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A single document per calendar year that includes everything you or your accountant needs to file your taxes.
Every spring, the same question comes up among furnished rental property owners: where are the numbers? In short-term rentals, the amounts are scattered across platforms, invoices, and statements. The annual summary solves this problem: a single document, covering one calendar year, with all the amounts you need for your tax return.
This page describes what it contains, when it is available, and exactly how to use it, along with its limitations.
The summary is not a statement: it provides the figures, but does not interpret them. It is up to you or your accountant to classify the expenses.
The summary is made available to you in January of the following year—several months before the filing deadline—so that you or your accountant can prepare your tax return without having to rush.
Annual Summary · Issue 3, Tax · Published by Loca'Zen · Published annually.
The monthly statement is designed to help you reconcile your bank statements: it saves your accountant valuable time—and saves you on fees.
Submit the summary without reconciling it with your statements. Year-end payment delays are the primary cause of discrepancies: a stay at the end of December may be paid in January.
Housekeeping expenses are reported as revenue and expenses: they inflate your revenue without improving your net income, but they are taken into account when determining eligibility for the micro-enterprise tax thresholds.
When will I receive my statement?
In January of the following year, once the fiscal year has ended. The complete list of documents, item by item, is included in the document index.
Can I send this to my accountant as is?
Yes, that's what it's designed for: it's meant to be used directly. Just reconcile your bank statements before sending the data.
Why does my revenue seem inflated?
Because the re-billed cleaning service packages are included there: they appear as revenue and expenses, have no impact on net income but are counted toward the thresholds.
Does the summary replace my tax return?
No. It provides the figures; classifying the expenses and filing the return itself are your responsibility or that of your accountant.
Updated as of July 27, 2026 · Describes the current service agreement. The agreement and its appendices take precedence over this content, which is provided for educational purposes.
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