Three Reports for Three Audiences
Rental property owners need different reports for different situations. Your CPA wants expenses mapped to Schedule E lines. Your lender wants a Statement of Real Estate Owned showing property values, mortgage balances, and rental income. And you want a clear picture of how each property is performing month by month.
RentalReportLab generates all three from the same underlying data. You log income and expenses once, and the software formats that data into the right report for each audience. No duplicate data entry. No reformatting spreadsheets. No paying your CPA to reorganize your records.
Schedule E Report
The Schedule E report mirrors the IRS format with all 18 expense lines pre-filled. If you spent $3,200 on repairs, $1,800 on insurance, and $2,100 on property taxes, those amounts appear on Lines 14, 9, and 16 respectively. Multi-property owners get side-by-side columns, exactly like the official form.
Statement of Real Estate Owned (SREO)
Lenders require an SREO when you apply for a mortgage or refinance. This report lists each property with its address, estimated market value, outstanding mortgage balance, monthly rental income, and monthly expenses. For example: 123 Oak Street, valued at $385,000, mortgage balance $262,000, monthly rent $2,400, monthly expenses $1,150.
Property Performance PDF
The performance report gives you a deep dive into a single property. It includes monthly income and expense charts, net operating income, expense ratios, and year-over-year comparisons. Use it to identify trends like rising repair costs or seasonal income fluctuations. If your beach rental earns $4,200 per month in summer but only $1,100 in winter, this report makes that pattern visible.
How It Works
Track Your Data
Log income and expenses throughout the year, or import CSVs from Airbnb, VRBO, and Hostaway. Add property details like purchase price and mortgage balance for SREO reports.
Choose a Report Type
Select Schedule E, SREO, or Property Performance from the reports page. Pick your date range and the properties to include.
Download or Share
Generate a polished PDF instantly. Download it for your records, or create a share link for your accountant or lender. No login required for recipients.
What Each Report Includes
- •Schedule E: gross income, all 18 expense lines with totals, net income per property, and portfolio summary
- •SREO: property address, market value, mortgage balance, monthly rent, monthly expenses, and net cash flow for each property
- •Property Performance: monthly income and expense trends, NOI calculation, expense ratio, and year-over-year comparison
- •All reports: clean PDF layout, property addresses and date ranges clearly labeled, and a footer with generation timestamp