‹ Help Center

Run your tax-season summary

If you've been recording payments and logging expenses through the year, tax season is a download, not a weekend.

Run it

  1. Open Settings and find the Tax season section (also reachable from the Money tab).
  2. Pick the tax year.
  3. You'll see income and expenses summarized per property, with expenses grouped into Schedule E-shaped categories — repairs, insurance, utilities, and the rest.
  4. Tap Download CSV for your accountant to export it.

Why per-property matters

Schedule E wants each property reported separately. Because every payment and expense in UnlockAbode is attributed to a property from the moment you record it, the summary comes out already split the way the form wants — no stitching spreadsheets together.

A note on what this is

This is an organized summary of your own records, shaped to make Schedule E easy — it is not tax advice, and it doesn't file anything for you. Hand the CSV to your accountant, or use it alongside the IRS instructions if you self-file. If a number looks off, the fix is upstream: find the payment or expense and correct it there, then re-download.