I'm renting out my old home
Your home is a rental now. Give it its own books.
Start with the papers you already have. Your CPA gets every figure with its source.
Tax statement - 2026Sample
Draft - review with your CPA
812 Juniper St · a rental since Jun 1, 2026
Rents$14,350
Expenses$9,870
Net$4,480
Mortgage interest$5,210
Property tax$2,460
Insurance$840
Repairs$1,360
Your first month
1
Add the papers you have
The old closing statement, this year's tax bill, the new lease.
2
Log the rent and the bills
Snap a bill or type it in. Each takes seconds.
3
Hand April to your CPA
One package, every figure traced to its paper.
Questions
Do I need to know the tax rules?
No. Keep the books, and your CPA reads them. Every figure says where it came from.
Will my tenant see my books?
No. Tenants see their portal, never your books.
Is this tax advice?
No. The Ledger keeps your books. Your CPA does the return.
Another question?
Start with the papers in your drawer.
No card · no bank login · leave with your data any time