Financial planning tool / Rental Property

Rental Property Tax Prep Organizer

Pull together rents, expenses, mileage, and depreciation notes for one or more rentals.

12 minRelated: CPA, BookkeeperLife event: Rental Property, Tax

Completion status

0 of 10 items

Working copy / changes save automatically

Tools, calculators, estimators, checklists, and worksheets are for educational organization only and are not financial, tax, legal, accounting, or investment advice. Results depend on the assumptions you enter.

Property details

Property address
Date placed in service

Income records

Rent roll for the year
Security deposit changes recorded

Expense records

Mortgage interest statement
Property tax statement
Repairs and maintenance receipts
Insurance premiums

Property manager

Property manager year-end statement collected

CPA questions

Questions for the CPA

Continue planning

Next actions

Add this to my brief Find your fit Find related professionals Back to Tools & Calculators