Kondor Tax & Accounting · Resources
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A checklist for rental property owners in the Portland metro area: every line is a question you can answer, with what counts now, what is spread over years, and what landlords routinely miss.
Questions, not tax code. Each line asks whether you paid for something — an office, a phone, a licence, a meal with a client — and tells you what counts, what only counts partly, and what to watch. Where the arithmetic is simple, the sheet does it. Where it is not, such as equipment, mileage and the home office, you enter what you paid, and the sheet tells you to ask about the specifics, because the answer depends on your circumstances.
Three tabs: the checklist itself, the things people assume count and do not, and the records to keep so that every line survives a question from a tax agency.
The rental section is built around the question that matters most for property: is this a repair, which counts now, or an improvement, which is spread over years. It also covers management and leasing fees, turnover costs, legal costs, travel to the property, and the separate rules for short-term rentals.
The rest of the checklist — where you work, phone and software, insurance, people, travel, licences, money — is the same in every version we publish, because the rules are.
None of these is exotic. They are missed because they are paid once a year, or land on the personal return instead of the business, or feel too close to personal life to claim. The checklist asks about each one directly.
No account, no obligation, and nothing here becomes a sales call unless you ask for one. This checklist is for getting ready for tax time. If what you need is to organize your bookkeeping, the chart of accounts for landlords and rental property owners is the tool for that.
The download starts as soon as you press the button, with or without an email. If you leave one, we may reach out once, to ask whether the file was useful or whether you would like a hand. Tick the box and nothing is kept and nobody is contacted. Your email is never sold or shared.
Excel workbook, three tabs.
Ask. A short question does not need an engagement, and we would rather you claimed it right than left it off.
Book a free consultationNo engagement, no obligations. Or call (360) 217-9970.