Here are the instructions to complete the Property Holdings sheet which depend on whether or not you have Microsoft Excel.
If You Have Excel:
- Download the Excel version of the Property Holdings sheet available here:
https://andrewcmacdonald.com/PropertyHoldings.xlsx - Complete the sheet with the details for each property where you or any of your corporation(s) are on title.
- Return the completed sheet by email or by sharing via Box, Dropbox, Google Drive, etc.
If You Do Not Have Excel:
- Use the Google Sheets version here available here to edit using any browser:
https://andrewcmacdonald.com/PropertyHoldingsSheet - Use the “Sign In” button if you’re not already logged into Google
- On the Sheet above, click File > Make a Copy to create your own copy of the sheet to edit
- Complete the sheet with the details for each property where you or any of your corporation(s) are on title.
- Click File > Download > Microsoft Excel (.xlsx) to download a copy, then return the completed sheet by email or by sharing via Box, Dropbox, Google Drive, etc., OR just share the Google Sheet