Description
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 — formally known as §199A. 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
• Residential real estate investors
• DIY landlords managing rental properties
• Landlords using TurboTax, FreeTaxUSA, or a tax pro
• CPAs who serve real estate clients
• Anyone filing Schedule E but worried about missing the 250-hour safe harbor
• Landlords providing services but avoiding self-employment tax missteps
üì¶ What‚Äôs Included
• QBI Safe Harbor Tracker (.xlsx) — log hours, dates, tasks, and workers
• Annual Planning Sheet — monthly + quarterly hour goals with rollover
• IRS-Compliant Signed Statement Templates (.docx) for 1040/Schedule E filers
• Qualifying Activity Checklist — what counts and what doesn’t
• Instructions Sheet — step-by-step IRS-aligned guide
• FAQ + CPA Prep Sheet — top questions and talking points if audited
• Ultimate QBI Guide — 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)
• Protects your QBI deduction — up to 20% of net rental income
• 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
• Shields you in the event of an audit
• Clarifies Schedule E vs Schedule C — avoid SE tax surprises
• Breaks down hours by task and person, as required
• Works for short-term and long-term rentals, with caution notes included
üíª Software Compatibility
• Microsoft Excel (.xlsx)
• Microsoft Word (.docx)
• Fully editable and reusable each tax year
• Works on both PC and Mac
üì• Instant Download Info
• Instant access after purchase
• No physical product will be shipped
• For personal or client use only – 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.
