Finish the record review
Review the import feed, property assignments, loan records and missing receipts before generating the report set. Keep unresolved questions in a separate list for your accountant.
Keep the scope consistent
Run income, cash flow and balance sheet reports with the appropriate dates and scope. Export CSV or PDF copies and label the files with the period so they are easy to compare.
Review tax preparation reports
Schedule E and Form 8825 reports reflect the entries and settings in your books. Have a qualified professional review the data, adjustments and applicability before filing. RentariIQ does not file a return or provide tax advice.
Invite a reviewer
Read-only membership lets an accountant inspect the same portfolio and run reports. Confirm the intended portfolio and email address before inviting someone, and remove access when it is no longer needed.
Keep your next step simple.
Use the product guide for the app workflow, or contact support with your question. Bookkeeping reports are not tax advice; review filing decisions with a qualified professional.