Add a Rental schedule workpaper to an Account

Modified on Wed, 01 May 2024 at 02:06 PM

  1. On the Trial balance page, locate the account that you want to add the workpaper to.  
  2. From the Add Workpaper drop-down list, select either Rental property income or Rental property expense.
  3. Click the workpaper Rental property income / Rental property expense link to open the worksheet.
  4. Make the adjustment on the workpaper.
  5. Optional: Change the default tax form disclosure.
  6. Optional: Add a notefile or query.

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