One workbook, not five spreadsheets
Rent, income, expenses, repairs, and lease dates live in one Excel file you can keep updated every month.
Digital ops kit · Instant download
Stop scrambling at tax time with scattered rent notes.
Kitwright’s Small Landlord Schedule E Ops Kit is a clean Excel workbook for DIY landlords who want one place for rent, expenses, repairs, and lease dates — organized with common IRS Schedule E–style category labels so year-end numbers are easier to hand to a CPA.
$29 one-time · instant digital download
Bookkeeping aid — not tax advice. You still file with your own professional.
Why landlords use this kit
Categories that match Schedule E language
Expense groupings mirror common Schedule E Part I–style labels so your year-end handoff to a CPA is clearer.
Lease deadlines you can see
A renewals pipeline and dashboard highlight leases due within 90 days so renewals don’t sneak up on you.
Ready the day you download
Sample data for two fictional properties shows how the dashboard works — clearly marked SAMPLE, easy to replace.
What’s included
- Excel workbook (.xlsx) — Microsoft Excel; upload to Google Drive for Sheets; also opens in LibreOffice Calc
- Setup for up to 10 properties/units
- Rent Roll with monthly payment status + estimated YTD collected
- Income log (rents, royalties, other)
- Expenses mapped to common Schedule E–style groupings (advertising, insurance, mortgage interest, repairs, utilities, depreciation placeholder, and more)
- Maintenance log (vendor, cost, status, warranty notes)
- Lease Renewals pipeline with notice-deadline helper
- Tax Summary for a selected tax year — portfolio totals + per-property for your first two properties
- Dashboard — YTD income vs expenses, occupancy snapshot, top expense categories, leases due within 90 days
- Printable Rent Receipt tab
- README + structure notes (CSV) for power users
- Sample data for 2 fictional properties (clearly marked SAMPLE)
Who it’s for
- US small landlords / househackers with roughly 1–10 residential units
- Owners who self-manage (or want a clear handoff packet for a bookkeeper)
- Anyone tired of generic rent spreadsheets that ignore expense categories and lease deadlines
Who it’s not for
- Large portfolios that need full property-management software
- Anyone looking for guaranteed tax outcomes or automated IRS filing
Honest fine print
Category names mirror common Schedule E expense groupings for organization only. Depreciation in the sample file is a placeholder — confirm basis and method with a CPA. Kitwright does not provide tax, legal, or accounting advice and does not guarantee IRS acceptance of any categorization. This is a bookkeeping and operations aid, not tax software.
Get the Small Landlord Schedule E Ops Kit
$29 · Instant download · Version 1.0.0
Also from Kitwright
Security Deposit & Turnover Ops Kit — $19
Deposit ledger, move-in/out worksheets, itemized deductions, return tracker, and unit turnover pipeline. Companion to this Schedule E kit.
Suggested duo
Books + deposits for the same 1–10 unit portfolio. Buy both kits on Gumroad (Schedule E — $29 + Deposit — $19). Or get both in the Small Landlord Ops Duo — $39. Also: Year-End CPA & 1099 Kit — $19 · Ops Complete — $49.