Tax Reports

Generate Schedule E-aligned reports organized by line item. Income by category, expenses by line, net income per property.

Schedule E-Ready Reports

Generate reports that align exactly with IRS Schedule E line items. Income is broken out by category, expenses are organized by line item number, and net income is calculated per property. When your CPA asks for your Schedule E data, you hand them a clean report instead of a shoebox of receipts.

  • Income totals broken out by rent, fees, and other sources
  • Expenses organized by Schedule E line items (Lines 5-19)
  • Net income calculated per property and across your portfolio
  • Year-end summary matches IRS Schedule E format exactly

Export for Your CPA

Generate clean, organized reports that your CPA can use directly. Pre-categorized data means no back-and-forth questions about which expenses go where. Your accountant gets structured data and you save hours of tax prep time.

  • Clean reports formatted for easy reading
  • Pre-categorized data eliminates CPA guesswork
  • Per-property reports match how Schedule E is filed
  • Save hours of year-end tax preparation time

Sample Output

See what this feature calculates for you.

Tax Reports
Line 5 - Advertising $240
Line 7 - Cleaning $1,800
Line 9 - Insurance $1,920
Line 14 - Repairs $4,280
Line 16 - Taxes $3,600
Total Deductions $18,460

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