Rental Tax Organizer

Information needed for rental property on a tax return.

Rental Tax Organizer
Terms of Use: This form is designed to assist the user in gathering the pertinent information needed to have Etrends Group report a rental property on a tax return. Though it covers the majority of tax options, the user may find some adaption to their particular tax situation is required. In addition, while this form may help the user discover additional tax deductions that may save them money, this form in no way guarantees tax savings or reduced tax liability. By using this form the user agrees that Etrends Group is not responsible for the outcome of the user's tax preparation.
Name*
First Last
Section 1: Property Information
*
Location/Address Type: Resident/Commercial Date Purchased Purchase Price

Type information in boxes. Click on plus sign for additional properties.
Section 2: Income and Expenses
Income/Rent Received Advertising HOA Dues Insurance Landscaping Legal/Professional Maintenance Management Fee Mileage Mortgage Interest Repairs Supplies Taxes Travel Utilities

Please type information in boxes that are pertinent. Click on plus sign for additional properties.
Section 3: Equipment & Improvements
Purchased Equipment
Equipment Purchased Cost of Equipment Date of Purchase
Section 4: Other Items
Use this space to list any deductions you are unsure about or questions you have and would like to ask our office about.

Section 1: Property Information

Location/Address	Type: Resident/Commercial	Date Purchased	Purchase Price

Income/Rent Received	Advertising	HOA Dues	Insurance	Landscaping	Legal/Professional	Maintenance	Management Fee	Mileage	Mortgage Interest	Repairs	Supplies	Taxes	Travel	Utilities

Equipment Purchased	Cost of Equipment	Date of Purchase