---
title: What Records Should I Keep for Tax Purposes?
description: Learn what property records to keep for tax purposes, including documents from MoveZen and expenses you pay directly.
---
[Skip to content](https://know.movezen360.com/what-records-should-i-keep-for-tax-purposes#main-content)
[Create a Ticket](https://know.movezen360.com/kb-tickets/new?hsLang=en-us)
- [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. [Taxes and Collections](https://know.movezen360.com/current-movezen-rental-homeowners?hsLang=en-us#taxes-and-collections)
January 22, 2026
# What Records Should I Keep for Tax Purposes?
## Good recordkeeping makes tax season easier and helps your CPA maximize your deductions. Here's what to keep and where to find it.
### What MoveZen Provides
You have access to everything you need from MoveZen through your Owner Portal:
**Monthly Owner Statements** break down each month's income and expenses in detail. If you ever need to see what made up the numbers on your annual report, your monthly statements have the backup.
**Monthly Owner Packets** include copies of invoices and vendor payment confirmations for any bills MoveZen paid on your behalf—so everything is in one place.
**Annual Cash Flow Report** provides a full-year overview of all income collected and expenses paid through MoveZen. This is typically what you'll hand to your CPA alongside your 1099.
All of these documents are available in your Owner Portal anytime under the Statements Tab, and Documents Tab (Cash flow and 1099 shared by January 31st for previous tax year)
### What You Should Keep on Your Own
MoveZen only reports what we collect and pay on your behalf. If you pay for anything directly, keep those records and provide them to your CPA so they have the full picture. This includes property taxes, insurance premiums, mortgage interest, utilities you pay directly, and any repairs or improvements you handled yourself.
Your CPA can only work with what you give them—don't leave deductions on the table.
### How Long to Keep Records
The IRS generally recommends keeping tax records for at least three years from the date you filed. For rental property, it's smart to keep records longer—especially documentation related to capital improvements, which affect your cost basis when you sell. Many CPAs recommend keeping property records for at least seven years, or for as long as you own the property plus seven years after you sell.
### Questions?
[Submit a Help Ticket](https://know.movezen360.com/link?hsLang=en-us) Phone: (910) 447-9495 Email: [mzaccounts@movezen360.com](mailto:mzaccounts@movezen360.com)
- [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)
[](https://MoveZen360.com)
[mailto:Service@MoveZen360.com](mailto:Service@MoveZen360.com)
Copyright © 2025, MoveZen Property Management