Keep a short record for each unit, updated at move-in and every renewal.
What to record
- The adults on the lease, with phone and email.
- An emergency contact.
- Occupants and pets as the lease allows.
- Vehicles, if parking is assigned.
- The lease start and end dates.
Protect it
Keep it private, and never store Social Security or bank account numbers in a simple list.
Our tenant list keeps the essentials by property.
General information, not legal, tax or financial advice.
This article is general information, not legal, tax or regulatory advice. Rules change; confirm current requirements with the responsible agency or a licensed professional.
