10. Appendix: Templates & Checklists

Appendix: Templates & Checklists

This section contains downloadable resources to help you comply with the Augusta Rule in a bulletproof, IRS-compliant way.

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📄 Documents You Should Use

Each file below is either already uploaded to GitBook or ready to be added.

🧾 Rental Agreement Template

A fill-in-the-blank rental agreement with:

• Lessor / Lessee info

• Property description

• Rate, date, signatures

📥 Download Rental Agreement Template

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🧾 Sample Invoice

An invoice your business can issue with:

• "Rental of personal residence"

• Date, rate, total, notes

📥 Download Sample Invoice

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📅 Rental Log Template

Use this to track your ≤14 days of rental per year.

📥 Download Rental Calendar Log (Excel)

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📊 FMV Comparison Worksheet

Use this to log Airbnb/Peerspace/local venue prices.

📥 Download Fair Market Value Worksheet

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✅ Master Augusta Rule Compliance Checklist

Use this checklist each time you plan a rental.

• Did you verify the home is a personal residence?

• Is the business a separate legal entity?

• Have you stayed within the 14-day annual limit?

• Have you documented fair rental value?

• Is the rental purpose business-related?

• Did you sign a written rental agreement?

• Did you issue an invoice and receive traceable payment?

• Have you saved agenda, attendee list, and documentation?

• Are you filing taxes correctly (Schedule A only, unless 1099-MISC was issued)?

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📌 More templates coming soon:

• Meeting Agenda Template

• Board Resolution Template

• Combined Audit Defense Packet