Prepare and review a Schedule E report
Review rental categories and supported adjustments before exporting for tax preparation.
On this page
Choose the tax year and review uncertain classifications with your tax preparer.
Set the scope
Open Reports > Schedule E. Choose the year, property and available options, then Run.
Review the category lines
Compare income and expense totals with booked entries. Resolve uncategorized transactions, transfers and loan components.
Inspect adjustments
Review mileage, shared portfolio allocation and business-use percentage when offered. Check asset depreciation history.
Export for review
Download the offered format and verify its year, property and totals before giving it to your preparer.
Check the result
- The exported report uses the reviewed year and scope.
FAQs
Does exporting file a return?
No. It produces a report for review, not a submitted return or a determination of deduction eligibility.
Why is depreciation flagged?
Check historical balances and annual deductions. An accumulated opening balance may not establish an individual annual expense; resolve that history before exporting.