---
title: How and When Will I Receive Financial Statements for My Property?
description: Knowing when statements arrive and how to read them makes it easier to track performance and prepare for tax season.
---

[Skip to content](https://know.movezen360.com/how-and-when-will-i-receive-financial-statements-for-my-property#main-content)

[Create a Ticket](https://know.movezen360.com/kb-tickets/new?hsLang=en-us)

![MoveZen, Inc Logo](https://know.movezen360.com/hs-fs/hubfs/MoveZen%20Property%20Management%20Company%20Logo.png?width=130&height=134&name=MoveZen%20Property%20Management%20Company%20Logo.png)

- [Home](https://movezen360.com/)
- [Customer Service Tickets](https://pages.movezen360.com/customer-central?status=all&view=my_tickets&offset=0)
  
  Show submenu for Customer Service Tickets

    - [Create a Service Request](https://pages.movezen360.com/customer-central/new)
    - [Service Request History](https://pages.movezen360.com/customer-central?status=all&view=my_tickets&offset=0)
- [Knowledge Base](https://know.movezen360.com/)
- [Custom Services](https://pages.movezen360.com/custom-services)
- Portals
  
  Show submenu for Portals

    - [Help Portal Home](https://pages.movezen360.com/home)
    - [Resident Maintenance & Finance Portal](https://movezen360.com/tenant-portal-login-center/)
    - [Owner Property & Finance Portal](https://movezen360.com/rental-owner-portal/)

Open main navigation

Close main navigation

- [Home](https://movezen360.com/)
- [Customer Service Tickets](https://pages.movezen360.com/customer-central?status=all&view=my_tickets&offset=0)
  
  Show submenu for Customer Service Tickets

    - [Create a Service Request](https://pages.movezen360.com/customer-central/new)
    - [Service Request History](https://pages.movezen360.com/customer-central?status=all&view=my_tickets&offset=0)
- [Knowledge Base](https://know.movezen360.com/)
- [Custom Services](https://pages.movezen360.com/custom-services)
- Portals
  
  Show submenu for Portals

    - [Help Portal Home](https://pages.movezen360.com/home)
    - [Resident Maintenance & Finance Portal](https://movezen360.com/tenant-portal-login-center/)
    - [Owner Property & Finance Portal](https://movezen360.com/rental-owner-portal/)
- [Create a Ticket](https://know.movezen360.com/kb-tickets/new)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [MoveZen Property Management Knowledge Base (rentals)](https://know.movezen360.com/?hsLang=en-us)
2. [Current MoveZen Rental Homeowners](https://know.movezen360.com/current-movezen-rental-homeowners?hsLang=en-us)
3. [Portals, Statements, Financials](https://know.movezen360.com/current-movezen-rental-homeowners?hsLang=en-us#portals-statements-financials)

February 10, 2026

# How and When Will I Receive Financial Statements for My Property?

## Knowing when statements arrive and how to read them makes it easier to track performance and prepare for tax season.

**Audience:** *rental property owners who want to understand how MoveZen provides financial reporting, when statements are issued, and how to access them through the Owner Portal.*

Clear, accurate financial statements are essential to managing your rental investment. MoveZen provides property owners with detailed monthly statements, giving full visibility into income, expenses, repairs, deposits, and disbursements.

---

#### Frequently Asked Questions

**When are monthly financial statements issued?** Typically between the 8th-10th of each month, after rent collection and accounting reconciliation.

**Where do I access my statements?** In your Owner Portal under the "Reports" or "Statements" section.

**Do I receive statements even if no rent was collected?** Yes—you'll receive a statement anytime activity occurs.

**Can I request custom or year-to-date reports?** Yes. Many can be generated directly from your Owner Portal.

---

#### When MoveZen Issues Monthly Financial Statements

MoveZen sends financial statements once per month, after:

- Rent payments are processed
- Trust accounting is reconciled
- Vendor invoices are recorded
- Owner disbursements are prepared

This process typically concludes on or before the 10th of the month.

Statements may be slightly delayed if:

- A holiday impacts banking
- The month begins on a weekend
- Banks delay deposit verification
- A high volume of invoices or late payments require reconciliation

MoveZen prioritizes accuracy and trust compliance over rushing statements.

---

#### What Your Monthly Financial Statement Includes

Each statement provides a full overview of property activity, including:

- Rent collected
- Owner disbursements
- Pending or unpaid charges
- Management fees
- Maintenance expenses
- Vendor invoices
- Security deposit status (if applicable)
- Running balance
- Year-to-date totals

These details make it easy to track performance and prepare for tax reporting.

---

#### Where to Access Your Statements: Owner Portal

All statements are stored electronically in your MoveZen Owner Portal, available 24/7.

Once logged in, navigate to:

**Reports → Statements**

or

**Reports → Owner Statement: Cash Basis**

You can:

- Download PDF versions
- Export reports
- Print for tax preparation
- Review historical statements

Your portal acts as a permanent financial archive.

---

#### What Owners Should Expect Each Month

- Rent received will appear as income
- Repairs will appear as expenses
- Management fees will automatically deduct
- Deposits will show when collected or transferred
- Owner disbursement will match your bank deposit

Every line item includes a clear label so you know exactly how funds moved.

---

#### How MoveZen Ensures Accuracy Through Trust Accounting

Your statement is produced after MoveZen's accounting team completes:

- Bank reconciliation
- Tenant ledger reconciliation
- Trust account verification
- Vendor invoice matching

This multi-step process ensures compliance with North Carolina's strict trust account laws.

---

#### Why Statements Cannot Be Finalized Before Rent Clears

Property owners sometimes ask:

**"Can I get my statement earlier?"**

Unfortunately, no.

MoveZen must wait until:

- Tenant rent clears the bank
- All adjustments for late payments are recorded
- All expenses for the property are posted

Issuing statements early would violate trust accounting rules and create inaccuracies.

---

#### End-of-Year Statements & Tax Reporting

At the end of each tax year, you'll receive:

- Form 1099-MISC reporting rental income
- Year-end summary statement
- Access to all monthly statements

These documents make tax preparation straightforward and ensure compliance.

Year-end tax documents are typically issued by January 31st.

**Related article:** [https://know.movezen360.com/where-can-i-locate-my-tax-documents](https://know.movezen360.com/where-can-i-locate-my-tax-documents?hsLang=en-us)<https://know.movezen360.com/where-are-my-tax-documents?hsLang=en-us>

---

#### Situations That May Cause Statement Variations

#### 1. Property has no income that month

You may receive a zero-activity statement.

#### 2. Late rent collection

Statement may arrive slightly later due to bank delays.

#### 3. Pending repair invoices

Some expenses may appear the following month depending on vendor billing cycles.

#### 4. New property onboarding

First-month statements may include prorated or setup items.

#### 5. Final month before sale or offboarding

Statement may include closing adjustments.

---

#### Tips for Reading Your Statement Effectively

- Compare income to your expected rent
- Review any maintenance charges with attached invoices
- Confirm owner disbursement matches your bank deposit
- Check for tenant balances
- Save all PDF copies for tax season

If anything looks unclear, MoveZen's accounting team can help explain each item.

- [General](https://know.movezen360.com/general?hsLang=en-us#main-content)

    - [Portals](https://know.movezen360.com/general?hsLang=en-us#portals)
    - [Internal Article Only](https://know.movezen360.com/general?hsLang=en-us#internal-article-only)
- [Potential Residents](https://know.movezen360.com/potential-residents?hsLang=en-us#main-content)

    - [Showing, Viewing, Accessing A Home For Rent](https://know.movezen360.com/potential-residents?hsLang=en-us#showing-viewing-accessing-a-home-for-rent)
    - [Lease Signing and Negotiation, General Tips](https://know.movezen360.com/potential-residents?hsLang=en-us#lease-signing-and-negotiation-general-tips)
    - [Application, Approval, Acceptance](https://know.movezen360.com/potential-residents?hsLang=en-us#application-approval-acceptance)
    - [Move In Benefits and Costs](https://know.movezen360.com/potential-residents?hsLang=en-us#move-in-benefits-and-costs)
- [Upcoming Move In Residents](https://know.movezen360.com/upcoming-move-in-residents?hsLang=en-us#main-content)

    - [Important Move In Payment Details](https://know.movezen360.com/upcoming-move-in-residents?hsLang=en-us#important-move-in-payment-details)
- [Current Residents](https://know.movezen360.com/current-residents?hsLang=en-us#main-content)

    - [Payments](https://know.movezen360.com/current-residents?hsLang=en-us#payments)
    - [General Lease Issues](https://know.movezen360.com/current-residents?hsLang=en-us#general-lease-issues)
    - [Lease Renewals](https://know.movezen360.com/current-residents?hsLang=en-us#lease-renewals)
    - [Lease Break, Roommate Swap, Lease Termination Options](https://know.movezen360.com/current-residents?hsLang=en-us#lease-break-roommate-swap-lease-termination-options)
    - [Portal](https://know.movezen360.com/current-residents?hsLang=en-us#portal)
    - [The Care We Take With Occupied Home Visits](https://know.movezen360.com/current-residents?hsLang=en-us#the-care-we-take-with-occupied-home-visits)
    - [Resident Benefits Details](https://know.movezen360.com/current-residents?hsLang=en-us#resident-benefits-details)
    - [Maintenance and Repairs](https://know.movezen360.com/current-residents?hsLang=en-us#maintenance-and-repairs)
- [Departing Residents](https://know.movezen360.com/departing-residents?hsLang=en-us#main-content)

    - [Pre-Move Out](https://know.movezen360.com/departing-residents?hsLang=en-us#pre-move-out)
    - [Move Out Day and Legal Finalization](https://know.movezen360.com/departing-residents?hsLang=en-us#move-out-day-and-legal-finalization)
    - [Security Deposit Handling](https://know.movezen360.com/departing-residents?hsLang=en-us#security-deposit-handling)
- [Rental Investors and Market Information](https://know.movezen360.com/rental-investors-and-market-information?hsLang=en-us#main-content)

    - [Seasonal and Timing](https://know.movezen360.com/rental-investors-and-market-information?hsLang=en-us#seasonal-and-timing)
- [Potential Homeowner Customer Pre-Signup](https://know.movezen360.com/potential-homeowner-customer-pre-signup?hsLang=en-us#main-content)

    - [Onboard and Getting Started](https://know.movezen360.com/potential-homeowner-customer-pre-signup?hsLang=en-us#onboard-and-getting-started)
    - [Portals](https://know.movezen360.com/potential-homeowner-customer-pre-signup?hsLang=en-us#portals)
    - [Listing, Marketing, Vacant Handling](https://know.movezen360.com/potential-homeowner-customer-pre-signup?hsLang=en-us#listing-marketing-vacant-handling)
    - [Management Service Offerings](https://know.movezen360.com/potential-homeowner-customer-pre-signup?hsLang=en-us#management-service-offerings)
    - [Move Out Process Details for Owners](https://know.movezen360.com/potential-homeowner-customer-pre-signup?hsLang=en-us#move-out-process-details-for-owners)
    - [Repairs and Maintenance](https://know.movezen360.com/potential-homeowner-customer-pre-signup?hsLang=en-us#repairs-and-maintenance)
    - [Charges and Costs](https://know.movezen360.com/potential-homeowner-customer-pre-signup?hsLang=en-us#charges-and-costs)
    - [Setting Listing Rental Rates](https://know.movezen360.com/potential-homeowner-customer-pre-signup?hsLang=en-us#setting-listing-rental-rates)
    - [Accounting, Billing, Payments](https://know.movezen360.com/potential-homeowner-customer-pre-signup?hsLang=en-us#accounting-billing-payments)
- [Current MoveZen Rental Homeowners](https://know.movezen360.com/current-movezen-rental-homeowners?hsLang=en-us#main-content)

    - [Owner Resources](https://know.movezen360.com/current-movezen-rental-homeowners?hsLang=en-us#owner-resources)
    - [Taxes and Collections](https://know.movezen360.com/current-movezen-rental-homeowners?hsLang=en-us#taxes-and-collections)
    - [Between Lease Turnover and Relist](https://know.movezen360.com/current-movezen-rental-homeowners?hsLang=en-us#between-lease-turnover-and-relist)
    - [Move Out Process and Preparation](https://know.movezen360.com/current-movezen-rental-homeowners?hsLang=en-us#move-out-process-and-preparation)
    - [Payments and Funding](https://know.movezen360.com/current-movezen-rental-homeowners?hsLang=en-us#payments-and-funding)
    - [Portals, Statements, Financials](https://know.movezen360.com/current-movezen-rental-homeowners?hsLang=en-us#portals-statements-financials)
    - [Lease Renewals](https://know.movezen360.com/current-movezen-rental-homeowners?hsLang=en-us#lease-renewals)
    - [Listing, Showing, Vacancy Handling](https://know.movezen360.com/current-movezen-rental-homeowners?hsLang=en-us#listing-showing-vacancy-handling)
    - [Lease Break, Roommate Swap, Lease Termination Options](https://know.movezen360.com/current-movezen-rental-homeowners?hsLang=en-us#lease-break-roommate-swap-lease-termination-options)
- [Vendor Resources](https://know.movezen360.com/vendor-resources?hsLang=en-us#main-content)

    - [Portal](https://know.movezen360.com/vendor-resources?hsLang=en-us#portal)
    - [Potential Vendor Relationship](https://know.movezen360.com/vendor-resources?hsLang=en-us#potential-vendor-relationship)
- [Repairs & Maintenance](https://know.movezen360.com/repairs-maintenance?hsLang=en-us#main-content)

    - [Reporting](https://know.movezen360.com/repairs-maintenance?hsLang=en-us#reporting)
    - [Improvement Tips](https://know.movezen360.com/repairs-maintenance?hsLang=en-us#improvement-tips)
    - [Common Problems](https://know.movezen360.com/repairs-maintenance?hsLang=en-us#common-problems)
    - [Fire and Carbon Monoxide](https://know.movezen360.com/repairs-maintenance?hsLang=en-us#fire-and-carbon-monoxide)
    - [Emergencies](https://know.movezen360.com/repairs-maintenance?hsLang=en-us#emergencies)
- [Staffing and Hiring Details](https://know.movezen360.com/staffing-and-hiring-details?hsLang=en-us)
- [Potential MoveZen Homeowner Customers](https://know.movezen360.com/potential-movezen-homeowner-customers?hsLang=en-us)
- [Listing, Showing, Viewing, Marketing for Rentals](https://know.movezen360.com/listing-showing-viewing-marketing-for-rentals?hsLang=en-us#main-content)

    - [Rental Showings](https://know.movezen360.com/listing-showing-viewing-marketing-for-rentals?hsLang=en-us#rental-showings)
- [Move In and Preparation](https://know.movezen360.com/move-in-and-preparation?hsLang=en-us)
- [Move Out & Lease Finalization](https://know.movezen360.com/move-out-lease-finalization?hsLang=en-us)
- [Lease Renewals](https://know.movezen360.com/lease-renewals?hsLang=en-us)

[![MoveZen, Inc Logo](https://know.movezen360.com/hs-fs/hubfs/MoveZen%20Property%20Management%20Company%20Logo.png?width=130&height=134&name=MoveZen%20Property%20Management%20Company%20Logo.png "MoveZen, Inc Logo")](https://MoveZen360.com)

<https://www.facebook.com/MoveZenPropertyManagement/> <https://twitter.com/MoveZen> <https://www.instagram.com/movezen/> [mailto:Service@MoveZen360.com](mailto:Service@MoveZen360.com)

Copyright © 2025, MoveZen Property Management