Year-end records
A rental-records checklist for the year-end handoff
A folder full of receipts is a start. The harder questions usually concern the context: which property a purchase belonged to, what a contractor did and why only part of a bill appears in the rental total.
A short review before sharing your records can catch those gaps. This is an organizational checklist, not a list of tax deductions or filing requirements. The same preparation can help whether you use tax software or work with a qualified tax professional.
Gather the records and the explanations
Choose the year and properties you are reviewing. Keep the same property names across files, and note the period covered by each export. Add a short list of questions instead of silently filling in details you can no longer remember.
- Receipts and invoices: original documents, dates, vendors, properties and a short description of each purchase or service.
- Shared expenses: the original total, the rental portion you recorded and the explanation for the split.
- Income records: saved entries plus the booking-platform statements and bank records you will review separately.
- Property hours: dates, people, durations and descriptions of the work, keeping host and helper entries distinct.
- Mileage: the saved trip details and the purpose you recorded.
- Open questions: missing documents, unclear descriptions and amounts that still need checking.
Check the source behind the number
Open a few entries from each property and trace them back to their originals. Check for duplicates, unreadable images and entries assigned to the wrong property. Review drafts while the work is still familiar rather than assuming every captured document is finished.
A mixed receipt needs particular care. In a simple arithmetic example, a $100 bill with a host-selected 70% rental portion produces a $70 rental record. The original still shows $100. Keep the explanation with both figures; the example does not establish which allocation or tax treatment applies to your purchase.
Keep platform statements and bank records available for comparison. The income you enter in doorledge is a record of those entries, not an automatic reconciliation of bookings, fees, refunds and bank deposits.
Send a copy with a clear scope
In doorledge, use Records → Export and choose the year and property. Share a spreadsheet or a package with summaries and saved originals. Export summaries use confirmed records, so finish reviewing the entries you intend to include first.
You can also publish a dated accountant copy. Review the selected records and originals before creating the link, especially when a receipt includes personal purchases. Anyone with the link can read that copy. It expires after 90 days and can be closed sooner.
Later changes on your phone do not change an existing accountant copy. If you correct a record, tell the recipient and send an updated copy. Closing a link stops new access; it cannot recall files someone has already downloaded. There is no direct tax-software import connection promised by the link.
Keep a backup as well as the handoff
An export is a set of records to read or review. A complete app backup is for restoring your ledger and files. Save a backup through Settings → Backup & restore and keep it in a location you can access if you replace your phone.
The handoff is easier when the explanations were written at the time of the work. A property name on a repair invoice, a note about a split purchase and a dated helper visit are small details now that save you from reconstructing the story later.