Tax-time checklist for landlords

This is a general checklist, not tax advice. Talk to your accountant.

1. Open Income & Expenses and set Showing to This financial year (or Last financial year).
2. Check Rent received, Total income, Total expenses and Net against your records.
3. Add anything missing with + Add income / expense (rates and taxes, insurance, maintenance, utilities, bank interest, other expenses, other income). Keep your receipts.
4. Paid tradie invoices appear as expenses automatically.
5. Choose Download CSV and send it to your accountant.
6. For each lease, open the Rent Ledger and Download CSV for the full rent statement.