Tax Reporting & Analytics

Generate professional reports for tax time. Schedule E previews, P&L statements, vendor analysis, and comprehensive tax extracts — everything your CPA needs in clean, organized formats.

Tax Reports

Generate tax-ready reports for your CPA

Gross Rental Income
$367,200
Operating Expenses
$153,150
Mortgage Interest
$83,100
Net Operating Income
$130,950
35.7% NOI margin

Schedule E - Rental Income Summary

Tax Year 2024

IRS Ready
PropertyLine 3: RentsLine 12: InterestLines 5-19: ExpensesLine 21: Net Income
78 Geneva Ave$79,200$18,200($32,450)$28,550
42 Bowdoin St$115,200$26,400($48,600)$40,200
156 Blue Hill Ave$172,800$38,500($72,100)$62,200
Total$367,200$83,100($153,150)$130,950

Schedule E Preview

See your rental income and expenses organized exactly as they'll appear on Schedule E. Review before you file.

Month-End Close

Structured workflow to review P&L, vendor payments, and aging reports monthly. Catch issues before tax time.

Tax Extract

Comprehensive export with 10+ categories: income, expenses, depreciation, mortgage interest, 1099 vendors, and more.

Make Tax Season Effortless

When your data is organized all year, tax time becomes a simple export.

Complete Reporting Suite

  • Schedule E preview by property
  • Profit & Loss statements
  • Vendor analysis and 1099 prep
  • Accounts payable aging
  • Accounts receivable aging
  • Month-end close workflow
  • Depreciation schedules
  • Mortgage interest summary
  • Tax extract with 10+ categories
  • PDF and CSV export

Tax Extract Categories

Rental Income Summary
Expense by Category
Depreciation Schedule
Mortgage Interest
Property Taxes Paid
Insurance Premiums
Vendor Payments
1099 Preparation
REP Hours Log
Mileage Summary

Frequently Asked Questions

What reports are included?

Brickfolio generates Schedule E previews, Profit & Loss statements, vendor analysis, accounts payable/receivable aging, 1099 preparation reports, and comprehensive tax extracts with 10+ categories.

What is month-end close?

Month-end close is a workflow that helps you review and finalize each month's transactions before moving on. It includes P&L review, vendor analysis, and AP/AR aging to ensure everything is accurate.

How does the tax extract work?

The tax extract compiles all your data into CPA-ready format: income by property, expenses by Schedule E category, depreciation schedules, mortgage interest, vendor payments over $600, and more.

Can I export reports?

Yes! All reports can be exported to PDF or CSV format. Share with your CPA, import into tax software, or keep for your records.

Ready for Professional Reports?

Join the free beta and start generating tax-ready reports. No credit card required.

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