Make Sure You Have Everything - Free Tax Preparation Checklist

Use this free downloadable PDF Tax Preparation Checklist to make sure you have everything you need so we can minimize the tax you pay and maximize your refund.

Income

  • Rent received (include deposits only if not returned to renter)
  • Depreciation schedule or copies of all tax returns since purchase

Expenses

  • Advertising
  • Auto travel (mileage to and from property to collect rent or make repairs)
  • Cleaning and maintenance costs
  • Commissions paid
  • Insurance
  • Legal & professional fees paid
  • Management fees
  • Mortgage interest
  • Repairs costs
  • Supplies
  • Real estate taxes
  • Utilities
  • Lawn care
  • Snow removal
  • City code fees
  • Other costs not listed here