# Short-Term Rental Tax Checkup template for accounting firms & advisors | OneForm

> Short-term rental owners review guest stays, participation, depreciation and documentation. Produces: Short-Term Rental Tax Opportunity Report.

Source: https://oneform.si/templates/short-term-rental/

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Real estate template

# Short-Term Rental Tax Checkup template.

Short-term rental owners review guest stays, participation, depreciation and documentation.

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What it produces

## Short-Term Rental Tax Opportunity Report

28 questions, with the report set up and ready to review. Every response becomes a draft your team checks before anything reaches the client.

1. 01Start from the templateOpen it in OneForm and change anything — or ask OneFormAI to.
2. 02Share it with clientsSend the link or embed it on your site. Clients answer one question at a time.
3. 03Review and sendOneForm drafts the short-term rental tax opportunity report. You approve it and it's emailed as a branded PDF.

Questions included28

1. 1How many short-term rental properties do you currently own?
2. 2How long have you owned short-term rentals?
3. 3What type of property is your primary short-term rental?
4. 4Are your rentals located in more than one state?
5. 5What is the typical average guest stay for your primary property?
6. 6Which guest services are regularly provided?
7. 7How often do you or your family use a rental property for personal stays?
8. 8Do you track personal-use days separately from guest rental days?
9. 9How is your primary short-term rental managed?
10. 10Which activities do you personally perform for the rental?
11. 11About how much time do you personally spend on short-term rental activities in a typical year?
12. 12How do you document the time you spend on rental activities?
13. 13Who else performs significant work for the rental activity?
14. 14What are your primary household income sources?
15. 15Have you or your spouse discussed or claimed Real Estate Professional Status?
16. 16About how much time does either spouse spend on real-property trades or businesses each year?
17. 17Has depreciation been started for your existing short-term rental property?
18. 18Has anyone reviewed whether a cost segregation study may be appropriate?
19. 19What was the approximate purchase price of your primary property?
20. 20Have you made significant repairs, renovations, or improvements in the last two years?
21. 21How are rental expenses currently captured?
22. 22How is the primary rental property owned?
23. 23Are you planning to acquire another short-term rental?
24. 24What would you most want to evaluate before your next purchase?
25. 25Are you considering selling, converting, or stopping short-term rental use of any property?
26. 26Which tax-planning topics are most important to you right now?
27. 27Who currently helps with your tax planning?
28. 28Where should we send your Short-Term Rental Tax Opportunity Report?

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