Bring the property records together
Rental income, repairs, deposits, finance statements and property changes can leave records spread across several places. We help organise the information and prepare the accounts or return within an agreed scope.
Tell us whether the properties are owned personally, jointly or through a company, and whether you have other business income. Those facts affect the work required.
What we can help with
- Rental income and expenditure schedules.
- Review of supporting invoices and property finance records.
- Self Assessment returns for landlords.
- Company accounts and Corporation Tax for property companies.
- Record-keeping and Making Tax Digital support where applicable.
- Information gathering and tax calculations for property disposals where agreed.
Tell us about changes early
Let us know about purchases, sales, new borrowing, changes in ownership and different uses of a property. Keep the completion statements, finance agreements and invoices so the relevant treatment can be considered.
Before committing to a transaction, discuss the accounting and tax work needed. Some matters require advice from your solicitor or another specialist alongside our work.
A useful starting point
- The properties and how each is owned.
- The period or tax year requiring attention.
- Rent records, property expenses and finance statements.
- Details of purchases, disposals and major works.
- Any approaching deadline or HMRC correspondence.
Common questions
Do you work with both personal and company landlords?
Yes. We discuss the ownership structure, records and reporting requirements before agreeing the work.
Can I use the same records for MTD?
An organised digital record-keeping process can support MTD where it applies. We check your circumstances, relevant start date and software process.
Can I send documents through the enquiry form?
Use the form for a short outline. We will agree a suitable route for tax references, identity documents, finance information and other records.