Open Reports, set the date range to the tax year, and download the financial summary PDF or the CSV. With your country set to the United States, the PDF is headed for Schedule E, Supplemental Income and Loss, and it breaks the year down property by property, which is how Schedule E itself is laid out.
As with the Canadian version, this is organized source data, not a completed Schedule E. It gives your preparer clean numbers instead of a shoebox.
What the summary contains
Per property: rent collected, mortgage, landlord-paid utilities, expenses, maintenance mirrored from completed jobs, and net cashflow. A portfolio total appears when you have more than one property.
The CSV gives the transaction-level detail behind those figures: date, type, property, tenant, category, amount, method, and note, across payments, utilities, expenses, and maintenance.
What it does not do
It does not calculate depreciation, which is a large part of a real Schedule E and depends on your cost basis, your placed-in-service date, and choices you make with your preparer. See does ProperLease calculate depreciation.
It also does not separate every Schedule E expense line for you. Property tax and insurance currently roll into the overall expenses figure on the PDF. Use the CSV, where each row carries its own category, if you need the split.
What to do in ProperLease
- Set your country to the United States on the Account page.
- Open Reports and choose the Last year preset, or set a custom range.
- Filter to one property if you file them separately.
- Download the PDF for your preparer and the CSV for the detail.
Your first report download on the Free plan is free and carries a Free plan watermark. After that, exports are a Premium feature.
Confirm treatment with a tax professional. See US rental property taxes: Schedule E made simple.
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