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Documents

Store leases, insurance policies, settlement statements and receipts against the property they belong to, so they're on hand when your accountant or a tenant needs them.

A rental property generates a lot of paper: the settlement statement, insurance policy, lease agreement, council rates notices, and every receipt for a repair or improvement. Documents keeps them attached to the property they relate to, not in a separate inbox you have to cross-reference later.

What's worth uploading

Anything you'd otherwise dig for at tax time or during a sale: the settlement statement (it sets your cost base), insurance renewals, the current lease, and receipts for anything capital: a renovation, a new appliance, structural work. Routine expenses you've already imported as a transaction don't need a separate document unless you want the receipt on file too.

Formats

JPEG, PNG, HEIC and PDF are all accepted, up to 10MB per file, and a phone photo of a receipt works as well as a scanned PDF.

Finding a document later

Documents are filtered by property, so the fastest way to find one is from the property it's attached to rather than searching from scratch.

BrickTrack helps you organise your property data to work with your accountant. Not tax advice.

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