How to use the Landlord Records Checklist: full video tutorial
What HMRC commonly expects to be kept for a let property, from income and SA105 expenses to receipts and tenancy papers.
▶ Play the tutorial (9:06)About this tutorial
See which records HMRC and Self Assessment commonly expect a landlord to keep: rent, SA105 expenses, receipts, tenancy papers and purchase records. This full guide walks you through every section of the Property Clues Landlord Records Checklist, using a worked example checklist for the 2026/27 tax year.
What you'll learn
- The readiness score and what is still to gather
- How long to keep tax records, and what changes by tax year
- Income, SA105 expenses, receipts and mortgage interest statements
- Tenancy papers, deposit protection and safety certificates
- Making Tax Digital, Section 24 and the Self Assessment deadline for the year
Chapters
- 28% ready, 13 records still to gather (example)
- Finding your way around
- How ready you are
- How the score works
- How long to keep records
- Income and expenses
- Statuses and notes
- Income in more detail
- Expenses in more detail
- Mortgage interest statements
- Receipts and tenancy papers
- Receipts and mileage
- Tenancy papers: how long to keep them
- Buying, selling and the rules
- Buying and selling records
- Digital records
- What changes by tax year
- Certificates by property
- Certificates for a whole portfolio
- Saved checklists
- Saving and recap
Figures in the video are a worked example. Property Clues tools are educational calculators and checklists, not financial, tax, mortgage or legal advice. Speak to a qualified adviser about your own situation. The voice in the video is AI-generated.