Landlord Tax-Prep Organizer | Rental Records Spreadsheet

Seller's description

Landlord Tax-Prep Organizer — a rental-property records workbook you can hand to your accountant. Instant digital download: an Excel workbook that also opens in free Google Sheets. Log rental income and expenses by property, keep a 1099 contractor payment list, a mileage log, and an asset list, and print an accountant hand-off summary. This is an organizer only. It is not tax advice, not a Schedule E, not a Form 1099, not Form 4562, not a depreciation schedule, and not a tax return.

DISCLAIMER — PLEASE READ
The seller is not a law firm, is not a CPA or tax preparer, and is not a registered investment adviser. These materials were not prepared by attorneys or tax professionals. This product is a set of blank spreadsheet templates for organizational use only. It is not legal advice, not tax advice, not investment advice, and not a substitute for advice from a licensed attorney, a CPA, or a qualified tax professional. It does not create an attorney-client or adviser-client relationship. It is not a tax form, not a Schedule E, not a Form 1099, not a Form 4562, not a depreciation schedule, and not a tax return. It does not prepare, file, or sign a return. It does not compute tax, credits, MACRS, Section 179, bonus depreciation, or any official depreciation amount. It does not predict returns, appraise property, or recommend that you buy, sell, refinance, or hold any property. Laws, tax rules, and local practice vary by jurisdiction and can change. You are responsible for confirming that your records and any decisions you make comply with current federal, state, and local law and with your own facts. No outcome is guaranteed. Using an expense category does not mean an amount is deductible. Security deposits are not income. Official IRS sources for your own reading: https://www.irs.gov/publications/p527 https://www.irs.gov/publications/p334 https://www.irs.gov/publications/p463 https://www.irs.gov/instructions/i1040se https://www.irs.gov/forms-pubs/about-form-1099-nec https://www.irs.gov/forms-pubs/about-form-4562

WHAT YOU GET (instant digital download)
• Landlord_Tax_Prep_Organizer.xlsx — sixteen working sheets, including START HERE, Settings, Properties (up to 50), Rent Payments, Income Log, Expense Log, Mileage Log, 1099 Contractor Log, Asset List, Security Deposits, Dashboard, Monthly P&L, Year-End Summary, and Accountant Hand-off. Yellow cells are inputs. Green cells are formulas.
• Landlord_Tax_Prep_Organizer_SAMPLE.xlsx — the same workbook filled with clearly fake sample data (123 Sample Street and other demonstration addresses) and a maroon SAMPLE LAYOUT ONLY banner. Use it to see how the file looks. Do not use it for your records.
• How_To_Landlord_Tax_Prep_Organizer.pdf
• START_HERE.txt
• How_To_Open_In_Google.pdf — a one-page card for free Google Sheets
• Instant digital download. Nothing ships. Edit in Excel, LibreOffice, or free Google Sheets. No Canva Pro required. No macros.

WHO IT IS FOR
Landlords and small rental-property owners in any U.S. state who want a ready workbook to organize year-end records for a CPA or tax professional. It is not written for a particular state. It is a records organizer, not a letter and not a legal form. (This shop also has a simpler $11.99 rent ledger for day-to-day rent and expense logging, and a $29.99 Cash Flow Analyzer for screening a purchase or a BRRRR illustration. This listing is the tax-season records organizer.)

HOW IT WORKS
1. Read START HERE inside the workbook and the how-to PDF.
2. On Settings, type the reporting year.
3. On Properties, enter a short Property ID you will reuse on the logs.
4. Log rent, other income, and expenses. Fill the Mileage Log, the 1099 Contractor Log, and the Asset List with figures you have.
5. Open the Accountant Hand-off for a printable packet of totals, a document checklist, and blank questions for your accountant. The Year-End Summary and Dashboard update from your logs.
6. Use the blank workbook, not the SAMPLE file, for your own records. Do not store Social Security, taxpayer-identification, or bank-account numbers in the file.

WHAT THIS IS NOT
It is not a Schedule E, not a Form 1040, not a Form 1099, not Form 4562, and not a depreciation schedule. It does not prepare or file a return. It does not calculate MACRS, Section 179, bonus depreciation, or any official depreciation amount. Remaining basis on the Asset List is only cost minus figures you typed. The 1099 Contractor Log totals payments you type; it does not decide who must receive a form. The mileage dollar column uses a rate you type — it is not the official IRS rate and is not a deduction. Expense category names follow the groups printed on IRS Schedule E (Form 1040) for recordkeeping only; using a category does not make an amount deductible. Security deposits are not income. This product does not screen a purchase or model a BRRRR illustration.

Support covers file access only, such as a file that will not open. Questions about a legal, tax, or investment situation should go to a licensed attorney or a tax professional.
Personal use for properties you own or manage. Do not resell, share, or republish these files. Do not put Social Security numbers, taxpayer-identification numbers, full bank-account numbers, or government-ID numbers in these files.
Instant digital download — nothing ships. Refunds if a file will not open; other refunds follow Etsy's digital-item policy. Content reviewed November 13, 2026.
These templates were prepared with the help of software tools. They were reviewed before listing. They are still blank templates only, not legal, tax, or investment advice.