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RENTAL CHECKLIST INSTRUCTIONS - Storey & Associates Ltd

RENTAL CHECKLIST INSTRUCTIONS - Storey & Associates Ltd

BankStatementsInvoices/ReceiptsYour logs/SchedulesRENTAL RETURN CHECKLISTSPlease note:Use one checklist per property.If you have the S&A rental folder, file the bank statements/invoices/schedules in the correct tab.Otherwise, file everything in the same order as shown on this checklist.If a property has been purchased/sold between 1 st April and 31 st March you also need to complete theSale/Purchase of the rental property section.Rental Property Address:Rental Property ChecklistAvailable for rent: Full Year Part year – dates:ItemAre youclaimingthisexpense?(Y / N)Proved By:(please tick)Comments&TotalsOfficeUseOnlyR1R2R3R4R5R6R7Rent Income:Expenses:RatesHouse InsuranceMortgage InterestMortgage Protection InsAgent FeesRepairs & MaintenanceR8 Car MileageR9 Travel & AccommodationR10 Loan FeesR11 Valuation FeesR12 AdvertisingR13 TollsR14 SubscriptionsR15 Legal FeesR16 Stationery/PostageR17 Bank Fees & O/DInterestR18 Computer ExpensesR19 Assets used in the rental business – purchased & sold:(Indicate if purchased or sold;specify date and item)R20 Others:Gifts for TenantsAccounting FeesOthersStorey & Associates LimitedRental Checklist Pg 2 of 5

BankStatementsInvoices/ReceiptsYour logs/SchedulesHome Office Expenses – the house you live inHome Office Address:ItemAre youclaimingthisexpenseProved By:(please tick)Comments&AmountsOfficeUseOnly(Y / N)AHO1HO2HO3HO4HO5HO6HO7HO8M09M10General Property ExpensesMortgage InterestRates (or Rent)House InsuranceContents InsuranceHome Phone Line RentalPower & GasSecurity Alarm MonitoringInternet SubscriptionRepairs & MaintenanceOthersMobile Phone Subscriptionor Top-ups (Indicate whatpercentage of it is used torun the rental property)Business Toll Calls (Markthem on the statements.These are toll calls relatingto the rental property.)Storey & Associates LimitedRental Checklist Pg 3 of 5

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