Investment Property Questionnaire

The information collected in this form will be used by Emboss Accounting to complete your tax return for the financial year specified by you. Unless stated otherwise, all questions apply to the period you have selected.

Depending on your answers, we may still need to contact you for further information.

Please select the financial year that you are completing this form for*

Please specify: *

State the applicable year that you require a tax return for:

Your Name*

First NameLast Name

Address of rental property (please note that if you own more than one rental property, you will need to complete a separate questionnaire for each property) *

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Who owns the property?*

YesNo

Date property first earned rental income*

Date

Number of weeks the property was rented this year*

Number of weeks the property was available for rent this year*

(Eg. either tenanted or actively advertised and ready for tenants)

YesNo - Self managedNo - AirBnb or similarOther - please specify below

Entire house or unit rented to long term tenantsEntire house or unit rented on short-term basis (eg. holiday house, including airbnb)Our main residence - part of property rented out to tenants on a long term basisOur main residence - part of property rented out to tenants on a short-term basis (eg. airbnb)Other - please specify below

Please specify "Other" *

Floor area of room/s which were used exclusively by tenants (eg. bedrooms)

m2

Floor area of room/s which were shared between residents and tenants (eg. kitchen)

m2

Floor area of house

m2

Please upload statement from managing agent*

Please upload statement from AirBnb - this should show total income, applicable fees, total number of days rented and days available for rent/or occupancy rate.*

Please provide total rental income received for the year*

Please provide any additional rental income received (eg. tenant reimbursements for water or electricity, insurance payouts)

Please upload bank statement/s for your mortgage, if applicable. Ensure this shows the total interest paid during the applicable financial year, as well as any fees eg. annual or monthly loan fees.

If mortgage was taken out (or refinanced) within the last 6 years, please upload documents showing any applicable borrowing costs (eg. loan application fees, mortgage broker fees, lenders mortgage insurance)

If property was just purchased during the applicable financial year, please upload the Settlement Statement provided by your conveyancer/solicitor.

Please upload a copy of your depreciation report (if you have one)

Upload a list I have already prepared (eg. in word or excel)Complete table in questionnaire belowUpload my list, but still keep the table below visible for double-checking.

Please upload your list of expenses for this property.

Please provide total amounts spent on the following expenses: (Do not include those already included on Real Estate statements)

Please upload receipts for any repairs that cost over $300

Please provide amounts spent on Renovations/Upgrades

Please upload receipts for any Renovations/Upgrades that cost over $300

Please provide amounts spent on assets purchased (eg. stoves, airconditioning units, furniture)

Please upload receipts for any assets that cost over $300

Were there any additional expenses not already listed?

Were there any additional expenses not already listed? (Include here any small items purchased exclusively for guest use - Eg. towels, bed linen, soap, shampoo, cleaning products; as well as expenses shared between tenants and residents such as telephone or internet)

Is there any additional information you would like to add?

File Upload (if required)