personal Use Days
Is this a joint venture?

YesNo
Income
Rents Received
Royalties Received
Expenses
Advertising
Auto and travel
Cleaning and maintenance
Commissions
Insurance
Legal and other professional fees
Management fees
Mortgage interest paid to banks, etc.
Other interest
Repairs
Supplies
Taxes
Utilities
Other expenses (list)
Depreciation expense?
If yes, your tax preparer will contact you for additional information when working on your tax preparation.
Privacy
We value our clients' privacy. Your Schedule E Organizer is encrypted when you click the Submit button below. Furthermore, we are committed to protecting your Personally Identifiable Information (PII). We offer Client Xchange as our only secure method of submitting your tax forms/documents, such as W-2, 1099 forms, etc., with PII. We are unable to ensure the security of PII sent via alternative methods and therefore cannot be held responsible for such transmissions.*

Acknowledge
Verification
I verify that the information and financial values I have provided on this Schedule E Worksheet are true, accurate and complete to the best of my knowledge and belief, and that I possess the corresponding receipts and documentation to be retained with my tax records.*

I verify
Initials*
Date*

MonthDayYear
Date
Should be Empty:

Schedule E Organizer

Income

Expenses

Privacy

Verification