Rental Property Tax Organizer

Best for: Landlords and rental property owners organizing rental income and Schedule E records.

Use it to: Organize property-by-property income, expenses, repairs, improvements and year-end handoff details.

Files & software: Excel workbook and PDF workbook. Use Microsoft Excel and a PDF reader.

Choosing between tools? This organizer focuses on property ownership and rental records. For real estate sales commissions and agent expenses, see the Realtor Tax Deduction & Mileage Tracker.

Product details

Rental Property Tax Organizer | Landlord Tax Workbook + Excel Tracker

Get your rental property records organized before tax time with a CPA-created digital workbook and Excel tracker designed for landlords, rental property owners, and real estate investors.

The Rental Property Tax Organizer helps you track rental income, tenant and security deposit details, repairs vs. improvements, mortgage interest, property taxes, insurance, utilities, mileage, travel, depreciation information, and year-end Schedule E details.

This kit was created to help rental property owners feel more organized, more prepared, and less overwhelmed when gathering information for tax time.

WHAT’S INCLUDED:

• Rental Property Tax Organizer PDF Workbook

• Rental Property Tax Organizer Excel Workbook

• Rental income tracker

• Tenant and security deposit tracker

• Repairs vs. improvements worksheet

• Mortgage interest, property tax, and insurance log

• Utility expense tracker

• Mileage and travel tracker

• Depreciation information gathering worksheet

• Schedule E handoff summary

• Year-end rental property checklist

• Dashboard summary

• Property-by-property tracking pages

THIS IS FOR YOU IF:

• You own one or more rental properties

• You are a landlord or self-managing rental owner

• You want to organize rent income and rental expenses

• You need to track tenant deposits and property activity

• You want help separating repairs from possible improvements

• You want a clearer way to gather Schedule E information

• You want to feel more prepared before sending information to your CPA or tax preparer

HOW IT WORKS:

1. Purchase this digital product on AielloCPA.com.

2. Once payment is confirmed, download your files using the link in your order email.

3. Open the PDF workbook and Excel tracker.

4. Enter your rental income, expenses, deposits, property details, mileage, utilities, and other tax-related information.

5. Review the dashboard and Schedule E handoff summary before tax time.

WHAT YOU NEED:

• A computer or laptop

• Microsoft Excel or compatible spreadsheet software

• Your rental property income and expense details

• Mortgage interest, property tax, insurance, utility, mileage, repair, improvement, and tenant deposit information

PLEASE NOTE:

This is a digital download. No physical product will be shipped.

This product is for educational and organizational purposes only. It does not provide personalized tax, accounting, legal, real estate, or financial advice. Tax treatment depends on your specific facts, property use, records, and tax situation. Please consult your CPA or tax professional regarding your individual rental property tax questions.

Because this is a digital product, refunds are limited to duplicate purchases or technical download issues. If you have trouble accessing your files, please email lori@aiellocpa.com with your order number and I will help.

Created by Simple Money Systems by Lori Aiello, CPA.