How to Export Rental Data for Your Accountant
Your accountant wants property-level totals with supporting detail — not a dump of 400 bank transactions. Here's how to export rental data they can actually use.
What CPAs need
Per property: gross rent, itemized expenses by category, net income, and access to receipts for unusual items. Format varies by country (Schedule E, SA105, T776).
PDF vs CSV
PDF summaries for review and filing reference. CSV for import into tax software or spreadsheet analysis. RentLedger Pro provides both.
Accountant share links
Portfolio+ plan: send a time-limited read-only link — your CPA reviews without logging in.
Timing
Export in January after reconciling December. Early handoff means fewer amended returns.
Replace your spreadsheet tab
Export to your CPA — try Pro free for 14 days.