The short answer
Keep agreements, condition evidence, payment records, expense documents, asset history and relevant communications in an organized, access-controlled system. Retention periods vary by record type, tax circumstances and local requirements.
On this page
Build a tenancy and property file
Store signed versions and amendments, inspection records, maintenance history and deposit accounting with clear dates. Keep sensitive screening and identity information restricted rather than distributing complete files routinely.
Plan retention and recovery
Use a written schedule reviewed for applicable obligations, backups and a documented deletion process. Property basis records may need to outlast routine operating receipts; do not apply one generic retention period to everything.
Example: a replaced roof
Retain the invoice, payment, project description and asset treatment with the property's long-term records. Deleting it with routine monthly statements can create problems when updating depreciation or selling the property.
References and next steps
Use these references for the specific topic they cover. Local requirements and individual circumstances may differ.
Written and maintained by the Rentari team. Examples explain a decision; they are not customer results. This is general education. Confirm the rules and treatment for your property with a qualified local professional. Found an error or an unclear step? Send a correction with this page's address and the detail to review.
Your next step
Choose and review a report