Tax Reporting · Feb 22, 2026
What your year-end owner package should actually contain
A practical look at the documents your CPA wants and the ones you should ask for from any property manager.
Minimum acceptable
- Annual cash-flow summary by property.
- 1099-MISC for owner distributions over $600.
- Maintenance & capex itemization with vendor 1099s.
- Year-end tenant ledger with paid/unpaid balance.
What separates good from great
- Year-over-year comparison view.
- Asset-level KPIs: NOI, days-vacant, average days-to-lease, retention rate.
- Recommended capex plan for the upcoming year.
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