FAQ > Generating Reports

How can I give my CPA a tax report?

To provide your CPA with a comprehensive Tax Report, follow these steps to generate and print a detailed report of your income and expenses categorized according to IRS guidelines:

1. Navigate to the “Reports” page in your system or software.

 


2. Scroll down to the “Tax Report” section, located near the bottom of the page. Expand the “Tax Report & Schedule E” section.
3. Select the year for which you need the report. Once the correct year is chosen, click the “Generate” button.

 


4. The Tax Report will be displayed in a new browser window. This report includes all necessary data, including income, expenses, and any adjustments based on your Property Tax Report and 1098 form.
5. To provide a copy to your CPA, use the “Print Report” link located at the top-right corner of the report.

Note: If you own multiple properties, note that you may need to generate and print reports for up to three properties at a time, as the system may limit the report to that number per batch. Once printed, you can deliver these reports to your CPA to ensure accurate and efficient tax filing.