The Warehouse/Flex Income and Expense Survey is a confidential questionnaire from the Pinellas County Property Appraiser's Office, which uses it to collect a full year of income and expense figures from income-producing warehouse and flex properties. Owners, or the tax representatives who act for them, report rents, income adjustments, operating expenses and capital improvements for January 1, 2022 through December 31, 2022. On FillingPDF you can fill out the form online and download or print the completed PDF; the Property Appraiser receives it only by email or mail, as described below. The PDF itself is published by the agency at pcpao.gov.
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What is Warehouse/Flex Income and Expense Survey – Pinellas County, FL?
The Warehouse/Flex Income and Expense Survey is a confidential form from the Pinellas County Property Appraiser's Office on which owners of income-producing warehouse and flex properties report a year of rents, income, operating expenses and capital improvements for one parcel.
The cover letter printed with the form explains why it exists. The Property Appraiser's Office 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 for 2022 and to develop typical appraisal parameters and valuation models for the property type.
The information is used only by the Property Appraiser's Office and is kept in strict confidence under Section 195.027, Florida Statutes. The form repeats this in its header: "CONFIDENTIAL Information per F.S. 195.027."
The survey has these parts:
- Owner Name, Physical Address, Mailing Address, Parcel ID Number and Property Use Code.
- A single-tenant or multi-tenant choice, with the number of tenants.
- 2022 gross income by property use (Warehouse, Flex, Other Use, Owner Occupied).
- Income adjustments and Total 2022 Actual Income Received.
- 2022 operating expenses and 2022 Net Operating Income.
- 2022 capital improvements, listed separately.
- A "Prepared by" block with title, date, signature, phone and email.
The form asks for the Profit & Loss Statement and Rent Roll to be attached.
Who needs to file Warehouse/Flex Income and Expense Survey – Pinellas County, FL?
The survey is addressed to the owner of the income-producing warehouse or flex property named at the top of the form. The Pinellas County Property Appraiser asks that owner to submit the requested figures for the parcel shown in the Parcel ID Number line.
Conditions printed on the form and in its cover letter:
- Fully owner-occupied property: if the property is 100% owner occupied, no additional information is necessary. You sign and return the form.
- Recent purchasers: if you purchased the property during the last 12 months, submit information for the period of your ownership and reference the dates your data applies to.
- Tax representatives: if you are the tax representative for the property owner, include an updated letter of authorization.
- Multi-tenant properties: mark Multi Tenant, enter the number of tenants and list each tenant's information in the income table.
Questions go to the area appraiser at (727) 464-3207. The form does not describe any other group, and it does not say who may sign other than the person who prepared it.
When to file Warehouse/Flex Income and Expense Survey – Pinellas County, FL
The form is marked "PLEASE RETURN BY MAY 1, 2023." The Property Appraiser says the information may be submitted year-round, but it should be received by May 1, 2023 to be considered in the 2023 valuation.
The figures requested cover calendar year 2022, from January 1, 2022 through December 31, 2022. The attached Rent Roll is stated as of January 1, 2023. If you bought the property in the last 12 months, report only the period you owned it and give the dates.
The form prints no other deadline and no processing time. Call (727) 464-3207 and ask for your area appraiser with questions about timing.
Documents you need
- Complete Profit & Loss Statement for 2022 (January 1, 2022 through December 31, 2022), attached to the survey as the form directs.
- 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.
- Additional pages, if the form does not give enough room.
- An updated letter of authorization, only if you are a tax representative submitting for the property owner.
How to fill out Warehouse/Flex Income and Expense Survey – Pinellas County, FL
Enter owner and parcel details
Fill in Owner Name, Physical Address, Mailing Address, Parcel ID Number and Property Use Code at the top of the form.
Mark the tenancy type
Check Single Tenant or Multi Tenant. For a multi-tenant property, enter the number of tenants after "# of Tenants."
Complete the 2022 gross income table
For each property use (Warehouse, Flex, Other Use, Owner Occupied), enter the tenant name, total gross square feet, leasable square feet, annual rent per square foot, gross income if 100% occupied and the lease From and To dates. Use income for January 1, 2022 through December 31, 2022.
Use the owner-occupied shortcut if it applies
If the property is 100% owner occupied, no additional information is necessary. Sign and return the form.
Enter income and adjustments
Enter Total 2022 Gross Rental Income, Vacancy and Collection Loss (% and amount), Rent Concessions, Common Area Maintenance and Other Income (Vending, etc.). Then check Total 2022 Actual Income Received.
Enter 2022 operating expenses
Enter Administrative, Management Fees, Payroll & Employee Benefits, Insurance (building), Flood Insurance, Professional Fees, Utilities, Services and Repairs & Maintenance (no capital improvements). Add Reserves for Replacements and, on the Other (specify) line, name and enter any other expense.
Check totals and Net Operating Income
Check Total 2022 Operating Expenses and 2022 Net Operating Income, which is figured before taxes, capital improvements and debt service.
List 2022 capital improvements
On the lines provided, specify each improvement and its amount for January 1, 2022 through December 31, 2022. Do not repeat these in operating expenses.
Complete the Prepared by block
Enter Prepared by, Title, Date, Signature, Phone and Email. Add pages if you need more room.
Gather the attachments
Attach the complete Profit & Loss Statement and the Rent Roll as of January 1, 2023. Tax representatives add an updated letter of authorization.
Review and download the completed PDF
Check the figures, dates and signature, then download or print the completed PDF from FillingPDF and send it through one of the channels described under How to submit.
How to submit Warehouse/Flex Income and Expense Survey – Pinellas County, FL
You can return the survey by email or by mail to the Pinellas County Property Appraiser.
- Email: use the Click to Submit via Email button at the end of the form, which sends to [email protected], or send your completed data to that address.
- Mail: Pinellas County Property Appraiser, PO Box 1957, Clearwater, FL 33757-1957.
Attach the complete Profit & Loss Statement and the Rent Roll as of January 1, 2023, plus any additional pages you need. A tax representative includes an updated letter of authorization. The information is kept confidential under Section 195.027, Florida Statutes. The form names no fee.
For questions, call (727) 464-3207 and ask for your area appraiser, or visit www.pcpao.gov. FillingPDF lets you fill out and download the PDF; submission follows the channels above.
Common mistakes to avoid
- Sending the survey after May 1, 2023 and expecting it to count in the 2023 valuation; the form says it should be received by that date.
- Listing capital improvements inside operating expenses; the form says to specify them separately and not include them in operating expenses.
- Including taxes, capital improvements or debt service in 2022 Net Operating Income, which is figured before all three.
- Submitting the survey without the Profit & Loss Statement and the Rent Roll as of January 1, 2023.
- Reporting data for a full year after buying the property in the last 12 months, instead of the period of your ownership with its dates.
- Filing as a tax representative without an updated letter of authorization.
- Returning a 100% owner-occupied property's form unsigned; the form says to sign and return it.
- Entering repairs that are capital improvements under Repairs & Maintenance, which is marked no capital improvements.
Frequently asked questions
What is the Warehouse/Flex Income and Expense Survey?
It is a confidential form from the Pinellas County Property Appraiser's Office that collects income, expense and rent information for warehouse and flex properties. The office uses it to identify market conditions and to develop typical appraisal parameters and valuation models for the property type.
Is the information I report kept confidential?
Yes. The form states that the information is used only by the Pinellas County Property Appraiser's Office and is kept in strict confidence under Section 195.027, Florida Statutes. The form carries that confidentiality notice in its header.
When is the Pinellas County income and expense survey due?
The form says to return it by May 1, 2023. It may be submitted year-round, but information received by May 1, 2023 is considered in the 2023 valuation. The data covers January 1, 2022 through December 31, 2022.
Where do I send the warehouse/flex survey?
Email it to [email protected] with the form's Click to Submit via Email button, or mail it to Pinellas County Property Appraiser, PO Box 1957, Clearwater, FL 33757-1957. For questions, call (727) 464-3207 and ask for your area appraiser.
What do I attach to the survey?
Attach the complete Profit & Loss Statement and the Rent Roll as of January 1, 2023, plus any extra pages you need. A tax representative for the owner also includes an updated letter of authorization.
What if my property is 100% owner occupied?
No additional information is necessary. The form says to sign it and return it to the Property Appraiser. You do not need to complete the income and expense sections.
What if I bought the property during the last year?
Submit information only for the period you owned it, and reference the dates your data applies to. The cover letter asks for this if you purchased the property during the last 12 months.
Can I fill out the Warehouse/Flex survey online on FillingPDF?
Yes. You can fill out the PDF online on FillingPDF and download or print it. FillingPDF is an independent service and does not send the survey to the Property Appraiser; you submit it by email or mail through the agency's channels.
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