Tax & Schedule E

Stop Dreading Tax Season

While other landlords are digging through shoeboxes in April, you'll generate your Schedule E in 30 seconds. Everything is organized year-round, exactly the way your accountant wants it.

No credit card required

How It Works

From daily transactions to tax-ready reports in four simple steps

1

You're Always Tax-Ready

Every receipt you upload, every rent payment you record, every bank transaction you sync—we're categorizing it in real-time to the correct Schedule E line item.

You're not "catching up" during tax season. You're already done.

2

Click Export. Schedule E Appears

When you need your tax reports, click "Generate Tax Report" and choose from:

Schedule E

IRS-ready rental income and expense report

General Ledger

Complete transaction history by property

Income Statement

Profit/loss breakdown by month and property

Cash Flow Statement

Track how money moved through your properties

3

Add Mortgage Interest

Update your mortgage interest and insurance details, or upload your Form 1098 directly. We'll incorporate it automatically.

4

Download and Send to Your CPA

All reports export in IRS-accepted formats (PDF, Excel, CSV). Your accountant will actually thank you.

My accountant said it was the cleanest books he'd seen in 15 years.
David K.

David K.

5-property landlord

15years of records

Migrated seamlessly

Never Miss a Tax Deduction Again

Most landlords lose money by forgetting legitimate deductions. FourCasa tracks every expense category the IRS cares about, automatically.

We capture everything:

Advertising & Marketing

Listing fees, Zillow ads, signage

Repairs vs. Improvements

Correctly separated (this matters for audits)

Mortgage Interest

Principal and interest split automatically

Insurance, Utilities, Management Fees

Always categorized correctly

Schedule E Tax Report Example

The result? You claim every deduction you're entitled to. Your tax bill goes down. Your accountant's job gets easier.

More Than Just Schedule E

Year-End Summary

See total income, expenses, and net profit across all properties in one consolidated report

Depreciation Tracker

Track property basis and calculate depreciation automatically

Multi-Property Support

Generates combined and separate Schedule E, plus property-by-property breakdown.

Multi-Year Comparison

Compare this year vs. previous years to spot trends.

Built-In Tax Protection

Audit-Ready Documentation

Every expense is backed by a receipt and stored securely for IRS requirements

Repair vs. Improvement Guidance

We flag items that might need to be capitalized vs. expensed (this is where landlords get audited).

Human Verification on Tricky Items

When AI isn't 100% confident, our experts review before it goes in your books.

Your Accountant Will Love You

What you hand your accountant at tax time

Before FourCasa

Shoe box of receipts

With FourCasa

Complete Schedule E (ready to review)

Before FourCasa

Messy spreadsheets with errors

With FourCasa

Digital, organized expense log

Before FourCasa

Missing Form 1099s and forms

With FourCasa

Organized General Ledger by Property

Before FourCasa

Handwritten notes trying to explain transactions

With FourCasa

Clean Income and Cash Flow statements

What landlords are saying

My accountant said it was the cleanest books he'd seen in 15 years.

- David K.

5-property landlord

Tax season used to terrify me. Last year, I generated my Schedule E in about 30 seconds. My CPA was shocked.

- Xiao Y.

5-unit portfolio owner

Never Stress About Taxes Again

Let FourCasa handle Schedule E and all your tax reports. Try it free for 90 days.

No credit card required

Still have questions?

Common Tax Season Questions

Our AI doesn't guess. When confidence is below 100%, a human expert reviews and categorizes. You get AI speed with human accuracy.

You can edit any transaction before generating your Schedule E. Need to recategorize? Reallocate to a different property? Split between properties? Take 10 seconds.

Yes, FourCasa exports to Excel, CSV, and PDF. Your accountant can import in their tax software.

Schedule E is federal (IRS Form 1040). For state returns, FourCasa provides the detailed breakdown your state return needs.

Yes. Upload the previous year's transactions and documents. FourCasa will organize and generate historical Schedule E reports.

FourCasa stores all receipts, invoices, and documentation. Download everything organized by property and expense type. IRS auditors prefer this level of organization.