Tax records
Reconcile income records before the tax handoff
Explain differences between booked rent, payment statements and year-end information documents.
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Tax records
Keep prior-year rental adjustments available
Preserve tax schedules and adviser instructions without confusing them with current booked cash.
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Review Schedule E preparation categories with evidence
Check the transactions behind each preparation total before sharing it with your tax professional.
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Organize local lodging-tax source records
Keep collection, remittance and platform evidence distinct for review of short-term rental obligations.
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Prepare records for a shared personal and rental property
Keep usage and cost evidence clear when one property serves more than one purpose.
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