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Reports
Review income, balances, cash flow and export scope.
10 articles
Review an account register and reconcile activityTrace report categories to transactions, inspect recorded account entries and review reconciliation separately.Read a balance sheet for your portfolioChoose an as-of date and property, read the report’s basis and coverage, then check the downloaded balances.Review and download a Form 8825 reportReview rental income and expense records by property for your tax preparer.Review your net operating income reportCompare operating income and expenses for your properties over a chosen period.Review your operating cash flow reportSet the rental scope, dates and CapEx choice, then review the report’s cash movements and export the same view.Prepare and review a Schedule E reportChoose the year, rental scope and report options, then check the category lines before exporting for tax preparation.Run and understand a profit and loss reportCompare revenues, expenses and net income using the intended dates, rental scope, report source and shared-transaction treatment.Run owner reportsChoose a report, review its filters and coverage, then download the available view.Create and download an owner statementRun an owner statement for a selected month and property, then review and download it.Review and download a tax packetReview the tax year and supporting records, choose reports and check the downloaded CSV files before sharing.
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