Rental Property Ledger for Australian Landlords | ATO Rental Expense Categories + Annual Summary (Excel & Google Sheets)

Keep your investment property records tidy all year and hand your accountant one clean summary at tax time.

What it does

- Income and expense logs with dropdowns matching the ATO rental schedule categories (interest, council rates, agent fees, repairs, insurance, depreciation and more)

- Private-use % column to apportion expenses automatically

- Annual summary by category, net rental income or loss, and your share for joint owners

- Month-by-month cash view of income, expenses and net

- Plain-English notes on common traps, like residential travel and initial repairs vs improvements

You get: 1 .xlsx file for Excel, Google Sheets and LibreOffice. Use one copy per property per year.

Made for: Australian landlords with 1–5 properties who want simple records without accounting software.

General information only, not tax advice. Check ato.gov.au or ask a registered tax/BAS agent.

General information only, not tax advice. Depreciation and capital works figures usually come from a quantity surveyor's schedule.

Tags: rental property spreadsheet, landlord Australia, investment property tracker, ATO rental schedule, negative gearing, property expenses, Excel template, Google Sheets template, tax time Australia, rental income