Engagement Letter – Property Income and Capital Gains Tax

An engagement letter for landlords: rental income computations, Making Tax Digital for Income Tax, capital gains on property disposals and the 60-day UK property return.

Editable Word document
14
10pages
Guidance notes included
aml consultancy solutions

Accountancy practice – client documents

Engagement Letter – Property Income and Capital Gains Tax

About this document

What it’s for

A covering letter and schedules for individual landlords (and joint owners) covering UK and overseas rental income, Making Tax Digital for Income Tax quarterly updates, capital gains tax on disposals and the separate 60-day UK property return and payment.

When to use it

  • Individual landlords, including accidental landlords and those with a single let
  • When a client is selling, or has sold, a residential property
  • When a landlord becomes subject to Making Tax Digital for Income Tax

What’s inside

The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.

  1. Your properties
  2. Rental income – what we will do
  3. Making Tax Digital for Income Tax
  4. Capital gains tax on property disposals
  5. The 60-day UK property return
  6. Your responsibilities
  7. Our responsibilities
  8. Services not included
  9. Authority to act
  10. Professional rules and standards
  11. Identity checks and money laundering
  12. Confidentiality and data protection
  13. Fees and payment
  14. Our liability to you
  15. Changes in the law and to this engagement
  16. Ending the engagement
  17. How our agreement fits together

Also included

  • Fees
  • Timetable

How to complete it

  • Send each joint owner their own letter, or have both sign this one
  • Choose the Making Tax Digital arrangement and the CGT services needed
  • Keep the consumer cancellation paragraph for individuals
  • Use your company accounts letter for property companies

Key points to check

  • Property income tax rates from April 2027 and finance cost relief
  • Making Tax Digital thresholds, penalties and capital gains rates – check gov.uk

Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.

Included in the pack

Accountancy practice – client documents

£20

for every document in this category

Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

Download and keep

Get the packSee every document in this pack →

Need more than one category?

Documents All-Access gives you every category for 12 months for £295.

Compare options →

Need it tailored?

We can adapt any template to your business, or write a document from scratch.

Talk to us →