What your accountant needs for your rental property
Accountants love organised clients. Walk into your appointment with this pack ready and you will save your accountant time — and likely save yourself on fees.
Practical checklist
- Property and ownership details, including ownership percentage
- Days rented, available, and used privately
- Property agent annual summary
- Income breakdown by type
- Expenses by category, with receipts attached
- Annual loan interest statement
- Notes on any loan redraws or mixed-purpose use
- Depreciation schedule (if available)
- Capital works and improvements register
- Repairs flagged for review
- Any settlement statements for purchases or sales
Common mistakes
- • Bringing only a bank statement and a stack of receipts
- • Missing the property agent's annual summary
- • Not separating capital items from repairs
- • Forgetting private-use details for holiday or short-stay properties
How the app helps
- • A single accountant export pack in PDF and CSV
- • Flags for items that need accountant review
- • A read-only accountant access link (Portfolio plan)
Frequently asked
Frequently asked questions
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