Rental Tax Organizer Information needed for rental property on a tax return. Rental Tax OrganizerTerms of Use: This form is designed to assist the user in gathering the pertinent information needed to have Dynamictax report a rental property on a tax return. Though it covers the majority of tax options, the user may find some adaption to their particular tax situation is required. In addition, while this form may help the user discover additional tax deductions that may save them money, this form in no way guarantees tax savings or reduced tax liability. By using this form the user agrees that Dynamictax is not responsible for the outcome of the user's tax preparation. Section 1: Property Information*Location/AddressType: Resident/CommercialDate PurchasedPurchase Price Type information in boxes. Click on plus sign for additional properties.Section 2: Income and ExpensesIncome/Rent ReceivedAdvertisingHOA DuesInsuranceLandscapingLegal/ProfessionalMaintenanceManagement FeeMileageMortgage InterestRepairsSuppliesTaxesTravelUtilities Please type information in boxes that are pertinent. Click on plus sign for additional properties.Section 3: Equipment & ImprovementsPurchased EquipmentEquipment PurchasedCost of EquipmentDate of Purchase Section 4: Other ItemsUse this space above to list any deductions you are unsure about or questions you have and would like to ask our office about.
