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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
- Open Settings and find the Tax season section (also reachable from the Money tab).
- Pick the tax year.
- You'll see income and expenses summarized per property, with expenses grouped into Schedule E-shaped categories — repairs, insurance, utilities, and the rest.
- 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.