Pendo Support

Tax Preparation

The Tax Preparation Summary is located under the Payments | Dashboard menu:

Change the filters for Type = Income & Expenses and set your date range:

Click on the Export button to download a copy of the summary in .CSV format:

The report will include all income as well as expenses, interest, management fees paid over the set time period.  Calculate interest paid and property depreciation to finalize your report.

*Deposits, Prepaid rent and other liabilities will not be included.