The Self-Storage Income and Expense Survey is a confidential survey form from the Pinellas County Property Appraiser, one of the Pinellas County property tax valuation documents that feeds the office's yearly market-value work. Owners of self-storage properties use it to report a year of gross income, operating expenses and capital improvements, together with a Profit & Loss Statement and Rent Roll. On this page you can fill out the form online on FillingPDF and download or print the completed PDF; the form itself is published by the Property Appraiser's office.
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What is Self-Storage Income and Expense Survey – Pinellas County, FL?
The Self-Storage Income and Expense Survey is the form the Pinellas County Property Appraiser uses to collect a year of income and expense data from the owner of a self-storage property. The printed edition covers January 1, 2022 through December 31, 2022.
The office states that it is responsible for determining the market value of all property in the county every year. To value income-producing properties as accurately as possible, it conducts an annual income and expense survey. The information is analyzed to identify market conditions and to develop typical appraisal parameters and valuation models for the property type.
The form has four parts:
- Property identification: owner name, physical address, mailing address, Parcel ID Number and Property Use Code.
- 2022 gross income by storage type (A/C units, non A/C units, outdoor storage and covered storage), plus other income.
- 2022 operating expenses, from real estate taxes to reserves for replacements, ending in net operating income.
- 2022 capital improvements, listed separately from operating expenses.
The form is marked confidential under Section 195.027, Florida Statutes, and the Property Appraiser's office says the information is used only by that office. The form is not a tax return and does not apply for an exemption. It is a data request.
Who needs to file Self-Storage Income and Expense Survey – Pinellas County, FL?
The owner of a self-storage property in Pinellas County who receives the Property Appraiser's request for an income and expense statement completes this survey. The cover letter on the form asks owners to submit a year-end Income and Expense Statement, Rent Roll and/or other pertinent operating statements, and this survey is the form that organizes those figures.
- Owners who bought the property in the last 12 months submit information for the period of their ownership and reference the dates the data applies to.
- Tax representatives acting for the property owner include an updated letter of authorization.
The form is for self-storage properties. It breaks income down by A/C units, non A/C units, outdoor storage and covered storage. The Property Appraiser's office is the only recipient; the form says the data is for that office's use only. For questions, the letter asks you to call (727) 464-3207 and ask for your area appraiser.
When to file Self-Storage Income and Expense Survey – Pinellas County, FL
The form asks for the survey to be returned by May 1, 2023. Data submitted by then, and received by that date, is considered in the 2023 valuation. The letter adds that the requested information may be submitted year-round, so a later submission is not refused on the form's terms; it is simply not covered by the May 1 date.
The reporting period printed on the form is January 1, 2022 through December 31, 2022 for income, operating expenses and capital improvements. The attached Profit & Loss Statement and Rent Roll are requested as of January 1, 2023.
If you purchased the property during the last 12 months, report the period you owned it and note the dates. For a later year, use the edition the Property Appraiser publishes for that year.
Documents you need
- A complete Profit & Loss Statement for 2022 income and expenses, attached to the survey as the form directs.
- A Rent Roll as of January 1, 2023, attached to the survey as the form directs.
- Other pertinent operating statements, if you have them; the cover letter asks for an Income and Expense Statement, Rent Roll and/or other pertinent operating statements.
- An updated letter of authorization, only if you are a tax representative submitting for the property owner.
- Additional pages for any section that needs more room; the form says to attach them as necessary.
How to fill out Self-Storage Income and Expense Survey – Pinellas County, FL
Enter the property identification
Fill in Owner Name, Physical Address, Mailing Address, Parcel ID Number and Property Use Code at the top of the form.
Report units by storage type
In the 2022 Gross Income section, enter the number of units, the units' total SF and the gross income at 100% occupancy for A/C Units, Non A/C Units, Outdoor Storage and Covered Storage.
Enter rental and other income
Enter Total 2022 Gross Rental Income Collected, then Other Income (packing supplies, vending, etc.), then Total 2022 Actual Income Received. Use data for January 1, 2022 through December 31, 2022.
Enter operating expenses
Enter each expense line: Real Estate Taxes, Administrative, Management Fees, Payroll & Employee Benefits, Insurance (Building & contents), Flood Insurance, Professional Fees, Utilities, Services, Repairs & Maintenance and Reserves for Replacements. Do not put capital improvements in Repairs & Maintenance.
Specify any other expense
Use the Other (specify) line for an expense that fits none of the lines above, and write what it is.
Check the totals
Review Total 2022 Operating Expenses and 2022 Net Operating Income (before taxes, capital improvements & other expenses) so they reflect your entries.
List capital improvements
In the 2022 Capital Improvements section, specify each improvement and its amount. Keep these items out of the operating expenses above.
Complete the preparer block
Enter Prepared by, Title, Date, Signature, Phone and Email at the bottom of the form.
Prepare the attachments
Gather the complete Profit & Loss Statement and the Rent Roll as of January 1, 2023. Add pages if needed, and a letter of authorization if you are a tax representative.
Review and download the PDF
Check each entry against your statements, then download or print the completed PDF from FillingPDF and submit it as described under How to submit.
How to submit Self-Storage Income and Expense Survey – Pinellas County, FL
You can return the completed survey to the Pinellas County Property Appraiser by email or by mail.
- Email: use the Click to Submit via Email button at the end of the form, which sends to [email protected], or send the completed form to that address.
- Mail: Pinellas County Property Appraiser, PO Box 1957, Clearwater, FL 33757-1957.
Include the attachments the form asks for: a complete Profit & Loss Statement and Rent Roll as of January 1, 2023, and additional pages if you need more room. A tax representative includes an updated letter of authorization. The form should be received by May 1, 2023 to be considered in the 2023 valuation.
The office's website is www.pcpao.gov and its phone number is (727) 464-3207. The form names no fee. FillingPDF lets you fill out and download the PDF; submission follows the channels above.
Common mistakes to avoid
- Missing the May 1, 2023 receipt date and expecting the data to be considered in the 2023 valuation.
- Sending the survey without the complete Profit & Loss Statement and the Rent Roll as of January 1, 2023, which the form says to attach.
- Including capital improvements in operating expenses; the form says to list them separately in the capital improvements section.
- Including capital improvements in Repairs & Maintenance, which is marked "no capital improvements".
- Reporting a full year after buying the property within the last 12 months, instead of the period of ownership with the dates the data applies to.
- Submitting as a tax representative without an updated letter of authorization.
- Leaving the Other (specify) line unexplained when an amount is entered there.
- Leaving the Prepared by, Title, Date, Signature, Phone and Email block incomplete.
Frequently asked questions
What is the Self-Storage Income and Expense Survey?
It is a Pinellas County Property Appraiser form on which a self-storage property owner reports a year of income, operating expenses and capital improvements. The office uses the data to understand market conditions and to build appraisal parameters and valuation models for this property type.
When is the Pinellas County self-storage survey due?
The form should be received by May 1, 2023 to be considered in the 2023 valuation. The letter on the form says the information may be submitted year-round, so a later submission is accepted but falls outside that date.
Is the information I report kept confidential?
The form is marked confidential under Section 195.027, Florida Statutes. The Property Appraiser's office states that the information is used only by that office.
Where do I send the Self-Storage Income and Expense Survey?
Email it to [email protected] using the submit button at the end of the form, or mail it to Pinellas County Property Appraiser, PO Box 1957, Clearwater, FL 33757-1957. Questions go to (727) 464-3207.
What do I attach to the survey?
Attach a complete Profit & Loss Statement and a Rent Roll as of January 1, 2023. Add extra pages if you need more room. A tax representative also includes an updated letter of authorization.
What if I bought the property in the last 12 months?
Submit information for the period of your ownership and reference the dates that your data applies to. The form gives this instruction for properties purchased during the last 12 months.
Can a tax representative submit the survey for the owner?
Yes. The form says a tax representative for the property owner should include an updated letter of authorization with the submission.
Can I fill out the self-storage survey online?
You can fill out the PDF online on FillingPDF and download or print it. FillingPDF is an independent service and does not submit the survey; you send it to the Property Appraiser by email or mail.
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