Landlord Bookkeeping for Taxes — Monthly Workflow
Good landlord bookkeeping is boring monthly discipline — not heroic year-end reconstruction. This workflow keeps you tax-ready without a full-time bookkeeper.
Monthly rent logging
When rent arrives: log payment, mark paid, issue receipt same day. Review dashboard weekly for late status.
Expense capture
Log repairs, insurance, taxes, and fees when paid — tag to property and category. Photo of receipt + 30 seconds beats a lost paper trail.
Separate properties
Never mix multiple rentals in one undifferentiated account. Per-property totals are what Schedule E and your CPA require.
January export, not March panic
Run year-end PDF + CSV export on Pro while details are fresh. Hand clean summaries to your CPA early.
Replace your spreadsheet tab
Automate landlord bookkeeping — free 14-day trial.