A pack of papers, its top sheet lifted

How do I load a rental schedule into LodgeiT?

Each owner's LodgeiT workbook goes from the Accountant pack into LodgeiT.

There's no direct connection to LodgeiT. You download a workbook from PropRetire and load it into LodgeiT.

1. Where is the workbook?

A tray of a home's records, the newest page held over it, ready to be filed

Where a year has a rented property, its Accountant pack holds a LodgeiT workbook for each owner, laid out as LodgeiT's import template.

Accountant packs

2. How do I load it?

A spreadsheet lying on a plate, one cell lifted clear of it
  1. In LodgeiT, under Financials, select Excel and import the workbook.
  2. Under Income, then Rent, select Add Worksheet, then Import.
  3. Check it against each property, and classify each Account.

A line that's on no schedule line is in the pack's notes.txt.

3. What if rent is their only income?

A receipt, four lines long

We haven't seen LodgeiT take this workbook for a person whose only income is rent, so check it there before you rely on it.