Schedule E reports

Steps

1. Open Reports

Web: sidebar → Reports. Mobile: drawer → Reports.

2. Set filters

Choose current year, previous year, all time, or a custom range. Multi-select properties as needed.

3. Review tables

Per-property Schedule E style tables show income by category, Total Rents Received, expenses by Schedule E category, and net. Multi-year views add year columns.

Tips

• Total Rents Received is an IRS line name — it can include more than base rent (late fees, pet rent, other rental income).
• General expenses may allocate across properties — see General expenses.