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Schedule E prep checklist

Get a printable checklist of documents your CPA needs for Schedule E — emailed instantly. RentLedger keeps these records organized all year.

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One-off PDFs get lost. RentLedger stores every receipt, flags late rent, and exports year-end reports for your accountant.

  • Searchable rent ledger & PDF receipts
  • Overdue rent on one dashboard
  • Year-end exports for your CPA (Pro)
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What's on the checklist

  • Gross rents received (per property)
  • Advertising expenses
  • Auto and travel (rental-related)
  • Cleaning and maintenance
  • Commissions paid
  • Insurance (property)
  • Legal and professional fees
  • Management fees
  • Mortgage interest (not principal)
  • Other interest
  • Repairs (not capital improvements)
  • Supplies
  • Taxes (property)
  • Utilities paid by landlord
  • Depreciation schedule
  • Security deposit records (not income unless kept)

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