Free Download
Every Renovation Leaves a Paper Trail. Most Homeowners Just Aren't Keeping It.
A repair and a capital improvement can cost the same amount. The IRS treats them completely differently, and the difference can change what you owe the day you sell. This one-page tracker gives you a place to log every project as it happens, so the record is there when you need it.
This is the companion to our Real Estate Advisor series post on what a real estate advisor and a CPA should both be tracking for you. Worth five minutes if you haven't read it yet.
What's in it
A quick reference for what usually counts as a repair versus a capital improvement, and a project log with room for the date, the work, the amount, the contractor, whether a permit was pulled, and whether you kept the receipt. One page. Print it and keep it with your home file, or fill it in as you go.
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This tracker is for organizing your own records and is provided for general education, not tax or legal advice. Talk to your CPA before relying on it for a return.
