Description
Take the guesswork out of rental property record-keeping. This user-friendly Excel spreadsheet helps you track rental income and expenses throughout the year, so tax time is smoother for you and your accountant. It’s designed to keep everything in one place, from day-to-day costs to the details that matter most for long-term tax outcomes.
A simple, no-fuss solution for property owners who want their numbers organised and tax-ready.
Includes:
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Tracking of rental income and expenses
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Clear annual summary to support tax return preparation
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Separate recording for assets and repairs over $300 (with extra details where required)
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Cost base tracking, including purchase and ownership information for the property
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A running record of capital expenses over the life of the property
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A timeline of property use, ideal if you lived in the property for part of the ownership period
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A property sale section to enter actual or estimated sale figures
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Clear calculation of the capital gain or profit on the property (does not calculate tax payable)
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Easy-to-use Excel format. No software, no subscriptions, no fluff
This is for you if:
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You own one or a small number of rental properties
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You want clean, organised records ready for tax time
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You’re comfortable using Excel and prefer simple systems
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You want to make life easier for your accountant (future you will be grateful)
This is not for you if:
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You manage a large or complex property portfolio
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You need automated bank feeds or property management software
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You’re already using full accounting software for your rentals
Make tax time easier for you and your accountant, with organised numbers that actually make sense.
