Rental income, costs, MTD and tax – property by property
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Rental property brings its own tax rules: mortgage interest on homes isn't deducted from profit, repairs are treated differently from improvements, jointly owned properties are split by ownership share, and from April 2027 property income has its own tax rates. This workbook keeps your rent and costs for up to 10 properties in HMRC's UK property categories, works out your share automatically, builds the cumulative figures for Making Tax Digital quarterly updates, and estimates the tax on your rental profit after the mortgage interest tax credit.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
Your portfolio – up to 10 properties. What you do: one row per property in the yellow columns.
Step 2
Every rent receipt and property cost. What you do: one line per transaction.
Step 3
Income and costs by category for each property (your share, this tax year). What you do: nothing to enter.
Step 4
Submission tracker and the cumulative figures for each MTD update. What you do: mark quarters as submitted.
Who it is for
Quick start
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Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
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