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RENTAL INCOME & EXPENSE WORKSHEET
**NEW CLIENTS MUST PROVIDE A DEPRECIATION SCHEDULE**
CLIENT NAME:
*
TAX YEAR:
*
NAME OF BUSINESS:
*
PROPERTY ADDRESS (STREET/CITY/STATE/ZIP):
*
DATE PROPERTY WAS PLACED IN SERVICE
*
+
TOTAL RENTAL INCOME:
*
ACCOUNTING:
ADVERTISING:
ASSOCIATION DUES:
AUTO:
CLEANING & MAINTENANCE:
INSURANCE EXPENSE:
COMMISSIONS:
LEGAL/PROFESSIONAL FEES:
MANAGEMENT FEES:
MORTGAGE INTEREST:
PAINTING & DECOR:
REPAIRS:
SUPPLIES:
REAL ESTATE TAXES:
UTILITIES:
TELEPHONE:
TRAVEL:
TRASH REMOVAL:
LANDSCAPING:
MAJOR IMPROVEMENTS:
DETAILS & DATES OF MAJOR IMPROVEMENTS:
*
OTHER MISC EXPENSES:
ONLY COMPLETE THE BELOW SECTION IF YOUR RENTAL WAS PLACED INTO SERVICE IN 2023
COST BASIS:
LAND VALUE: