What the tax pack includes
Each cleanup returns a complete, property-level package ready to hand to your CPA or bookkeeper. No more back-and-forth digging through folders and bank statements.
- Property-level income and expense summary
- Clean transaction spreadsheet
- Receipt index
- Missing rent month check
- Missing receipt flags
- Duplicate transaction or receipt suspects
- Uncategorized or unclear items list
- Repair vs improvement review list for CPA
- Final PDF / CSV / Excel / ZIP handoff package
How it works
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Send your files Email your rental bank CSVs, rent ledger, expense receipts, maintenance invoices, and any existing spreadsheets to hello@propflow.me with the subject "Tax-Pack Cleanup." Send what you have — we will flag what is missing.
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We organize and flag We sort transactions by property, match receipts, check for missing rent months, flag uncategorized or unclear items, and identify likely repairs vs. improvements for CPA review. We do not make tax determinations — we document the questions so your CPA can.
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Receive your tax pack You receive a clean, property-level spreadsheet, a receipt index, a flags list, and a final ZIP handoff package formatted for CPA or bookkeeper review. Turnaround is typically 3–7 business days after receiving all files.
Manual cleanup offer
Send us your rental bank CSV, rent ledger, expenses, receipts, and maintenance records. We organize them by property, flag missing or unclear items, and return a CPA-ready tax pack for review.
This is a manual, human-reviewed service — not automated software. Every file is reviewed individually. If something is unclear, we flag it for your CPA rather than guess.
Book tax-pack cleanup →Pricing
Flat-fee cleanup. No subscription required. Pay once per tax year per property set.
Up to 150 transactions
Up to 30 receipts
Up to 400 transactions
Up to 100 receipts
Not property management software. Not tax filing software.
PropFlow is a records organization and reporting tool for small landlords. Here is exactly what it does and does not do.
PropFlow does not
- Collect rent
- Screen tenants
- Manage leases
- File tax returns
- Provide tax advice
- Integrate with banks automatically
- Replace a CPA or bookkeeper
PropFlow does
- Organize rental income and expenses by property
- Flag missing rent months and unclear items
- Identify repair vs improvement records for CPA review
- Build a clean transaction spreadsheet from raw CSVs
- Index receipts and maintenance invoices
- Prepare a CPA-ready handoff package
- Help landlords stay organized year-round
Frequently asked questions
What is a rental property tax pack?
A rental property tax pack is a set of organized, property-level documents that a landlord hands to their CPA or bookkeeper before filing taxes. It typically includes an income and expense summary by property, a clean transaction spreadsheet, a receipt index, repair and improvement notes, and a list of any missing or unclear items. The goal is to reduce back-and-forth between the landlord and the tax professional.
What files do I need to send?
Send your rental bank CSV exports, rent ledger or payment records, expense receipts, maintenance invoices, and any property or mortgage statements. If you have records across multiple spreadsheets or apps, send those too. Send what you have — we will flag what is missing or unclear.
How long does the cleanup take?
Most single-property cleanups are completed within 3–5 business days after receiving all files. Small portfolio cleanups (up to 5 properties) typically take 5–7 business days. Custom or complex files may take longer. We will confirm a timeline when you book.
Does PropFlow file my taxes?
No. PropFlow organizes your rental records and prepares them for CPA or bookkeeper review. PropFlow does not file tax returns, does not provide tax advice, and is not a substitute for a qualified tax professional. The final tax pack is a set of organized records and flags for your CPA to review — not a completed tax return.
Is the cleanup service available for prior tax years?
Yes. The cleanup service is available for any tax year. If you have messy or incomplete records from a prior year, send what you have and we will organize and flag what is missing or unclear.
Related tools and checklists
PropFlow helps organize rental records for CPA or bookkeeper review. PropFlow does not provide tax, legal, or accounting advice and does not file tax returns. Final tax treatment should be reviewed by a qualified professional. Pricing is for the manual cleanup service only and does not include PropFlow software subscriptions.