Financial statements and tax-ready exports, one click away
Tax season should be an export, not a project. Because rent, fees, maintenance costs, and payouts all post to the ledger as they happen, the statements are already correct when you go to run them.
Reports you can run
- Profit and loss, by property, unit, or portfolio
- Balance sheet and standard financial statements
- Schedule E tax reports, exported in one click
- Multi-dimensional reporting across property, unit, and portfolio
- Occupancy, vacancy, and portfolio performance reporting
- Owner reporting for management companies
- Year-end close and books review
An important caveat
Seayora produces reports and exports from your data. It is not a tax or accounting advisor, and it does not file on your behalf. Review your books with a qualified professional before filing.
Frequently asked questions
Can I get a Schedule E report?
Yes. Schedule E tax reports can be exported in a single click from your tracked income and expenses.
Does this replace my accountant?
No. Seayora produces accurate books and exports; it does not provide tax or accounting advice and does not file returns. Review with a qualified professional.
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Documentation
- Financial Reports — The core reports Seayora produces — Profit & Loss, Balance Sheet, aging, budgets vs. actual — and how to read them.
- Taxes & Sales Tax — How Seayora calculates and tracks sales tax on invoices, and your responsibility to determine, file, and remit taxes.
- Year-End Close & Books Review — A practical checklist for closing your books at year-end — reconciling, reviewing reports, and getting ready to hand off to a tax professional.
- Classes, Locations & Multi-Dimensional Reporting — How to tag transactions with classes and locations so you can report on performance by division, trade, or site — not just company-wide.
Related features
- Property Management Accounting — A full chart of accounts and general ledger purpose-built for rentals — income and expenses tracked to the unit, with rent, fees, and maintenance posting automatically.
- Portfolio Analytics & Dashboards — Customizable dashboards and portfolio reporting covering occupancy, vacancy, financial performance, and team metrics across every property you manage.