Rental Property Tax-Ready Tracker — Schedule E-Mapped Spreadsheet for Landlords
A spreadsheet system for DIY landlords who would rather track everything in one workbook than learn bookkeeping software. What it does: Tracks up to 10 rental properties: rent roll, income, expenses, and mileage in one workbook (9 sheets, no macros — works in Excel and Google Sheets). Every expense category is pre-mapped to the matching IRS Schedule E line (Lines 5–19), so your records arrive at tax season already organized the way Schedule E is organized. Rent Roll sheet with per-month Paid / Due / Late / Vacant tracking; unpaid months and outstanding balances calculate automatically. Schedule E Summary rolls up per-property totals automatically: Line 3 income, each expense line, Line 20 total, Line 21 net — built for a clean handoff to your tax preparer. Dashboard with key figures, expense breakdown by Schedule E category, and net by property. Mileage Log where you enter the current IRS standard mileage rate yourself (the workbook never hardcodes a rate). Also included: Fillable Rent Receipt and Late Rent Notice (PDF forms you can type into or print). Quick-Start Guide: sheet-by-sheet walkthrough, plain-English guide to the Schedule E categories with common mix-ups (repairs vs. improvements, mortgage interest vs. principal), and a tax-season checklist. Who it is for: Landlords with 1–10 units who do their own books and want tidy, tax-season-ready records without bookkeeping software. Who it is not for: It does not prepare your tax return, calculate what you owe, or decide whether an expense is deductible. Disclaimer: Organizational tool only — not tax, legal, or financial advice. Confirm with a qualified professional.