Landlord Tax Pack
One annual package for landlords: rental accounts for each property, your Self Assessment return with the property pages, and a check on MTD and capital gains.
Your rental tax affairs in one annual package
As a landlord, you need accurate figures for each property, the right expenses claimed and a Self Assessment return filed on time. Changes such as Making Tax Digital and capital gains reporting add more to keep track of.
Our Landlord Tax Pack brings this together in one annual service, so your figures are prepared carefully and the key points are checked.
What the Landlord Tax Pack covers
Each year, the pack typically includes:
- Rental income and expense accounts for each property
- A review of allowable expenses, and of finance costs such as mortgage interest, which get a basic-rate tax credit rather than a deduction
- Your Self Assessment return, including the property pages
- A check on whether Making Tax Digital applies to you
- A check on any capital gains reporting from property sales
We will agree the exact scope with you based on your properties and other income.
Who it's for
This service is for individual landlords, including:
- Landlords with one or several residential properties
- Accidental landlords letting a former home
- Landlords with jointly owned property
- Landlords who have sold, or plan to sell, a property
What you get
Each year you receive:
- Property-by-property rental accounts
- A completed and filed Self Assessment return
- A summary of your tax position and payment dates
- A note on your Making Tax Digital position
- Flags on capital gains or other issues to plan for
- Answers to your questions throughout the year
How the Landlord Tax Pack works
- Review your properties
We review your properties, ownership and records. - Send your paperwork
You send us your rental statements, bills and mortgage interest details. - Accounts per property
We prepare accounts for each property and review expenses. - Return agreed and filed
We prepare your return, agree it with you and file it. - Look ahead
We flag MTD, capital gains and planning points for the year ahead.
What we need from you
- Letting agent statements, or your own record of rent received, for each property
- Bills and invoices for repairs, insurance, service charges and other costs
- Mortgage interest statements for the tax year
- Ownership details for any jointly owned property
- Completion statements for any property bought or sold in the year
Timescales and key dates
- The tax year runs from 6 April to 5 April
- Your online Self Assessment return is due by 31 January after the end of the tax year. Any balancing payment and your first payment on account for the next year are due on the same date, and a second payment on account is usually due by 31 July.
- If Capital Gains Tax is due on the sale of a UK residential property, you usually need to report and pay it within 60 days of completion.
- Sending your records soon after 5 April gives you time to plan for your tax bill
How it works
Your first conversation is a Discovery & Scoping Call. Its purpose is to understand your situation and agree where IB&Co can help. From there, the process follows five clear steps.
Discovery
We start by understanding your circumstances and objectives.
Scope
We identify the areas requiring further consideration.
Review
Where appropriate, we undertake a detailed advisory review.
Recommendations
We provide professional guidance based on the agreed scope of work.
Ongoing Support
Where required, we provide ongoing planning and advisory support.
Meet your adviser
Ishmael Bangura, Managing Partner
Other services for property owners
Explore our other services for landlords and property investors below.
Self Assessments & Tax Returns
For landlords and property owners who need to report rental income to HMRC. We prepare and file your Self Assessment return, claim the expenses you are entitled to and keep you ahead of the deadline.
Bookkeeping for Property Owners
For landlords with one property or a growing portfolio. We record rental income and costs property by property, so you can see how each one is doing and your tax return rests on accurate figures.
Property Management Accounts
For landlords, investors and developers who want a regular view of their portfolio. We prepare accounts showing income, costs and profit by property, so your decisions rest on clear figures.
Property Portfolio Management
For property owners with one property or many. We help you organise the records and finances behind your portfolio, saving you time and giving you a clear picture of how it is performing.
Property & Capital Gains Tax
For landlords and investors buying, holding or selling property. We explain the Income Tax and Capital Gains Tax position before you act, so you can decide with the tax implications in view.
MTD for Income Tax: Quarterly Updates
For sole traders and landlords within Making Tax Digital for Income Tax. We keep your digital records in order and send your quarterly updates and final declaration to HMRC on time.
Frequently Asked Questions
Yes. We prepare figures that reflect each owner’s share. Joint owners may each need their own return.
It depends on the property and the costs. We review your expenses and explain what is allowable.
It can, depending on your income and HMRC’s timetable. We check your position as part of the pack.
If you sell a UK residential property and Capital Gains Tax is due, you usually need to report and pay it within 60 days of completion. We check whether this applies and agree any extra work with you.
As soon as you can after 5 April. Earlier records mean you know your tax bill well before the 31 January deadline.
Fees are agreed in advance, after your Discovery & Scoping Call, based on the scope of work. You will receive a written proposal before any work starts.
Request a callback
Prefer us to call you? Leave your details, the service you are interested in and a convenient time, and a member of the IB&Co team will call you back to talk through your circumstances.
Let us take care of your landlord tax
Book a Discovery & Scoping Call to talk through your properties, or ask for a quote and we will come back to you with a proposal.
Checked on 30 October 2026.