Your Annual Summary

A single document per calendar year that includes everything you or your accountant needs to file your taxes.

Disclaimer. The concierge services agreement expressly excludes any obligation to provide tax advice. This page describes a general framework and does not constitute personalized advice. Your specific circumstances—tax residency, ownership structure, debt, and other income—may completely alter the conclusions drawn herein.

• Total rent collected, by stay and cumulatively
• Selected Platform Committees
• Our total fees, excluding taxes and all taxes
• Total of rebilled housekeeping and laundry fees
• Billed maintenance services
• The integration fee, if it relates to the fiscal year
• The monthly statement, for reconciling with your bank statements

[To be completed — release date to be determined], in any case before the filing deadline.

Annual Summary · Issue 3 · Tax · Published by Loca'Zen · Annual.

• The summary is not a statement. It provides the figures; it does not interpret them. It is up to you or your accountant to classify the expenses.
• Housekeeping expenses are listed under both revenue and expenses. They inflate your revenue without improving your bottom line—but they do count toward meeting the micro-enterprise thresholds.
• Compare it with your bank statements before submitting it. Year-end payment discrepancies are the primary source of differences.