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Finesse Tax Accounting, LLC

Rental Property Organizer

Biographical/Contact Info

Your First Name *

Your Last Name *

Your Telephone Number *

Email Address *

General Info

Please indicate the year for which you are reporting rental income and expenses below: *

How many rental properties do you own? *

1

2

3 or More

Do you have more than 3 rental properties? *

Yes

No

PLEASE BE ADVISED:

IF YOU HAVE MORE THAN 3 RENTAL PROPERTIES, COMPLETE THE INFO BELOW, FOR YOUR FIRST THREE PROPERTIES AND THEN CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM.

THEN YOU WILL NEED TO START ANOTHER SEPARATE FORM FOR THE NEXT THREE PROPERTIES.

TO DO THIS, GO TO OUR WEBSITE (WWW.FINESSETAX.COM)

CLICK THE "FORMS AND PUBLICATIONS" TAB.

SELECT THE "RENTAL PROPERTY ORGANIZER" UNDER THE FILL IN FORMS SECTION.

Do you rent property located inside Washington, DC? *

Yes

No

Is your rental property registered/licensed with Washington DC's DCRA/OTR? *

Yes

No

Please provide the precise/exact name under which you registered and licensed your property with DCRA/OTR. (Please note that failure to provide the exact name under which the property is registered may result in you receiving a notice from DC that the returns do not match the registration info.) *

Did you register your property under your SSN or under a Federal Tax ID Number? *

SSN

Federal Tax ID Number

Please provide the SSN under which you registered your property with DCRA/OTR. (Please note that failure to provide the exact/correct SSN under which the property is registered may result in you receiving a notice from DC that the returns do not match the registration info.) *

Please provide the Federal Tax ID Number under which you registered your property with DCRA/OTR. (Please note that failure to provide the exact/correct FEIN under which the property is registered may result in you receiving a notice from DC that the returns do not match the registration info.) *

Property 1

Property Street Address *

Apt or Unit #

City *

State *

Zip Code *

Type of Property *

Residential - No Personal Use (entire property used as tenant's residence)

Residential & Personal Use (property used as tenant's residence & your residence)

Commercial (used by a business)

Vacation (rented weekly or short term, also used by you)

Short Term w/ Personal Use (nightly, weekly & used by you)

Short Term w/ no Personal Use (nightly, weekly, & not used by you)

Did/Do you live in the property at the same time it was/is being rented? *

Yes

No

Size of Property in Square Feet *

Size of Space Exclusively Being Used by Tenant (do not include common areas) *

Do you have the ability to access to the tenant's space from inside your portion of the property? (A locked door between personal and rented space counts as ability to access) *

Yes

No

Not sure

Number of Days Available for Rent *

Number of Days Used Personally (by you) *

Is this property titled in the name of/owned by an entity? *

Yes

No

What type of entity is listed on title/owns this property? *

Single Member LLC

Multi Member LLC/Partnership

Corporation (S or C)

Are you (and/or your spouse) the sole owner of this property? *

Yes

No

What is your ownership percentage? *

Date Property Was First Placed in Service *

Was this property sold during the tax year? *

Yes

No

*PLEASE NOTE YOU WILL NEED TO PROVIDE OUR OFFICE WITH A COPY OF THE CLOSING DISCLOSURE/SETTLEMENT SHEET/HUD-1 FROM THE SALE OF THIS PROPERTY.*

Did you refinance any mortgage secured by this property? *

Yes

No

*PLEASE NOTE YOU WILL NEED TO PROVIDE THIS OFFICE WITH A COPY OF THE CLOSING DISCLOSURE/SETTLEMENT SHEET/HUD-1 FROM THE REFINANCING OF THE MORTGAGE.*

Did you pay any contractors or individuals more than $600 to perform services for or work on this property? *

Yes

No

Did you issue 1099-MISC or 1099-NEC forms to the contractors or individuals who you paid more than $600 in conjunction with this property? *

Yes

No

Income

Rent Collected (Entire Year)

Security Deposit Received

Other Income Received

Expenses

Advertising/Marketing

Travel & Auto

Cleaning & Maintenance

Commissions

Insurance

Legal & Professional Fees

Tax Preparation/Account Fees

Management Costs/Fees

First Mortgage Interest

Second/Equity Mortgage Interest

Mortgage Insurance (PMI)

Repairs

Supplies/Small Tools

Property/Real Estate Tax

Local/State Rental Tax (D-30)

Pers Prop Tax (on furniture/equip)

Utilities

Condo/HOA Fees

Credit/Background Checks

Eviction Costs

Ground Rent

Landscaping & Gardening

Locksmith Services & Keys

Painting & Decor

Permits & Licenses

Permit Expediting Service

Pest Control

Security System & Monitoring

Special Condo Assessment

Platform Fees (AirBnb or VRBO Fees)

Other

Please Provide Description of "other" expense

Other

Please Provide Description of "other" expense

Other

Please Provide Description of "other" expense

Did you make improvements to this property? Improvements are defined as money spent or projects put in service that increase the overall fair market value of the property. If the money spent did NOT increase the value, please add to your Repair deduction total. *

Yes

No

I'm not sure, help me decide!!!

In the space below please briefly describe all improvement projects providing a total cost for each improvement and when the improvement project was finished, installed, or in service on your property. *

Property 2

Property Street Address *

Apt or Unit #

City *

State *

Zip Code *

Type of Property *

Residential w/ No Personal Use (entire property used as tenant's residence)

Residential w/ Personal Use (property used as tenant's residence & your residence)

Commercial (used by a business)

Vacation (rented weekly or short term, also used by you)

Short Term w/ Personal Use (nightly, weekly & used by you)

Short Term w/ no Personal Use (nightly, weekly, & not used by you)

Did/Do you live in the property at the same time it was/is being rented? *

Yes

No

Size of Property in Square Feet *

Size of Space Exclusively Being Used by Tenant (do not include common areas) *

Do you have the ability to access to the tenant's space from inside your portion of the property? (A locked door between personal and rented space counts as ability to access) *

Yes

No

Not sure

Number of Days Available for Rent *

Number of Days Used Personally (by you) *

Is this property titled in the name of/owned by an entity? *

Yes

No

What type of entity is listed on title/owns this property? *

Single Member LLC

Multi Member LLC/Partnership

Corporation (S or C)

Are you (and/or your spouse) the sole owner of this property? *

Yes

No

What is your ownership percentage? *

Date Property Was First Placed in Service *

Was this property sold during the tax year? *

Yes

No

*PLEASE NOTE YOU WILL NEED TO PROVIDE OUR OFFICE WITH A COPY OF THE CLOSING DISCLOSURE/SETTLEMENT SHEET/HUD-1 FROM THE SALE OF THIS PROPERTY.*

Did you refinance any mortgage secured by this property? *

Yes

No

*PLEASE NOTE YOU WILL NEED TO PROVIDE THIS OFFICE WITH A COPY OF THE CLOSING DISCLOSURE/SETTLEMENT SHEET/HUD-1 FROM THE REFINANCING OF THE MORTGAGE.*

Did you pay any contractors or individuals more than $600 to perform services for or work on this property? *

Yes

No

Did you issue 1099-MISC forms to the contractors or individuals who you paid more than $600 in conjunction with this property? *

Yes

No

Income

Rent Collected (Entire Year)

Security Deposit Received

Other Income Received

Expenses

Advertising/Marketing

Travel & Auto

Cleaning & Maintenance

Commissions

Insurance

Legal & Professional Fees

Tax Preparation/Accounting Fees

Management Costs/Fees

First Mortgage Interest

Second/Equity Mortgage Interest

Mortgage Insurance (PMI)

Repairs

Supplies/Small Tools

Property/Real Estate Tax

Local/State Rental Tax (D-30)

Pers Prop Tax (on furniture/equip)

Utilities

Condo/HOA Fees

Credit/Background Checks

Eviction Costs

Ground Rent

Landscaping & Gardening

Locksmith Services & Keys

Painting & Decor

Permits & Licenses

Permit Expediting Service

Pest Control

Security System & Monitoring

Special Condo Assessment

Platform Fees (AirBnb or VRBO Fees)

Other

Please Provide Description of "other" expense

Other

Please Provide Description of "other" expense

Other

Please Provide Description of "other" expense

Did you make improvements to this property? Improvements are defined as money spent or projects put in service that increase the overall fair market value of the property. If the money spent did NOT increase the value, please add to your Repair deduction total. *

Yes

No

I'm not sure, help me decide!!!

In the space below please briefly describe all improvement projects providing a total cost for each improvement and when the improvement project was finished, installed, or in service on your property. *

Property 3

Property Street Address *

Apt or Unit #

City *

State *

Zip Code *

Type of Property *

Residential w/ No Personal Use (entire property used as tenant's residence)

Residential w/ Personal Use (property used as tenant's residence & your residence)

Commercial (used by a business)

Vacation (rented weekly or short term, also used by you)

Short Term w/ Personal Use (nightly, weekly & used by you)

Short Term w/ no Personal Use (nightly, weekly, & not used by you)

Did/Do you live in the property at the same time it was/is being rented? *

Yes

No

Size of Property in Square Feet *

Size of Space Exclusively Being Used by Tenant (do not include common areas) *

Do you have the ability to access to the tenant's space from inside your portion of the property? (A locked door between personal and rented space counts as ability to access) *

Yes

No

Not sure

Number of Days Available for Rent *

Number of Days Used Personally (by you) *

Is this property titled in the name of/owned by an entity? *

Yes

No

What type of entity is listed on title/owns this property? *

Single Member LLC

Multi Member LLC/Partnership

Corporation (S or C)

Are you (and/or your spouse) the sole owner of this property? *

Yes

No

What is your ownership percentage? *

Date Property Was First Placed in Service *

Was this property sold during the tax year? *

Yes

No

*PLEASE NOTE YOU WILL NEED TO PROVIDE OUR OFFICE WITH A COPY OF THE CLOSING DISCLOSURE/SETTLEMENT SHEET/HUD-1 FROM THE SALE OF THIS PROPERTY.*

Did you refinance any mortgage secured by this property? *

Yes

No

*PLEASE NOTE YOU WILL NEED TO PROVIDE THIS OFFICE WITH A COPY OF THE CLOSING DISCLOSURE/SETTLEMENT SHEET/HUD-1 FROM THE REFINANCING OF THE MORTGAGE.*

Did you pay any contractors or individuals more than $600 to perform services for or work on this property? *

Yes

No

Did you issue 1099-MISC forms to the contractors or individuals who you paid more than $600 in conjunction with this property? *

Yes

No

Income

Rent Collected (Entire Year)

Security Deposit Received

Other Income Received

Expenses

Advertising/Marketing

Travel & Auto

Cleaning & Maintenance

Commissions

Insurance

Legal & Professional Fees

Tax Preparation/Accounting Fees

Management Costs/Fees

First Mortgage Interest

Second/Equity Mortgage Interest

Mortgage Insurance (PMI)

Repairs

Supplies/Small Tools

Property/Real Estate Tax

Local/State Rental Tax (D-30)

Pers Prop Tax (on furniture/equip)

Utilities

Condo/HOA Fees

Credit/Background Checks

Eviction Costs

Ground Rent

Landscaping & Gardening

Locksmith Services & Keys

Painting & Decor

Permits & Licenses

Permit Expediting Service

Pest Control

Security System & Monitoring

Special Condo Assessment

Platform Fees (AirBnb or VRBO Fees)

Other

Please Provide Description of "other" expense

Other

Please Provide Description of "other" expense

Other

Please Provide Description of "other" expense

Did you make improvements to this property? Improvements are defined as money spent or projects put in service that increase the overall fair market value of the property. If the money spent did NOT increase the value, please add to your Repair deduction total. *

Yes

No

I'm not sure, help me decide!!!

In the space below please briefly describe all improvement projects providing a total cost for each improvement and when the improvement project was finished, installed, or in service on your property. *

*REMINDER*

IF YOU HAVE MORE THAN 3 RENTAL PROPERTIES, AFTER HAVING COMPLETED THE INFO ABOVE, FOR YOUR FIRST THREE PROPERTIES, CLICK THE "SUBMIT" BUTTON BELOW.

THEN YOU WILL NEED TO START ANOTHER SEPARATE FORM FOR THE NEXT THREE PROPERTIES.

TO DO THIS, GO TO OUR WEBSITE (WWW.FINESSETAX.COM)

CLICK THE "FORMS AND PUBLICATIONS" TAB.

SELECT THE "RENTAL PROPERTY ORGANIZER" UNDER THE FILL IN FORMS SECTION.

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