Income / Expense Spreadsheet & Questionnaire
For your convenience; the following MICROSOFT EXCEL spreadsheets are provided to assist in recording the income and expenses on your rental property(ies) and the preparation of your annual US Income Tax Return(s). If you do not have Microsoft Excel installed on your local computer, you will be unable to use these files.
IMPORTANT:- Please select the appropriate file(s) below and then select SAVE (not OPEN) to save the file to your LOCAL computer. You will then be able to input your information into the Spreadsheet & Questionnaire. Should you have any questions on this procedure, please contact our office.
Tax Year 2010 - January 1st - December 31st 2010
2010 Income / Expense Spreadsheet & Questionnaire - use this file if you wish to enter your MONTHLY income and expense figures - the amounts entered on the Income/Expense tab automatically total and load to page 3 of our 2010 questionnaire on the Questionnaire tab.
Tax Year 2009 - January 1st - December 31st 2009
2009 Questionnaire - use this file if you wish to simply enter the TOTALS of your income and expenses for 2009.
2009 Income / Expense Spreadsheet & Questionnaire - use this file if you wish to enter your MONTHLY income and expense figures - the amounts entered on the Income/Expense tab automatically total and load to page 3 of our 2009 questionnaire on the Questionnaire tab.
Tax Year 2008 - January 1st - December 31st 2008
2008 Income / Expense Spreadsheet & Questionnaire - please note, the amounts entered on the Income/Expense tab automatically load to page 3 of our 2008 questionnaire.
Tax Year 2007 - January 1st - December 31st 2007
2007 Income / Expense Spreadsheet & Questionnaire - please note, the amounts entered on the Income/Expense tab automatically load to page 3 of our 2007 questionnaire.
CHANGE OR ADDITION TO PROPERTY (IES)
Please complete one questionnaire for each property owned during the tax year.
If you purchased additional properties in the United States, or refinanced the loan on your existing property during the tax year, please provide details of the purchase/refinance along with copies of the closing statement, mortgage documents (where appropriate) and furniture package purchase price.
If you sold a property during the tax year and our firm did not prepare form 8288-B "Application for Exemption from Withholding" for you, please also provide a copy of the final closing statement along with details of any withholding tax submitted to the IRS on form 8288-A.