Exporting Financial Reports for Tax Season | RentAdminly

How to generate and export expense and income reports for your accountant or tax return.

How to generate and export expense and income reports for your accountant or tax return.

Preparing for Tax Season with Rentadminly

Rentadminly keeps a running record of all your rental income and expenses throughout the year. At tax time, this data can be exported for your accountant or used directly to fill out your tax return.

Where to Find Your Reports

Go to Dashboard or Expenses to access financial summaries.

Key Reports Available

Revenue Summary:

  • Total rent collected per property
  • ACH fees collected
  • Month-by-month breakdown
  • Annual total
  • Expense Summary:

  • Categorized by IRS expense type
  • Subtotals by property
  • Month-by-month breakdown
  • Annual total
  • Net Income Report:

  • Revenue minus expenses per property
  • Useful for Schedule E
  • IRS Schedule E Categories

    Rentadminly aligns expense categories with IRS Schedule E:

    | Rentadminly Category | Schedule E Line |

    |---------------------|-----------------|

    | Repairs & Maintenance | Line 14 (Repairs) |

    | Insurance | Line 9 (Insurance) |

    | Property Tax | Line 16 (Taxes) |

    | Mortgage Interest | Line 12 (Mortgage interest) |

    | Professional Services | Line 10 (Legal/Professional) |

    | Supplies | Line 19 (Supplies) |

    | Utilities | Line 17 (Utilities) |

    | Management Fees | Line 11 (Management fees) |

    Exporting Data

    Click Export (CSV or PDF) from any report page. The CSV export is useful for:

  • Sharing with your accountant
  • Importing into tax software
  • Creating your own analysis in a spreadsheet
  • What Your Accountant Will Love

    Rentadminly's organized, categoriz

    https://rentadminly.com/knowledge-center/exporting-financial-reports