Dashboard & Handover Pack
UK Landlord Dashboard and Accountant Handover Pack
A practical handover workbook for organising landlord figures, records, supporting notes and summaries before accountant review or year-end work.
A Little About the Book
Accounting for UK Landlords
Managing rental property is much easier when every figure has a clear trail — from the rent received to the final Self Assessment return.
Accounting for UK Landlords is a practical, step-by-step guide to recording rental income, expenses, deposits, letting-agent transactions, mortgages, jointly owned properties, capital costs and year-end tax information.
Written for individual UK landlords rather than accounting specialists, the book follows Sophie and Daniel through a complete accounting case study, showing the full source-to-return audit trail from individual transactions and reconciliations to annual tax calculations and next-year opening balances.
- Distinguish rent, deposits, owner funding and capital receipts
- Record gross rent and letting-agent deductions correctly
- Classify repairs, improvements, domestic items and shared costs
- Separate mortgage interest from mortgage principal
- Calculate property profit and residential finance-cost tax reductions
- Prepare reliable records for Self Assessment and Making Tax Digital
- Manage joint ownership, arrears, advance rent and owner-paid expenses
- Close a tenancy, transfer or sell a property and preserve Capital Gains Tax records
Whether you manage one rental property or a small portfolio, this book provides a disciplined system for keeping accurate records, spotting mistakes early and approaching your tax return with confidence.
Download WorkbooksDownloadable Assets
Landlord Workbooks
These spreadsheet files are designed to be used alongside Accounting for UK Landlords. Download the workbook files to your device, open them in Excel or compatible spreadsheet software, and work through the examples, templates and record-keeping systems at your own pace.
Includes annual record keeping, asset and compliance planning, full-year case study files, and an accountant handover dashboard.
Case Study Solution
Full Year Case Study Solution
The completed version of the full-year landlord accounting case study, showing the worked-through figures, classifications and year-end position.
Blank Case Study
Full Year Case Study Blank Workbook
A blank working version of the full-year case study, designed so readers can practise entering transactions, reconciling figures and building the year-end records themselves.
Asset & Compliance Planner
UK Landlord Asset, Compliance and Lifecycle Planner
A planning workbook for tracking property assets, important dates, compliance reminders, improvement records and longer-term property lifecycle information.
Annual Records Workbook
UK Landlord Annual Records Workbook
A structured annual workbook for recording rental income, expenses, mortgage information, property costs and supporting details across the tax year.
Before You Begin
Save your own copy before making changes. The downloaded files are provided as workbook resources for readers and should be treated as working templates.
These materials are educational resources and are not a substitute for professional accounting, tax, or legal advice.