Landlord Tax Return Checklist

Before You Start

Gather all your property records for the tax year (6 April to 5 April). Here is everything you need.

Income

• [ ] Total rental income received (from all properties)
• [ ] Any other property income (insurance payouts, deposits forfeited)
• [ ] Income dates (to ensure they fall in the correct tax year)

Expenses

• [ ] Letting agent fees and management costs
• [ ] Insurance premiums (buildings, contents, liability, rent guarantee)
• [ ] Repairs and maintenance invoices
• [ ] Ground rent and service charges
• [ ] Council tax (if you pay during void periods)
• [ ] Utility bills (if you pay them)
• [ ] Legal and accountancy fees
• [ ] Travel to property (mileage log or receipts)
• [ ] Advertising costs
• [ ] Safety certificates (gas, electrical, EPC)
• [ ] Replacement of domestic items

Mortgage Interest

• [ ] Annual mortgage interest statement from your lender
• [ ] Other finance costs (loan interest, arrangement fees)
• [ ] Note: these go in the finance costs section, not expenses

Capital Expenditure (Not Deductible Against Income)

• [ ] Record any improvements made during the year (for future CGT calculations)
• [ ] Keep improvement invoices separately from repair invoices

Other Information

• [ ] Property addresses
• [ ] Date each property was first let
• [ ] Periods when property was empty
• [ ] Joint ownership details (if applicable)

Filing Tips

• File online by 31 January following the end of the tax year
• Complete the property supplement (SA105) of your Self Assessment
• If you have multiple properties, combine the figures on a single property supplement
• Keep all records for at least six years

Use Accounted throughout the year so everything is ready when you need it.

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Be prepared, file on time, claim everything you are owed. Sign up for Accounted and let Penny keep your property records in order all year.