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Property and landlords

Landlord records and property income

The information landlords should retain for annual tax reporting and property decisions.

Last reviewed: 27 July 2026Review due: 6 April 2027

Overview

Property income is calculated from rents and other receipts less allowable expenses, subject to specific rules. Finance costs for individual residential landlords are not deducted in the same way as ordinary expenses. Capital improvements and the purchase or sale of property are dealt with separately.

Who this applies to

Individuals, partnerships and companies receiving UK property income.

Key points

  • Keep a property-by-property income and expense schedule.
  • Distinguish repairs from improvements.
  • Retain mortgage interest certificates and completion statements.
  • Record deposits, agent statements and periods of private use.
  • Companies and individuals can have different tax treatment.

Important dates and deadlines

Property income is normally reported through the relevant annual tax return. Capital Gains Tax reporting and payment can have a much shorter deadline when UK residential property is sold.

Practical checklist

  1. Save tenancy agreements and agent statements.
  2. Reconcile rent received.
  3. Keep invoices for repairs and improvements.
  4. Record mortgage interest separately from capital repayments.
  5. Tell the accountant before a sale or ownership transfer.

Frequently asked questions

Is replacing an item always a repair?

Not always. The nature and extent of the work need to be considered.

Can mortgage capital repayments be claimed?

No. Capital repayment is not an expense; the treatment of finance costs depends on the owner and property.

How Accountants4All can help

Support matched to your circumstances

Accountants4All can maintain property schedules, prepare returns and advise on records needed before refinancing, restructuring or selling.

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Official sources and further reading

Tax and legal disclaimer

This page is general guidance and does not create an adviser/client relationship. Tax rules and official guidance can change. Use the official sources above and obtain advice based on your circumstances.

Read the full tax disclaimer