Introduction
Tax season shouldn’t feel like a horror movie. But if your records are messy, you’re likely scrambling every March (or worse — April).
Common Tax-Time Struggles
Incomplete or unreconciled financials
Inaccurate 1099s or vendor payments
Missing receipts or undocumented expenses
Lack of audit trails
Tax-Season Prep Tips with AppFolio
Reconcile monthly — not just end-of-year- Keep vendor W-9s updated
Categorize income and expenses using custom AppFolio reports
Export data early for your CPA or tax pro
Conclusion
Tax season can be painless — if your books are clean year-round. Stay organized in AppFolio and partner with a bookkeeper if needed. You’ll thank yourself.
