How to prorate taxes and rent at closing

3 min read

Daily Rate = Annual Amount / 365, then multiply by days. The 360-day banker year trap and who owes what at closing.

Daily Rate = Annual Amount ÷ 365  →  Proration = Daily Rate × Days

How to solve it, step by step

  1. Divide the annual amount by 365, or by 360 if the question specifies a banker’s year.
  2. Count the days precisely for the period in question.
  3. Multiply the daily rate by the number of days.
  4. Decide who is debited and who is credited.

Worked examples

Annual property tax $4,380. Daily rate = $4,380 ÷ 365 = $12/day. The seller owned the property 90 days into the year, so the seller owes $12 × 90 = $1,080.
Banker’s year version: $7,200 annual ÷ 360 = $20/day. For 75 days = $1,500. The same figures over 365 days give a different answer, so read which method the question specifies.

What the NY exam actually asks

Prorations decide who owes what on closing day. The seller is responsible through the day of closing in most NY practice, and the exam will tell you which convention to use.

Try one yourself

Annual taxes are $5,475, already paid in full by the seller. Closing is 100 days before year end. Using a 365-day year, what is the buyer’s share?

Show the answer

$1,500. The daily rate is $5,475 ÷ 365 = $15/day. The buyer owns the property for the final 100 days, so the buyer reimburses the seller $15 × 100 = $1,500.

Common mistakes

  • Using 365 when the question says to use a 360-day banker’s year, or the reverse.
  • Crediting the wrong party. Work out who already paid and who is being reimbursed.
  • Miscounting the days. Count carefully to the closing date.

Questions students ask

Who pays for the day of closing in New York?

Conventionally the seller is responsible through the closing date, but the exam will state the convention it wants.

When is a 360-day year used?

Some lenders and exam questions use a 360-day banker’s year for simplicity. Use whichever the question specifies.

Related formulas

Practise this. The free 10-question math quiz drills these formulas, and the free timed practice exam puts them under exam conditions.
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