üßæ What It Is
A complete, IRS-aligned QBI Safe Harbor tracking system for landlords claiming the Qualified Business Income (QBI) deduction under the Big Beautiful Tax Bill ‚Äî formally known as ¬ß199A. This tool proves your rental qualifies as a business under Revenue Procedure 2019-38 using a 250-hour tracker, IRS statement templates, and built-in planning tools.

üè† Who It‚Äôs For
‚Ä¢ Residential real estate investors
‚Ä¢ DIY landlords managing rental properties
‚Ä¢ Landlords using TurboTax, FreeTaxUSA, or a tax pro
‚Ä¢ CPAs who serve real estate clients
‚Ä¢ Anyone filing Schedule E but worried about missing the 250-hour safe harbor
‚Ä¢ Landlords providing services but avoiding self-employment tax missteps

üì¶ What‚Äôs Included
‚Ä¢ QBI Safe Harbor Tracker (.xlsx) ‚Äî log hours, dates, tasks, and workers
‚Ä¢ Annual Planning Sheet ‚Äî monthly + quarterly hour goals with rollover
‚Ä¢ IRS-Compliant Signed Statement Templates (.docx) for 1040/Schedule E filers
‚Ä¢ Qualifying Activity Checklist ‚Äî what counts and what doesn‚Äôt
‚Ä¢ Instructions Sheet ‚Äî step-by-step IRS-aligned guide
‚Ä¢ FAQ + CPA Prep Sheet ‚Äî top questions and talking points if audited
‚Ä¢ Ultimate QBI Guide ‚Äî tax savings breakdown for rental owners

‚úÖ How to Use It
Log qualifying rental activities as they happen

Use built-in tips to know what counts toward the 250-hour rule

Track monthly goals and flag shortfalls with auto-summing

Print and attach your signed IRS Safe Harbor Statement to your return

Use the FAQ and checklist if your tax pro or IRS has questions

üí° Why It‚Äôs Helpful (Tax-Smart Reasons)
‚Ä¢ Protects your QBI deduction ‚Äî up to 20% of net rental income
‚Ä¢ Complies with Rev. Proc. 2019-38 for Safe Harbor treatment
‚Ä¢ Helps prove you’re a business, not a hobby ‚Äî per IRS code ¬ß162
‚Ä¢ Shields you in the event of an audit
‚Ä¢ Clarifies Schedule E vs Schedule C ‚Äî avoid SE tax surprises
‚Ä¢ Breaks down hours by task and person, as required
‚Ä¢ Works for short-term and long-term rentals, with caution notes included

üíª Software Compatibility
‚Ä¢ Microsoft Excel (.xlsx)
‚Ä¢ Microsoft Word (.docx)
‚Ä¢ Fully editable and reusable each tax year
‚Ä¢ Works on both PC and Mac

üì• Instant Download Info
‚Ä¢ Instant access after purchase
‚Ä¢ No physical product will be shipped
‚Ä¢ For personal or client use only ‚Äì commercial use not allowed

Disclaimer: This bundle is for informational use only and does not constitute legal or tax advice. Always consult a qualified tax professional before relying on this material for return preparation or financial decisions.

schedule_e_log

QBI Deduction Big Beautiful Bill Real Estate Tracker Landlords 250 Hour Safe Harbor IRS Statement Templates Tax Log Rental Planning Sheet