Landlord Tax & Financial Records Pack — MTD Ready
Landlord Tax & Financial Records Pack — MTD Ready
Making Tax Digital for Income Tax starts April 2026.
From April 2026, landlords with rental income over £50,000 must submit quarterly updates to HMRC through MTD-compatible software. Even below the threshold, HMRC expects accurate records kept for at least 5 years.
WHAT YOU GET (12 pages):
✓ Annual income and expense tracker — monthly table (April–March) with rent, expenses, net income, totals
✓ Allowable expenses checklist — every HMRC category: repairs, insurance, agent fees, legal, mileage (45p/mile), replacements. Notes on what is NOT allowable
✓ Expense recording log — date, description, category, amount, receipt reference
✓ Mortgage interest tax credit worksheet — calculates the 20% credit with worked example showing the impact for higher-rate taxpayers
✓ Rent payment log — doubles as Section 8 evidence for arrears
✓ Capital gains tax worksheet — full disposal calculation with 60-day reporting deadline warning
✓ MTD quarterly submission checklist — four quarters plus end-of-year declaration
✓ End-of-year tax summary — one page for your accountant
Does not replace professional tax advice. Editable Word (.docx). Instant download.
Important information
Our documents are templates and general guidance, not legal advice. CompliancePackUK is not a law firm. Every document needs to be checked and adapted to your own circumstances before you use it, and you should take professional advice where the stakes are high or you are unsure.
They are written for England and reflect the law as at October 2026. Legislation changes, so check that the document is still current before you rely on it. Our Annual Update subscription is one way to keep documents up to date.
These documents were created with the help of AI tools and then edited and directed by the seller.
Nothing on this page limits your statutory rights as a consumer.