Dashboard
Your Tax Command Center
Track expenses, mileage, active hours, and deductions — organized and CPA-ready. Everything your tax professional needs, in one place.
Active Participant Status
Tax Impact
Monthly Spending
Deductions Tracked
View Full Checklist →Schedule C Summary
Income
Income by Platform
Enter your annual income totals from each platform. Upload the PDF reports to keep everything in one place.
Income Entries
| Date | Description | Source | Amount |
|---|
Expenses
Category Breakdown
Recent Expenses
| Date | Description | Category | Vendor | Amount | Receipt | Actions |
|---|
Property Costs The Big 3
Your largest fixed deductions. These come from your 1098 and insurance statements — not your credit card.
Mortgage Interest
Property Insurance
Property Taxes
Closing Costs (Acquisition)
One-time costs when you purchased the property. Some are deductible, others add to your cost basis.
The Big 3 Summary
Active Hour Tracker
Enter Total Hours
This drives your IRS qualification statusEnter your total active hours for the selected year. This is the number that drives your IRS qualification status and shows on your CPA report.
Active Participant Qualification: 100+ hours AND more hours than anyone else on the property
Hours by Person
Time Log
| Date | Property | Person | Activity | Duration | Notes | Actions |
|---|
Photo Evidence Review
Photo evidence strengthens your IRS audit protection. Attach photos to time entries showing your active participation.
No photo evidence yet
Add photos when logging time entries for IRS documentationRecommended Photo Evidence
Hours by Property
Mileage Tracking
Vehicles
Vehicle Business Use %
| Date | Purpose | Vehicle | Distance | Deduction | Actions |
|---|
Employees & Contractors
Team Members
Payment History
| Date | Employee | Amount | Work Performed | Actions |
|---|
Tax Summary by Employee
| Employee | Relationship | YTD Wages | Under Exclusion? | 1099 Required? |
|---|
Reports
Profit & Loss Statement
My PropertyCategory Breakdown
Monthly Trend
Year-to-Date Summary
Deductions Coverage
Tax Prep
Schedule C Summary
Tax Year 2026Tax Liability Estimate
Deductions Checklist
Depreciation
Track depreciable assets like appliances, furniture, improvements, and the building itself. Each asset depreciates over its IRS recovery period. This is separate from Cost Segregation, which accelerates depreciation through a professional study. Consult your CPA for proper classification.
Depreciable Assets
| Asset | Category | Date Placed | Cost Basis | IRS Life | Annual Depr. | Remaining |
|---|
Cost Segregation
What is Cost Segregation?
Cost segregation accelerates depreciation on your rental property, creating larger tax deductions in earlier years. A cost seg study identifies components (appliances, flooring, fixtures) that can be depreciated over 5-15 years instead of 27.5 years.
Bonus Depreciation (OBBBA): 100% of eligible components placed in service after January 19, 2025 can be deducted in Year 1. Consult your CPA for details.
Your Bonus Depreciation
Cost Seg Study Documents
Home Office
Choose Your Method
The IRS allows two methods. You can switch between them each tax year.
Office Space
Enter the square footage of your dedicated home office space. The IRS allows $5 per sq ft, up to 300 sq ft ($1,500 max).
IRS Requirements: Your home office must be used regularly and exclusively for business. A dedicated room or clearly defined workspace qualifies. A kitchen table used for personal meals does not. The simplified method doesn't require depreciation recapture when you sell — the actual method does. Consult your CPA for guidance specific to your situation.