Landlord year-end checklist
What to gather before your year-end so your Self Assessment goes smoothly and you do not miss anything claimable.
RR AccountantsLast updated: 2025-01-154 min read
Income (per property)
- Total rent received between 6 April and 5 April
- Letting agent statements reconciled to bank
- Any retained deposits at end of tenancy
- Insurance pay-outs that compensated for lost rent
- Other tenant payments (cleaning, damage, utilities)
Expenses (per property)
- Letting agent fees and commission
- Buildings and contents insurance
- Mortgage interest (separately, for Section 24)
- Repairs and maintenance (with receipts)
- Council tax and utilities during void periods
- Service charge and ground rent
- Travel — mileage log or actual costs
- Replacement domestic items (like-for-like)
- Accountancy and professional fees
Capital records (for properties sold during the year)
- Original purchase completion statement
- Stamp Duty paid on purchase
- Improvement receipts during ownership
- Sale completion statement
- Estate agent and legal fees on sale
- Note: 60-day CGT report due separately within 60 days of completion
Cross-check
- Reconcile rent received to bank statements property by property
- Verify mortgage interest matches lender annual statement
- Check no improvements were misclassified as repairs
- Confirm property allowance: claim £1,000 or actual expenses, not both
Filing deadlines
- Self Assessment online filing: 31 January after the tax year ends
- Tax payment: same date
- Payment on account (if applicable): 31 January and 31 July
- 60-day CGT report: 60 days after completion of any UK residential property sale
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