Rental Income Tax Preparation Checklist

If you have rental income from real estate or property, please use this checklist when preparing the information and documents. For more information contact us.

General Information

Address of your rental property.

Rental period

Do you have a co-owner of this property? If yes,

Name and address of the co-owner
Percentage of your partnership in the rental
Percentage of your spouse partnership in the rental
If this is an apartment building, how many units does it have

Your gross rental income

Rental Expenses

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Insurance
Interest on Mortgage
Office expense
Legal, accounting, Agent and other professional fee
Management and administration fees
Maintenance and repairs
Salaries, wages, and benefits
Property taxes
Travel
Utilities
Condo fees
Motor vehicle expenses
Other expenses (Specify)