Generate IRS-aligned profit and loss reports your CPA can use directly. Rentastic maps every transaction to the right Schedule E category automatically — so tax season takes minutes, not weekends.
Schedule E is the IRS form landlords use to report rental income and expenses. It requires you to break out income and expenses by property, organized into specific IRS categories like advertising, insurance, repairs, depreciation, and mortgage interest. Rentastic's P&L reports are built around those exact categories — so when your CPA asks for your Schedule E numbers, you export and you're done.
Generate a P&L for a single property or roll up your entire portfolio into one report. Either way, every line item maps to an IRS Schedule E category. You can also run reports for any custom date range — a single month, a full tax year, or anything in between.
Before you download, you can preview the full report in Rentastic and catch any miscategorized transactions. Once everything looks right, export as PDF to share with your accountant or as CSV to work with the numbers in Excel.
Beyond Schedule E, Rentastic also generates a Balance Sheet (with CPA Mode for a detailed equity breakdown) and a Cash Flow Report. All three export in the same clean formats your accountant expects.
Rentastic auto-classifies transactions imported via bank sync and suggests the right IRS category for each one. You review and confirm — or adjust if needed. By the time you run a report, most transactions are already correctly categorized.
Yes — either export a PDF and send it, or use Rentastic's Accountant Shared Access to give your CPA read-only access so they can pull reports themselves at tax time.
Yes. The Unlimited plan includes both Schedule E (rental properties) and Schedule C (business income) reports.
Every transaction categorized, every report ready to export. 7-day free trial — no credit card required.
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