Property Clues
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Using Property Clues with your accountant

Hand your accountant a tidy, working Excel spreadsheet of your rental income, landlord expenses and mortgage interest, laid out the way the tax return is.

In short: Property Clues gets your figures accountant-ready. It does not file your tax return or send Making Tax Digital updates to HMRC; your accountant or HMRC-recognised software does that.

Which tools give your accountant a working spreadsheet

Five landlord tax tools have More › Download to Excel (working spreadsheet):

  • Rental Income & Section 24 Tax Calculator: rental profit, the Section 24 tax credit on mortgage interest, tax for 2025/26 to 2027/28, and the SA105 boxes.
  • Landlord Expenses Tracker: every cost with its SA105 box, totals by box, by property and by MTD quarter.
  • MTD for Landlords Quarterly Pack: income and expenses totalled for each Making Tax Digital quarter, with the update deadlines.
  • Landlord Tax Return Checker: the SA105 property pages in form order, box by box, with checks for common mistakes.
  • Limited Company vs Personal Name Calculator: personal Section 24 tax against company Corporation Tax and dividends, for the year you choose.

In the Property CRM Workspace, Account & devices › Accountant Pack downloads one Excel file for a whole tax year: an SA105 summary, totals by property, every rent payment and every expense, and notes for your accountant.

What your accountant gets

  • Your figures in yellow cells and every result as a live Excel formula, so they can change a figure and see everything recalculate.
  • A "For your accountant" section in SA105 terms: rents received, allowable expenses by box, property profit and residential finance costs.
  • Making Tax Digital quarters, ready to enter in MTD-recognised software.
  • It opens in Microsoft Excel and in Google Sheets (upload it at sheets.google.com).

How to send it

  1. Open the tool from your Property Clues link and check your figures are up to date for the tax year.
  2. Press More › Download to Excel (working spreadsheet), or in the workspace press Download Accountant Pack.
  3. Email the file to your accountant, or share it through their client portal.
  4. If they send back changes, open the same tool and press More › Import from Excel. Your figures are updated without duplicating anything.

What it does not do

Property Clues is for education and illustration, not tax advice. It does not submit your Self Assessment tax return or Making Tax Digital quarterly updates to HMRC, and it is not a substitute for an accountant. The SA105 box suggestions are a starting point; your accountant decides the final treatment, for example whether a cost is capital or a repair.

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