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Rental Property Tax Organizer
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Rental Income and Expenses
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Indicate type of property as 1 - Single Family Residence, 2 - Multi-Family Residence, 3 - Vacation/Short-Term Rental, 4 - Commercial, 5 - Land, 6 - Self-Rental, or 7 - Other (describe).
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Property 1Property 2Property 3
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Property AddressProperty AddressProperty Address
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Date placed in service (if new property)
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Rents received$$$
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Expenses
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Advertising$$
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Cleaning and maintenance$$$
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Commissions$$$
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Insurance$$$
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Legal and professional fees$$$
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Management fees$$$
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Mortgage interest paid to banks$$$
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Other interest$$$
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Repairs$$$
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Supplies$$$
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Taxes$$$
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Utilities$$$
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Other (list)$$$
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$$$
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$$$
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$$$
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$$$
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$$$
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 Property Information                                                                                        
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If this is your first year with our firm, please provide a depreciation schedule for all property placed in service before 2018.
Property Purchased. Treat the cost of improvements made to real property as the purchase of a new asset.
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AssetDate purchasedCostDate placed in service
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$
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$
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$
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$
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$
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Property Sold or Taken Out of Service
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AssetDate sold or taken out of serviceSelling priceTrade in?
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$
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$
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$
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$
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$
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