Taxes, Schedule E, and 1099s

The Tax page turns the payments and expenses you've recorded all year into the numbers your accountant needs — organized the way the IRS Schedule E expects. It's for reference, not tax advice.

Schedule E summary

Pick a year and you'll see, per property: rental income, total deductible expenses, net income, and a breakdown of expenses by category (Repairs, Insurance, Utilities, Mortgage Interest, and so on). Grand-total cards at the top sum the whole portfolio.

This is why categorizing each expense matters — it's what fills in these lines automatically.

Download for your accountant

• Download CSV — the Schedule E totals as a spreadsheet.
• Year-end packet (PDF) — one document to hand your accountant: Schedule E summary, per-property P&L, cash flow, and rent roll. Pick the filing year (it defaults to last year) and click Download packet.

The 1099 checklist

If you paid a vendor enough during the year, you may need to file a 1099 — and to do that you need their tax ID from a W-9. The Tax page lists your 1099-eligible vendors and shows whether each one's W-9 is on file or missing.

For anyone missing a W-9, click Text W-9 request to send them a request by text message (this needs a phone number on the vendor). Once you have their W-9 details on file, the warning clears.