Review and download a Form 8825 report
Review rental income and expense records by property for your tax preparer.
On this page
Have your tax preparer confirm which form applies and review your property assignments and expense categories.
Step 1: Open Form 8825
Go to Accounting, then Reports. Select Tax season, then Open report beside Form 8825. Follow any plan or access notice.
Step 2: Choose the year and property
Open More filters. Set Tax year, Portfolio/property and Report source. Choose Full portfolio or one property, then Run.
Step 3: Review the property lines
Check Sheet, Column, Property address, Line and Amount. For each property, review Gross rents, the expense categories, Total expenses and Income or (loss). Compare the amounts with your records.
Step 4: Download the reviewed view
Open Download and choose Excel workbook (this view), CSV (this view) or PDF. Check the saved year, properties and totals. CSV (the export) is a separate export.
Mileage and shared expenses
Eligible property-assigned mileage logs can be included automatically. Linked mileage deductions are not added again. This report has no mileage checkbox.
Unassigned portfolio activity is not allocated to properties here. Review shared amounts in Profit and loss and have your preparer resolve their treatment. The Form 8825 report has no equal-allocation option.
Check missing or unexpected amounts
Check the year, property, source and saved records. Unbooked imports do not become transactions by opening the report. Check blank expense categories, which appear as Other, and review custom category names.
Compare the original records before correcting an amount. Do not add a duplicate expense to force a total. If a download fails, check browser downloads and any access notice, then retry.
Check the result
- The downloaded report matches the selected year and property scope and is ready for your preparer’s review.
FAQs
Is this the same as Schedule E?
No. Form 8825 and Schedule E serve different filing situations and use different expense categories. Ask your preparer which applies and how to map your records.
Does Rentari file the form?
No. Downloading provides preparation records. Your preparer checks the categories, adjustments and final return.