You can get a breakdown of your closed transactions by quarter directly in reZEN - just go to the Reports section on the left side of reZEN.
These reports can be useful for viewing line-by-line details of your transactions in a spreadsheet - and also for tax reconciliation and reporting.
With reports, you can see a line-by-line breakdown of your transactions with key information, such as:
- Gross Commission
- Property Address
- Closing Date
- Applicable Fees (e.g. transaction fee, Real Split)
- Equity Contributions
- Taxes
- Net Payout
- Taxable Income
How to pull agent reports - reZEN desktop
Click here for mobile instructions
You access agent reports by logging into reZEN either through the app or by logging in online. You can access the online version of reZEN at bolt.therealbrokerage.com and use the same credentials you use to log into the mobile app version of reZEN.
Watch this three minute video for step-by-step instructions - or keep reading below.
Step-by-Step:
Login to reZEN
- Click Reports on the Left
- Choose the appropriate report from the dropdown
- Select the time period
- If you are trying to do an annual tax reconciliation, select the dates for the prior calendar year and the "Closed Transaction Breakdown" report type.
- If you are doing a quarterly tax report, select the dates for that quarter.
- If you are on a team, select the appropriate agent. It will default to you.
- Click Generate & Download CSV file
How to pull agent reports - mobile
- Click the three lines on the bottom right corner
- Then click on reports:
- Then indicate which report you’d like to generate and the time frame for the report:
- Click on Generate & Download CSV File. An option will display how you’d like to download the report to your phone. Click on the option. You will now have the report you generated.