Review and download a tax packet
Review the tax year and supporting records, choose reports and check the downloaded CSV files before sharing.
On this page
Before you start
- Sign in to the intended landlord account with accounting and report access. Follow any plan or permission notice.
- Choose the tax year and gather bank statements, receipts, loan records, mileage logs and asset schedules. Investigate missing or duplicate records before relying on totals.
Step 1: Open the packet and choose its scope
Choose Open Tax packet export below, or open Accounting, choose Reports and find Tax packet export. Open More filters. Set Tax year, Portfolio/property and Report source, then choose Run. Confirm the year, rental scope and source shown on the resulting page.
Step 2: Review Transactions and supporting records
Start at 1. Transactions. Inspect the review items and open the relevant original records before correcting them. Choose Next to reach 2. Depreciation, then 3. Mileage and 4. Escrow. You can return through the numbered review links. Review each stage for the selected year before moving to 5. Summary.
Step 3: Choose the reports and update the summary
At 5. Summary, use the checkboxes under Reports to include. Keep at least one report selected, then choose Update summary. Compare the Selected reports list with your choices, including the year, scope and source. All eight reports are initially selected; clear any you do not need.
Step 4: Download and inspect the ZIP
Choose Download tax packet. Open the downloaded ZIP and extract its files. Read README.txt, including any reports left out because of plan access. Open every included CSV, checking its filename year, report coverage and values against the intended records. The packet contains one CSV per included report, rather than an Excel workbook or a separate Schedule E subfolder for every property.
What the review stages check
Use source records to resolve questions. A zero, an empty table or a completed sequence does not establish that every relevant record is present.
- Transactions: investigate the displayed bookkeeping checks. Review imports and original entries through their own workflows.
- Depreciation: compare recorded assets and depreciation with the asset schedule maintained for your rentals. Have your preparer resolve missing history or treatment.
- Mileage: review logged trips, recorded deduction amounts and any unmatched items. This review does not recalculate rates or post a deduction.
- Escrow: compare recorded contributions and withdrawals with lender statements. Funding escrow and paying an expense from escrow are different events.
Choose the appropriate reports
The available choices are Schedule E, Profit and loss (P&L), Expenses export, Mileage by property, Fixed assets schedule, Form 8825, Balance sheet and 1099-NEC tracker. Include the reports your preparer requests and read the coverage of each exported file.
Report source applies to the packet’s Schedule E, Profit and loss (P&L) and Form 8825 reports. Expenses export, Mileage by property, Fixed assets schedule and Balance sheet use their own report rules. Check the coverage of each file; selecting a payment source does not make every report payment-based.
The 1099-NEC tracker covers the full portfolio for the selected tax year, including when you choose one property for the packet. Mileage by property groups mileage totals by rental. Review individual trips through Mileage & assets.
These are preparation records and estimates. A Schedule E or Form 8825 report does not decide which tax return applies to you. The 1099-NEC tracker is not an issued or submitted tax form. Your preparer determines filing requirements, adjustments and final treatment.
Check the result
- The selected year, rental scope, report source and report list match the intended packet.
- The ZIP opens, its README has been read and every included CSV has been checked before use or sharing.
FAQs
Why is a report missing from my ZIP?
Review Reports to include and choose Update summary. Read README.txt for reports omitted because of plan access. Check the report on its own, then download the packet again after resolving the issue. Do not treat a missing file as a zero balance.
Does downloading the packet finish my taxes?
No. It gathers the selected report data into CSV files for review. It does not verify every source record, determine deductibility, issue tax forms, file a return or send the files to a preparer.