Reports & Taxes

The dashboard, annual reports, and Schedule E or Form 8825 exports.

• How do I convert a property to personal use and back?

  A rental period is the span of time a property was actually rented out. Months outside a rental period are personal use, so their income, expenses and d...

• What does the dashboard show?

  The dashboard is your portfolio at a glance: income, expenses, and net this month, year-to-date totals, occupancy, and return metrics like cash-on-cash...

• How do I see a yearly financial report?

  The Reports page has an annual report for any year: total income and expenses, a category breakdown, a month-by-month trend, per-property performance, a...

• Can the app prepare my Schedule E?

  Tax Reports builds a Schedule E style summary for personally-held rentals, or a Form 8825 style summary for an LLC or partnership (with your entity name...