A workbook for a tax year that has already closed, built for real estate agents, with that year’s own mileage rates, meal limits and Social Security wage base. Fill it in from your bank and card statements; it produces a Schedule C summary to hand to whoever prepares the return.
Choose your years
- One tax year: $27
- All six years, 2020 to 2025: $127, less than the price of five single years
- All six years plus the current 2026 edition: $147, with the Personal tracker included
What you get, per year
- Dashboard, income log, expense log and mileage tracker for that year
- A Schedule C summary to print and hand to your preparer
- A deduction finder, a home office calculator and a write-off guide
- Source and Estimated columns on both logs, so a figure taken from a statement is told apart from one you reconstructed
- Both the Excel and the Google Sheets edition
How a prior-year edition differs
- One color theme: Classic Navy & Teal
- No Personal tracker and no quarterly estimate tab (the 2026 edition in the seven-workbook set includes both)
- Refunds for older years may no longer be claimable; these workbooks are for getting late returns organized and filed
- They do not calculate penalties or interest
Screens show sample data. AgentLedger workbooks are bookkeeping and organization tools, not tax advice. Review your figures with a qualified tax professional before filing.
