Baselane

The Tax Package is a consolidated report of your property financials that can be easily shared with a tax preparer, investing partner, lender, or anyone requesting your financials. Select the period and properties you want to run the report and click download. Two files will be downloaded, a Net Operating Cashflow report (CSV) and a ledger of transactions (CSV). Transaction Attachments will be coming soon.

See <a href="https://help.baselane.com/en/articles/7031487-how-do-baselane-categories-map-to-schedule-e-categories">here</a>, to learn more about tagging transactions to specific Schedule E categories.

Note: Allow permission to download multiple files if prompted by your browser.

<b>What transactions and attachments are included?</b>

All transactions tagged to the property you selected and within the specified period will be included in the Tax Package, regardless of whether they have been tagged to a category. Additionally, all attachments for filtered transactions will be included in the report (coming soon).

Your Tax Package will be available on the<i> Analytics &amp; Reporting</i> tab if you select the ‘Tax Package’ button. See image below for reference:

How can Baselane help me prepare my taxes?

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