Cocoa Florida Real Estate

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					                                             Jan Marie Doughty, CPA
                                       Florida Property & Business Services LLC
                            YEAR END INFORMATION - Year ending 31 December 2007
                                                (US tax year is 1 January to 31 December)
   Taxpayer Name(s):

   US Property address:
                                                     CHECK LIST
                (Please tick in centre box, if item is attached and enter number of Personal use days)
   STATEMENTS REQUIRED                     EXPLANATION
   Mortgage Interest Statement-2007               Statement from your mortgage company showing the total interest paid by you
   Form 1098 if US Mortgage                       in 2007. Please attach a copy. (Should be received from your US mortgage
                                                  Co in January 2009, - please obtain similar if not a US mortgage).
   Purchasing Settlement statement                New clients (and existing clients, for additional US properties) please forward
                                                  a copy [sometimes called a HUD statement].
   Selling Settlement Statement                   If you sold a property in the current year please forward a copy.
                                                  If you have received a Form 8288-A - please forward a copy.
   Number of Personal Use Days                    Number of days your home was used by you, your family and friends where no
                                                  rental income was collected.
                                                       (first owner) A                      (second owner) B – if different
      US entry/exit dates in 2007
                                                                              mm/dd                                        mm/dd

       Purpose of visits to US in 2007                  Business /Vacation                           Business Vacation
       Number of days you were in          2005…………                                     2005…………
       the US (including vacation &        2006…………                                     2006…………
       non-work days) during;-             2007…………                                     2007…………
       Note – This is important if you spend up to 120 days each year in the US or up to 182 days in any one year.
Please DO NOT forward the U.S. Internal Revenue 1040NR EZ or 1040NR forms & instruction booklet usually received in March
                          RENTAL INCOME AND EXPENSES FROM ALL SOURCES
   REVENUE:       (for calendar year ended 31 December 2007)                            $$$$$    US Dollars
    Rental Income (net of Sales & Tourist Development Tax)
   EXPENSES: (for calendar year ended 31 December 2007)                                 $$$$$    US Dollars
    Advertising
    Auto & Travel
    Cleaning & Maintenance
    Cleaning & Maintenance
    Commissions
    Commissions
    Insurance
    Insurance
    Legal & Professional Fees
    Management fees
    Legal & Professional Fees
    Mortgage interest qualified (Form 1098 for US mortgages)
    Management fees
    Interest on other loans (overseas mortgage or bank loan)
    Mortgage interest qualified (Form 1098 for US mortgages)
    Repairs
    Interest on other loans (overseas mortgage or bank loan)
    Supplies
    Real estate taxes (may be paid by mortgage company)
    Repairs
    Tangible Personal Property Tax (if any)
    Supplies
    Utilities (Telephone, Cable TV, Electric, Water etc.)
    Real estate taxes (may be paid by mortgage company)
    Licences & Fees
    Tangible Personal Property Tax (if any)
    Bank charges
    Home Owner Association Fees Electric, Water etc.)
    Utilities (Telephone, Cable TV,
    Additional furniture/appliances purchased during year
    Licences & Fees
    Other (please list)
    Bank charges
    Home Owner Association Fees
    Additional furniture/appliances purchased during year
    Capital improvements (pool, extension, garage conversion etc)
    Other expenditure (please list)
Signature                                                                 Confirming the information provided is
                                                                          correct and authorising Jan Doughty CPA to
                                                                          complete your US tax returns
            PLEASE EMAIL or Post THE INFORMATION REQUESTED TO:
            Jan Marie Doughty, CPA
            Florida Property & Business Services LLC
            e-mail admin@FloridaPBS.com        Website   FloridaPBS.com
            Florida Office (main office)             United Kingdom Office
            3000 N. Atlantic Ave., Suite 203         P.O. Box 41
            Cocoa Beach                              Chichester
            Florida 32931 USA                        West Sussex PO20 1UZ
             1-321-784-8329                          01243 536026 (Diverted to Florida after 2pm UK time)
            Fax 1-321-784-8321                       Fax 001 321 784 8321 (Direct to Florida)

				
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