Bookkeeping and tax
Rental Property Management Spreadsheet
Rental property management spreadsheet for landlords with up to 10 properties and 50 units: a rent roll with lease-end alerts, a rent collection grid that shows paid, part-paid and late months, income and expense logs, and a year-end summary with US Schedule E and Canadian T776 lines.
C$12CAD
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- Instant download, nothing shipped
- Excel 2016+ and Google Sheets
- Filled-in sample file included
- Damaged or not as described? Fixed or refunded within 60 days
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What it does
- Units tab (rent roll): unit, property, tenant, lease start and end, monthly rent and deposit held. Days to lease end, with "Ending soon" inside your alert window (60 days to start) and "Lease ended" after the date
- Rent Tracker: rent received for every unit in every month. Green = paid in full, yellow = part paid, red = due and nothing received, plus the rent outstanding for each tenant up to an as-of date
- Income tab: every payment received (rent, late fees, pet fees, parking, laundry), with a check that flags a unit typed against the wrong property
- Expenses tab: every bill with a category. Each category shows its Schedule E line (US) and T776 line (Canada), both editable
- Tax Summary: pick one property or all of them for the year: rents received, other rental income, every expense category, total expenses and net rental income, plus the whole portfolio month by month
- Dashboard: rent collected, other income, expenses, net cash flow, rent outstanding, units, occupancy and leases ending soon, a table by property and a monthly income and expenses chart
- Leave the as-of date blank to use today, or type a month end to see the position on that day. Any currency
What you get
- XLSXRental-Property-Management-Spreadsheet.xlsx (blank, ready for your properties)
- XLSXRental-Property-Management-Spreadsheet-with-Sample-Data.xlsx (a filled-in example: 3 properties, 7 units, January to September)
- PDFQuick-start guide (PDF)
Good for
Landlords and small property managers who want rent, late payments, lease dates and tax-time totals in one file.
Please note
A record-keeping tool, not accounting, tax or legal advice. The Schedule E and T776 line numbers are a sorting aid; depreciation and capital cost allowance are not calculated. For your own properties; please don't resell or share the files.
Disclaimer
This template is a record-keeping tool and does not replace advice from a qualified or licensed professional (such as an accountant, tax advisor or lawyer). Check the results before you rely on them.
How it was made
Designed by VARS Digital with AI-assisted tools. Every formula is checked before release, and the sample file shows each tab working.
Questions
Email varsdigitals@gmail.com and we'll help you get set up.
