Rental Property Questionnaire - Overseas Tax Services

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File

Max. file size: 512 MB.

NOTE: If you have more than one property, you will need to fill out an additional questionnaire.

PART I — GENERAL INFORMATION

Name(Required)

First Middle Last

Address of Property(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Type of Property(Required)

Is home available to rent?(Required)

Yes

If yes, how many days?

Days the home is used personally:(Required)

THE SUM OF THESE MUST EQUAL 365.

PART II — Rental Income & Expenses

INCOME

Rental Income(Required)

EXPENSES

If you do not have any expenses for a field listed, please enter “0.”

Advertising(Required)

Auto & Travel(Required)

Cleaning & Maintenance(Required)

Commissions Paid(Required)

Insurance(Required)

Legal & Professional Fees

Management Fees(Required)

Mortgage Interest Paid(Required)

Repairs(Required)

Supplies(Required)

Taxes(Required)

Utilities(Required)

HOA or Other Association Fees(Required)

Sewer(Required)

Rental License & Permits(Required)

Other Expenses Not Listed

Expense

Amount

Click the + to add more expenses.

PART III — Capital Expenditures

Did you make any capital improvements to the property?(Required)

Yes

**THESE ARE LARGER EXPENSES (USUALLY OVER $2500) RELATED TO THE PROPERTY. EX. APPLIANCES, NEW ROOF, WINDOWS, REMODELING/RENOVATION, ETC.

Expenditures

Improvement

Date

Price

Click the + to add more expenditures.

PART IV — Additional Information

Did you sell the property this year?(Required)

Yes

If yes, please send us the closing settlement/statement.

This statement will provide us with all the info we need for the sale of the property.
However, if there are any expenses associated with the sale that are not listed on the statement, please list them below.

Please do not include any entries listed in the sections above.

Expense

Date

Price

Click the + to add more expenditures.

Did you purchase the rental property this year?(Required)

Yes

If yes, please send us the closing settlement/statement.

This statement will provide us with all the info we need for the purchase of the property.
However, if there are any expenses associated with the sale that are not listed on the statement, please list them below.

Please do not include any entries listed in the sections above.

Cost

Date

Amount

Click the + to add more expenditures.

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