DE Rental & leasing · Schedule V
Document collection for the annual declaration of rental income (Schedule V). One workflow per rental property.
- 4
- Sections
- 10
- Questions
- 6
- Documents
- 2
- AI extractions
What's inside
Structured from the first question to the authority bundle.
Each section walks your clients through step by step — no PDF confusion, no back-and-forth. Your firm stays the anchor.
- 1
Notice & your details
3 questions
- 2
Property
5 questions
- 3
Rental income
1 questions · 1 documents
- 4
Deductible expenses
1 questions · 5 documents
Documents
What your clients upload — and what the AI reads from each one.
For every slot crosstax checks document type, required fields, completeness. Confirmation stays with you.
Rental income statement (e.g. Excel/PDF from the property manager)
Once · 2 AI fields
HOA/service-fee statement (condominium association)
Once · 2 AI fields
Service-charge statement to the tenant (difference between apportionment and advance payments)
Once
Repair and maintenance receipts
Multiple (e.g. per year)
Interest and repayment schedule (bank)
Once
Depreciation overview (from the tax advisor)
Once
Why this workflow
Faster than any PDF — more precise than any email.
Prefill, not retyping
Master data, prior-year values, plausibility rules — pulled in automatically from click one.
Documents get read
Pension statement, withholding-tax certificate, contribution proof — Claude reads the fields, you confirm.
You keep control
Every value versioned with its source. Full audit log. Nothing leaves without your sign-off.
Frequently asked questions
Do clients need an account?+
No. Clients fill the workflow via a link — an account is optional and lets them upload further documents later.
Is the data secure?+
Yes. Encrypted in transit and at rest, hosted in the EU and Switzerland, GDPR-compliant and fully auditable.
How does the data reach my tax software?+
Export reviewed answers and documents as structured CSV/Excel — or submit them straight into the authority process.