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

2023 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. 2023 Rental Days - this is especially important for properties with partial personal use. Total number of days should add up to 365, except in year of inception.

	2023
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 2023.
Typically this is the monthly rent x 12 months.
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

	2023
Advertising
Auto & Travel
Cleaning & Maintenance
Commissions
Insurance
Legal & Professional Fees
Management Fees
Mortgage Interest
Small Repairs (<$500)
Supplies
Real Estate Taxes
Utilities
Other

Total Expenses (before depreciation)

8a. PURCHASES - Please list improvements & fixed assets put in service in 2023 below.

	Name of Item	Type of Asset	Date Purchased	Date in Use/Completed	Total Cost + Labor
1
2
3
4
5

8b. SALES - Please list assets you sold or disposed of during 2023.

	Name of Item	Type of Asset	Date Sold or Disposed of	Selling Price	Selling Expenses (i.e. Commissions)
1
2
3
4
5

Rental Property Uploader

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Label with Property Name or Address Cancelof

NOTES & UPLOADER
NOTES TO YOUR ACCOUNTANT:
Additional Docs Uploader

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Misc. Tax Records Cancelof
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The Accounting Office of Lauryn Charles, MBA EA

Schedule E / Rental & Investment Properties