Schedule E Rental Organizer
Name
*
First Name
Last Name
Business name and/or Property Address
Business EIN, if applicable
Did you make any payments in 2023 that would require you to file Forms(s) 1099?
*
Yes
No
Unsure, let's discuss it
Did you, or will you, file the required Form(s) 1099?
Yes
No
Unsure, let's discuss it
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Income
Gross rent received
*
Other income (include the amount and description)
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Expenses
Please use exact amounts rounded to the nearest whole dollar
Advertising
Cleaning and Maintenance
Commissions Paid
Insurance
Legal and professional services
Management Fees
Mortgage Interest Paid
Other Interest Paid
Repairs
Supplies
Taxes
Utilities
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Business Travel & Meals
Business Travel Expenses (do not include mileage or vehicle costs here - do not include the costs of commuting or driving to local job sites)
Business Meals (do not include solo meals, snacks, coffee, groceries or lavish work meals - see infographic below)
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Employees & Contractors
Select if Not Applicable
N/A
Wages for employees, send quarterly payroll returns and W2s with your tax documents
Contract labor hired
Pension and profit-sharing plans:
Employee benefits
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Other Business Expenses
Amount & Description
Amount & Description
Amount & Description
Amount & Description
Amount & Description
Amount & Description
Amount & Description
Amount & Description
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Home Office Expenses:
Only for use with home offices used EXCLUSIVELY for the business
Do you have a home office used exclusively for this business activity?
Yes
No
Unsure, let's discuss it
Total Area of the Home:
square footage
Area of the Office used EXCLUSIVELY for business:
square footage
Home Insurance
Home Repairs & Maintenance
Home Mortgage Interest
Home Property Tax
Home Rent
Home Utilities
Gas, Electric, Water, Security, Heat etc.
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Vehicle Expenses
Do you have a vehicle that you use for this business activity
Yes
No
Unsure, let's discuss
What is the make and model of this vehicle?
What is the approximate date place in service for your business activity?
-
Month
-
Day
Year
Date Picker Icon
Total miles driven in 2023
Miles driven for this business activity in 2023
Parking and Tolls for this business activity
Do you have another vehicle that you used for this business activity?
Yes
No
What is the make and model of this vehicle?
What is the approximate date place in service for your business activity?
-
Month
-
Day
Year
Date Picker Icon
Total miles driven in 2023
Miles driven for this business activity in 2023
Parking and Tolls for this business activity
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Is there anything else that you would like to share with your tax professional about this rental activity?
Submit
Should be Empty: