How should I upload real estate tax documents for a client with multiple properties?

If your client has multiple properties and receives separate statements or documents for each one, you do not need to manually separate them before uploading to Filed. The AI is designed to handle this — but there are a few best practices to follow depending on how the real estate taxes are being reported on the return.

Schedule E (Rental Properties)

If the real estate taxes are being reported as part of a rental property on Schedule E, here's how Filed handles it:

• If real estate taxes are already included in the property's P&L, no separate receipt or statement is needed — Filed will pull the figures directly from the P&L.

• If both a P&L and a separate tax receipt are uploaded, Filed will flag potential duplicates as long as the amounts on the receipt match what's already reflected on the P&L.

• For clients with multiple rental properties, include the real estate taxes in each property's individual P&L and label each one with the property address. This allows Filed to correctly identify which taxes apply to which property.

Schedule A (Itemized Deductions)

If the real estate taxes are being reported as an itemized deduction on Schedule A, here's what to keep in mind:

• Simply provide the invoices or receipts for the real estate taxes — Filed can parse them whether they are submitted as images, an Excel summary, or actual receipts.

• If the taxes are paid through a mortgage escrow account, they will already appear on the client's 1098 — no separate receipt is needed in that case.

Summary

The client does not need to manually separate any documents. As long as each P&L is clearly labeled with the property address for Schedule E properties, Filed will handle the rest. For Schedule A, just upload the available invoices or receipts and Filed will take it from there.