Landlord Templates
Rental income trackers, expense logs, and property records for UK landlords.
How to use these landlord templates
Landlord tax is won at the record level: rent tracked per property, expenses categorised as they happen, mortgage interest on its own line for Section 24, and the property's lifetime file kept for the eventual Capital Gains calculation. Each template here holds one of those disciplines.
Run them per property, not per portfolio — averages hide the property that loses money. If you are past three properties or heading for Making Tax Digital's quarterly rhythm, the templates become the input to proper software; our portfolio clients get this layer run for them through Compliance Vault™.
Frequently asked questions
Do I need a tracker for each property?
Yes — income and expenses recorded per property, even though most figures report at whole-business level. Per-property records show which property performs and are ready-made for the CGT calculation when one is sold.
How should mortgage payments appear in the tracker?
Split them: interest on its own line (it becomes a 20% Section 24 credit, not an expense), capital repayments excluded entirely. The tracker templates are structured this way deliberately.
What records do I keep for when I sell?
The lifetime file: purchase completion statement, stamp duty, legal fees, every improvement invoice, and selling costs. Keep it for the whole ownership plus the retention period after sale — improvements from years ago still reduce the gain.
Need help with landlords?
Book a call and we will explain the next steps clearly.