Rental Property Tax Organizer
Organize income and expenses for up to 8 rental properties, generate Schedule E summaries, and prepare for tax filing.
General Information
Let's start with some basic information about your rental property taxes.
Your name as it will appear on the Schedule E
About Schedule E: Schedule E is used to report income and expenses from rental real estate, royalties, partnerships, S corporations, estates, trusts, and residual interests in REMICs. This tool focuses on Part I - Rental Real Estate.
Finished? Send Us Your Schedule E Worksheet
Your figures live only in this browser until you export them. When you reach the Results step, use one of the buttons there so your work reaches us:
- 1. Email to R Tax sends your Schedule E summary straight to our office and a copy to you. Fastest option.
- 2. Print / Save as PDF or Download Excel/CSV, then upload the file to your secure client portal with the rest of your tax documents.
Want to Talk It Through?
Once your worksheet is in, we review it as part of preparing your return. If you would rather walk through it with us first, schedule a time.
Schedule a Consultation