Reports

Reports that build owner trust

Owner statements that generate, render to PDF, and email themselves, plus a portal that answers owners' questions for you.

Acme Property Management

Owner Statement

Prepared For

Christopher Shody

3936 Wood Ave, Severn, ON L3V 0T9, Canada

Statement #2026-06PeriodJune 2026Period dates2026-06-01 – 2026-06-30
Income
DateActivityDescriptionTaxAmount
2026-06-20RentReceived from Chase Hayes, Nicole Anne Smith — Unit BExempt$1,650.00
2026-06-20RentReceived from Wilma, Harvey Aselstine — Unit AExempt$1,751.14
Income subtotal$3,401.14
Management Fee
DateActivityDescriptionTaxAmount
2026-06-20Management FeeRent payment — Wilma, Harvey Aselstine — Unit AHST−$131.34
2026-06-20Management FeeRent payment — Chase Hayes, Nicole Anne Smith — Unit BHST−$123.75
Total management fee (incl. HST)−$288.25

Management fee: 7.5% of $3,401.14 collected + HST.

Owner Expenses
DateActivityDescriptionTaxAmount
2026-06-20Cleaning ServicesACB CleaningOut of scope−$226.00
Total owner expenses−$226.00
Payments to Owner
DateActivityDescriptionTaxAmount
2026-06-20Disbursementowner_disbursementOut of scope$2,885.89
Total paid to owner$2,885.89

Owner statements & portal

Every owner's monthly statement builds itself from the books and sends on the day you choose, and owners get a live portal for everything else.

  • Statements that send themselves

    Opening balance, collected, fees, expenses, disbursements, closing balance, rendered to PDF and emailed on your schedule.

  • An owner portal

    Live financials, leases, maintenance status, and documents. Read-only and always current.

  • No double-sends

    Already sent for a period? Kera won't send it twice. Bulk-generate or send one-offs when you need.

  • Reports on demand

    P&L, trust liability by owner, property profitability, rent roll, GST/HST, T4A. A download, not a project.

Delete statement week

Kera builds each owner's statement from the books and emails it automatically on the day of the month you choose.

Draft — not yet sentAuto-sends on the 1st, or generate now
Acme Property Management

Owner Statement

Prepared ForChristopher Shody3936 Wood Ave, Severn, ON L3V 0T9
Statement2026-06
PeriodJune 2026
DatesJun 1 – Jun 30
Opening Balance
Balance carried from May 2026$0.00
Income
Rent — 247 Ossington, Unit B$1,650.00
Rent — 12 Leslieville Market, Unit A$2,400.00
Rent — 25 Greektown on Danforth, Unit 3$2,100.00
Rent — 88 Parkdale Residences, Unit 12$2,900.00
Income subtotal$9,050.00
Management Fee
Management fee — 7.5% of $9,050.00 collected-$678.75
HST on management fee (13%)-$88.24
Total management fee (incl. HST)-$766.99

HST registration: 12345 6789 RT 0001

Owner Expenses
Cleaning Services — ACB Cleaning-$226.00
Total owner expenses-$226.00
Closing BalanceNet to Owner — June 2026$8,057.01

Owners answer themselves

A live portal with financials, documents, and maintenance status means “can you send me that again?” emails simply stop.

Owner PortalAlways current
app.getkera.com/owner
Christopher ShodyFinancials · Statements · Maintenance

Invited owners

Christopher Shody2 propertiesActive
Morgan Ellis3 propertiesActive
Priya Nair1 propertyActive

Built-in owner messaging

Conversations stay attached to the owner, with email notifications so nothing gets lost.

Owner Messages1 open thread
Christopher ShodyOwner
88 Parkdale Residences
Hi Christopher — your June statement is ready. Net to owner: $8,057.01. Disbursement sent to RBC account ending 4521.
Thanks! What was the $226 cleaning expense at 88 Parkdale?
That was ACB Cleaning for a post-turnover deep clean. Receipt is attached to the expense entry.
Perfect, all clear. Thanks for the quick response.
Reply to Christopher…

Fifteen reports, on demand

From P&L to trust liability by owner to GST/HST summary, generate any report as a download.

Reports14 reports
AllFinancialOperationsTrustTax
Profit & LossFinancial
Balance SheetFinancial
Cash Flow StatementFinancial
Rent RollOperations
Trust Liability by OwnerTrust
Property ProfitabilityOperations
GST/HST SummaryTax
T4A SummaryTax
T776 FiguresTax
AR AgingFinancial
AP AgingFinancial
General LedgerFinancial

Showing 12 of 14 reports

Canadian tax, ready

T4A contractor payment summaries, plus T776 figures mapped to CRA lines, ready when filing season arrives.

Acme Property ManagementTax Year 2025
T4A — Contractor PaymentsBox 048 — Fees for services
ACB Cleaning Services$5,200.00
Toronto Repairs Inc.$4,800.00
GreenLawn Landscaping$2,480.00
3 contractors · Box 048 total$12,480.00
T776 — Statement of Real Estate Rentals
Line 8141Gross rents$108,600.00
Line 8230Advertising-$1,200.00
Line 8520Management fees-$9,200.00
Line 8960Repairs and maintenance-$12,480.00
Line 9270Other expenses-$3,480.00
Line 9369Net income (loss)$82,240.00

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Already on spreadsheets or another platform? Send us what you have — spreadsheets, lease PDFs, exports — and Kera's AI organizes your properties, tenants, and leases for you to review and approve. No data entry, no downtime, no month-long project.

1 · Upload

Rent roll.xlsx
Leases.pdf
Owners export.csv

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2 · Kera extracts

  • Properties24
  • Units86
  • Tenants71
  • Leases68

3 · Review & apply

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  • 71 tenants matched
  • 68 leases linked
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