Download owner statements

Get a per-property statement of income and expenses for a period. It is handy for your records and at tax time.

Before you start

• You sign in as a property owner.

Steps

1. Sign in. You land on your Properties view.
2. Open Reports from the menu.
3. Choose the property and the period, then view or download the statement.

Download it as a PDF

1. On Owner statements, choose the month, then select PDF and filters.
2. My statement opens for that month. Change the dates or tick only some of your properties, then select Apply filters.
3. Select Download PDF. It shows each property with its income, expenses and net, for the whole property and at your share, and the filters you chose in words. Download CSV gives the same as a spreadsheet.

Only the properties you own are listed, and the figures are the same as on your statements page.

What happens next

• The statement sums the rent received and the expenses recorded against the property for the period.
• For the Canada Revenue Agency T776 rental-income tax pack, your property manager can generate it from the management side. It is a Pro and up feature.

Troubleshooting

• A property is missing. Statements cover properties you are recorded as owning. Ask your manager to confirm the ownership link.
• Expenses are missing. Statements reflect expenses entered in Wealthru. Anything paid outside the app needs to be recorded to appear.