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Income and expense forms are official documents used to report detailed financial information — including earnings, monthly costs, assets, and debts — to courts, tax authorities, or government agencies. They serve a critical role in ensuring that financial decisions, whether related to family law or property taxation, are based on accurate and verified data. Two of the most common examples in this category are California's Form FL-150, used in family law proceedings, and New York City's TC201, which property owners file as part of a tax assessment appeal.

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About income and expense forms

These forms are typically needed by individuals going through divorce, separation, or child and spousal support proceedings, as well as property owners contesting real estate assessments. In family law cases, courts rely heavily on the disclosed figures to set or modify support orders, making accuracy essential. For property owners in New York City, the TC201 schedule provides the Tax Commission with the income and expense data needed to evaluate whether a property's assessed value is fair.

Because these forms often require pulling together financial records from multiple sources and entering data precisely, they can be time-consuming to complete. Tools like Instafill.ai use AI to fill these forms in under 30 seconds, handling the data accurately and securely — a practical option whether you're preparing a court filing or submitting a property tax appeal.

Forms in This Category

	Form Name	Pages
1.	Form FL-150, Income and Expense Declaration	4
2.	Judicial Council of California Form FL-150, Income and Expense Declaration	4
3.	TC201, Income and Expense Schedule for Rent-Producing Property	2
4.	Income and Expense Declaration (California Judicial Council Form FL-150)	4

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How to Choose the Right Form

This category contains two distinct types of income and expense forms — one for California family law cases and one for New York City property tax appeals. Here's how to find the right one for your situation.

For California Family Law Proceedings

If you're involved in a divorce, legal separation, child support, or spousal support case in California, you need Form FL-150, Income and Expense Declaration. This form is required by the California Judicial Council and must be filed in court to disclose your full financial picture — including employment, all income sources, monthly expenses, assets, and debts.

This category includes three versions of FL-150:

- Form FL-150, Income and Expense Declaration — the standard version for general use

- Judicial Council of California Form FL-150, Income and Expense Declaration — a more detailed version that emphasizes supporting documents (pay stubs, proof of income) and child-support-specific fields

- Income and Expense Declaration (California Judicial Council Form FL-150) — another complete version suitable for divorce, legal separation, and support proceedings

All three cover the same core requirements. If your case involves child support calculations, choose the second option, as it includes more guidance on child-support-specific disclosures. Otherwise, any FL-150 version will meet California court requirements — just ensure it's fully and accurately completed, as errors can impact court orders.

For New York City Property Tax Appeals

If you're a property owner in New York City appealing your property's assessed value, you need TC201, Income and Expense Schedule for Rent-Producing Property. This form is filed with the NYC Tax Commission and must be attached to your assessment appeal application — it cannot be submitted on its own. It covers two years of financial data for residential and nonresidential rental properties.

Quick rule of thumb:

- California family law matter → choose an FL-150 form

- NYC rental property tax appeal → choose TC201

Form Comparison

Form	Purpose	Who Files It	When to Use
Form FL-150, Income and Expense Declaration	Declare income, expenses, assets for family court	California family law litigants	Child support, spousal support, or attorney fee hearings
Judicial Council of California Form FL-150, Income and Expense Declaration	Financial disclosure for support and fee determinations	California family law parties, signed under perjury	Setting or modifying child or spousal support orders
TC201, Income and Expense Schedule for Rent-Producing Property	Report rental income and expenses for tax appeal	NYC property owners appealing assessed value	Filing 2026/27 property assessment appeal with Tax Commission
Income and Expense Declaration (California Judicial Council Form FL-150)	Provide court full financial picture for support orders	Parties in divorce, separation, or support proceedings	Divorce, legal separation, child or spousal support cases

Tips for income and expense forms

Gather All Financial Documents First

Before starting any income and expense form, collect recent pay stubs, tax returns, bank statements, and records of all income sources. Having these on hand prevents guesswork and reduces the risk of errors that could affect court decisions or property tax appeals. Incomplete documentation is one of the most common reasons these forms need to be corrected or resubmitted.

Report Every Income Source, Not Just Your Salary

Courts and tax authorities expect a full picture of your finances, including freelance income, rental income, investment returns, and benefits. Omitting even minor income sources on forms like FL-150 can raise credibility issues or result in inaccurate support orders. Review all income categories listed on the form carefully before declaring totals.

Never Submit Property Tax Forms Separately

Forms like NYC's TC201 are schedules that must be attached to a main application — they are not valid when filed on their own. Always confirm which primary form a schedule belongs to and submit them together as a complete package. Filing incomplete applications can result in your appeal being dismissed or delayed.

Use Accurate Monthly Figures, Not Estimates

Income and expense declarations require monthly amounts, so convert annual or bi-weekly figures carefully before entering them. Courts and tax commissions compare reported expenses against income to assess reasonableness, so rough estimates can undermine your case. Use actual bank records or billing statements to verify recurring expenses.

Use AI Tools to Fill Forms in Under 30 Seconds

AI-powered tools like Instafill.ai can complete income and expense forms quickly and accurately, making them a real time-saver when you're dealing with multiple related filings. The platform keeps your financial data secure throughout the process, which is especially important for sensitive family law or property tax documents. This is particularly helpful if you're juggling forms like FL-150 and TC201 at the same time.

Understand the Penalty of Perjury Clause

Forms like FL-150 are signed under penalty of perjury, meaning intentional misrepresentation carries serious legal consequences. Review every section carefully before signing and correct any errors rather than leaving fields blank or approximating figures. If you're unsure about a specific entry, consult a family law attorney before submitting.

Keep Copies of Everything You Submit

Always save a copy of completed income and expense forms along with any supporting attachments before submitting them to a court or tax commission. If your figures are later questioned, having your original submission on hand makes it easier to respond accurately. Store digital copies in a secure, organized folder labeled by form name and submission date.

Update Forms Promptly When Finances Change

For ongoing family law matters, courts may require updated FL-150 declarations if your income or expenses change significantly since your last filing. Submitting outdated financial information can lead to support orders that no longer reflect your actual situation. Check with your attorney or the court's local rules about when an updated declaration is required.

Frequently Asked Questions

What types of forms are included in the income and expense category?

This category includes financial disclosure forms used in legal and tax contexts, such as California family law income and expense declarations (Form FL-150) and New York City property tax commission schedules (Form TC201). While they serve different purposes, all forms in this category require detailed reporting of income, expenses, and related financial data.

Who needs to fill out Form FL-150, the Income and Expense Declaration?

Form FL-150 is required for parties involved in California family law proceedings, including divorce, legal separation, child support, and spousal or domestic partner support cases. Both parties are typically required to submit this form so the court can fairly assess each person's financial situation.

What is Form TC201 and who is required to file it?

Form TC201 is a New York City Tax Commission schedule that property owners must attach to their assessment appeal application when contesting the assessed value of a rent-producing property. It is required for properties generating rental income and must be filed alongside the main appeal application — it is not valid as a standalone submission.

When do I need to submit an Income and Expense Declaration in a California family law case?

The FL-150 is typically required whenever financial matters are before the court, such as when requesting, modifying, or contesting child support or spousal support orders. Courts generally require it to be filed and served on the other party before hearings involving financial issues, so it's important to check the specific deadlines set in your case.

What documents should I gather before filling out these income and expense forms?

For the FL-150, you'll typically need recent pay stubs, tax returns, bank statements, and documentation of any other income sources, as well as records of monthly expenses and debts. For the TC201, property owners should have rent rolls, lease agreements, and two years of income and expense records for the property readily available.

Can I fill out income and expense forms using AI?

Yes — AI-powered tools like Instafill.ai can fill out income and expense forms in under 30 seconds by accurately extracting and placing data from your source documents. This applies to forms like FL-150 and TC201, and Instafill.ai can also convert non-fillable PDF versions of these forms into interactive, fillable formats.

How long does it take to fill out these forms online?

Manually completing forms like FL-150 or TC201 can take anywhere from 30 minutes to several hours, depending on the complexity of your financial situation. Using AI tools like Instafill.ai, the data entry process can be completed in under 30 seconds by automatically extracting relevant information from your uploaded documents.

What happens if I make errors or omissions on these forms?

Inaccurate or incomplete information on forms like FL-150 can negatively affect court outcomes, as these forms are signed under penalty of perjury and judges rely on them to issue support orders. For property tax forms like TC201, errors in reported income and expense data could result in an unfavorable assessment ruling. Always review your entries carefully and consult a professional if needed.

Where do I submit these income and expense forms once completed?

Form FL-150 is filed with the California family court handling your case and must also be served on the other party according to court rules. Form TC201 must be submitted to the New York City Tax Commission as an attachment to your property assessment appeal application — check the Tax Commission's current filing instructions for submission methods and deadlines.

Is there a difference between the multiple FL-150 forms listed in this category?

The FL-150 forms in this category are all versions of the same California Judicial Council Income and Expense Declaration, used in family law proceedings. They cover the same core financial information — income, expenses, assets, and liabilities — and serve the same legal purpose, so you only need to complete one version for your case.

Are these income and expense forms required, or are they optional?

Both the FL-150 and TC201 are mandatory in their respective contexts — the FL-150 is required by California courts in family law financial matters, and the TC201 must accompany a NYC property tax assessment appeal for rent-producing properties. Failing to submit these forms when required can result in delays, dismissals, or unfavorable rulings.

Can I use the same income and expense form for both state and local tax purposes?

No — the forms in this category serve distinct purposes and jurisdictions. The FL-150 is a California family court financial disclosure form, while the TC201 is specific to New York City property tax appeals. You should use the form that matches your specific legal or tax situation and jurisdiction.

Glossary

Income and Expense Declaration: A court-required financial disclosure document in which a party to a family law case reports their income, expenses, assets, and debts under penalty of perjury so a judge can make fair support-related decisions.
FL-150: The official form number assigned by the Judicial Council of California to the Income and Expense Declaration, used in family law proceedings such as divorce, child support, and spousal support cases.
Judicial Council of California: The policy-making body for California's court system that creates and approves standardized legal forms—like FL-150—that must be used in state court proceedings.
Spousal/Partner Support: Court-ordered financial payments made by one spouse or domestic partner to the other after separation or divorce, often determined based on each party's income and expenses as reported on forms like FL-150.
TC201: A New York City Tax Commission schedule that property owners must file alongside their assessment appeal application to report detailed income and expense data for rent-producing properties over two fiscal years.
Assessed Value: The dollar value assigned to a property by a local government authority for the purpose of calculating property taxes; income and expense data reported on forms like TC201 can be used to challenge or adjust this figure.
NYC Tax Commission: An independent New York City agency that hears and decides property owners' appeals of assessed property values set by the Department of Finance, relying on submitted income and expense schedules to evaluate claims.
Penalty of Perjury: A legal declaration signed on court and government forms affirming that the information provided is true and complete; providing false information can result in criminal charges.
Assessment Appeal: A formal request by a property owner to have a government authority review and potentially reduce the assessed value of their property, typically supported by documented income and expense data.
Disposable Income: The amount of money remaining after mandatory deductions (such as taxes and retirement contributions) are subtracted from gross earnings; courts use this figure when calculating child or spousal support obligations.

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