The Income and Expense Questionnaire is a confidential form from the Boulder County Assessor that collects rent, vacancy and operating expense figures for a property. It is one of the Boulder County property tax forms, and the Assessor uses the answers to build market data on typical rents and expenses. Owners or their agents complete it for leased space; a building that is 100% owner occupied only needs a signature and phone number. On this page you can fill out the questionnaire online on FillingPDF and download or print the completed PDF; the form and its instructions are published by the Assessor.
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What is Income and expense questionnaire – Boulder County?
The Income and Expense Questionnaire is a confidential form on which owners report rent collected, expense reimbursements, vacancy and annual operating expenses for a property, which the Boulder County Assessor analyzes to determine market data on typical rents and expenses.
The version on this page is the 2025 INCOME AND EXPENSE QUESTIONNAIRE, marked revised 4/25/2025. It has three working blocks. The first identifies the account, the property and whether the owner occupies the building. The second, 2025 COLLECTED INCOME, lists each use type with its rented square footage, annual rent collected, reimbursed (pass-through) expense, non-reimbursed expenses paid by the owner, lease type and annual vacancy percentage. The third, annual operating expenses for the entire property, splits each expense item between the amount the owner pays and the amount the tenant pays.
The Assessor's Office says the information is entered into a database and analyzed collectively to determine typical rents and expenses in the area, and that it supports accurate and equalized assessments. The questionnaire is not a tax return and does not produce a bill, permit or exemption. The Assessor is required to send these questionnaires out, but filling one out is not required.
Who needs to file Income and expense questionnaire – Boulder County?
The main group is owners of leased property, or their agents, who receive the Assessor's questionnaire and choose to answer it. The form asks for rented square footage, rent collected, lease type and vacancy, so it is built for properties with tenants.
- Owners of partly rented buildings: complete the whole form, entering the owner-occupied square footage where asked.
- Owners of fully owner-occupied buildings: if the building is 100% owner occupied, you do not need to complete the rest of the form. Sign the bottom, give your phone number and mail it back to the office.
- Agents: the signature line reads "Signature of owner or agent", so an agent may sign.
Responding is voluntary. The Assessor's Office states that you are not required to fill out the questionnaire, although the information is described as very important and your help as appreciated. If you send year-end statements instead of, or with, the form, they must reflect only the building or buildings named on the form.
When to file Income and expense questionnaire – Boulder County
The form prints no due date, and neither does the Assessor's page for it. It is the 2025 questionnaire: the income block is headed 2025 and it asks for the prior two-year (2023-2024) average overall vacancy percentage, so have figures for those periods ready.
Because the Assessor sends the questionnaires out and answering is voluntary, the office's request is the trigger. If your building is 100% owner occupied, the only step is to sign, add your phone number and mail the form back. For the return date that applies to your property, or any other question about completing it, call the Assessor's office at 303-441-3530.
Documents you need
- A year-end income and expense statement, only if you choose to provide your figures that way: attach it to the questionnaire in whatever format you have. It must reflect only the building or buildings named on the form.
How to fill out Income and expense questionnaire – Boulder County
Enter account and property details
At the top, write the ACCOUNT NUMBER, the PROPERTY ADDRESS and the MAILING ADDRESS.
Answer the owner-occupied question
Circle Yes or No for Owner Occupied?. If Yes, give the square footage the owner occupies. If the building is 100% owner occupied, skip to the signature block, sign, add your phone number and return the form.
Enter total building square footage
Write the Total Building Square Footage for the building named on the form.
List each use type and rented area
In the 2025 COLLECTED INCOME table, give each use type (examples are printed under the table) and its Rented Sq Ft, one row per use.
Enter rent and expense amounts
For each row, enter Annual Rent Collected, Reimbursed Expense (Pass-Through), meaning expenses the landlord pays and the tenant repays, and Non-Reimbursed Expenses (Paid By Owner).
Add lease type and vacancy
Enter the Lease Type as NNN, NN or G, then the Annual Vacancy % for each row.
Enter prior two-year vacancy
Write the PRIOR 2 YEAR (2023-2024) AVERAGE OVERALL VACANCY % for the property.
Complete the operating expenses table
For each expense item, enter known dollar amounts in Amount Owner Pays and Amount Tenant Pays. Do not use check marks, and leave out mortgage payments, interest and depreciation.
Treat capital items correctly
Items marked *** (Leasing Commission, Advertising, Capital Improvements, Tenant Improvements) follow the capital expenses note; amortize improvement costs over their life as the Assessor advises.
Complete the signature block
Add the company name and doing business as, if any, then the owner's or agent's signature, printed name, phone number and email address.
Review and download the completed PDF
Check that figures cover only the named building, then download or print the completed PDF from FillingPDF and return it as described under How to submit.
How to submit Income and expense questionnaire – Boulder County
You return the completed questionnaire to the Boulder County Assessor's office; the form says to "mail it back to our office", and the Assessor's page asks you to return the confidential information to the office.
- By mail: send the signed form to the Assessor's office. The questionnaire itself prints no mailing address, so use the one on the Assessor's mailing that sent you the form, or confirm it with the office.
- With a year-end statement: the Assessor's Office accepts income and expense information in different formats. Attach your statement, in whatever format you have, to the questionnaire. It must reflect only the building or buildings named on the form.
- Questions: call 303-441-3530. The Assessor's page is https://bouldercounty.gov/property-and-land/assessor/income-and-expense/.
Put contact information on the form so the office can call someone if it has questions. The Assessor states that all information is kept in strict confidence and is not in public records or open to public inspection. FillingPDF lets you fill out and download the PDF; submission follows the channels above.
Common mistakes to avoid
- Using check marks in the operating expense table; the form asks for known dollar amounts with no check marks.
- Including mortgage payments, interest or depreciation as expenses; the Assessor says only recurring expenses required to maintain and operate the leased property belong there.
- Filling out the whole form for a building that is 100% owner occupied, when only the signature and phone number are needed.
- Attaching a year-end statement that covers buildings other than the one named on the form.
- Leaving out a phone number or email, so the office cannot call anyone with questions.
- Entering a capital improvement, such as a roof or parking lot, as a one-year operating cost; the Assessor says its cost should be amortized over its life.
- Mixing up the lease type codes: NNN is tenant pays all expenses, NN is shared, and G is owner pays all expenses.
- Mailing the form back unsigned; the owner or agent signature block is at the bottom.
Frequently asked questions
What is the Boulder County Income and Expense Questionnaire?
It is a confidential form from the Boulder County Assessor that collects rent, vacancy and operating expense data for a property. The Assessor analyzes the returned forms together to determine typical rents and expenses in the area, which supports accurate and equalized assessments.
Is it mandatory to fill out the income and expense questionnaire?
No. The Assessor is required to send the questionnaires out, but you are not required to fill one out. The office describes the information as very important and your assistance as helpful and appreciated.
What if my building is 100% owner occupied?
You do not need to complete the rest of the form. Circle Yes for owner occupied, then sign the bottom, provide your phone number and mail it back to the Assessor's office.
Is the information I provide kept confidential?
Yes. The Assessor states that all information provided on the questionnaire is kept in strict confidence, is not included in any public records and is not open to inspection by the public.
Should I include mortgage payments or depreciation as expenses?
No. Mortgage payments, interest and depreciation should not be listed. Include only recurring expenses required to maintain and operate the leased property, such as utilities, insurance, repairs, property taxes and reserves for replacement.
Can I send a year-end statement instead of filling in every line?
The Assessor's Office accepts income and expense information in different formats. Attach your statement to the questionnaire in whatever format you have, make sure it reflects only the building or buildings on the form, and add contact information.
What is a pass-through reimbursed expense?
It is an expense the landlord or property manager pays directly and the tenant then reimburses to the owner. It goes in the Reimbursed Expense (Pass-Through) column of the collected income table.
Can I fill out this questionnaire online?
You can complete the PDF online on FillingPDF and download or print it. FillingPDF is independent of the Boulder County Assessor and does not send the form; you return it to the Assessor's office yourself. For questions call 303-441-3530.
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