Checklist · 2026/27
Landlord tax checklist
Everything to keep, diarise and review for the 2026/27 tax year, on one page. Print it or save it as a PDF from your browser. No email address needed.
Figures checked against GOV.UK and HMRC guidance.
Records to keep for each property
- Tenancy agreements and inventories
- Rent received, by month, and letting agent statements
- Invoices and receipts for every cost, marked repair or improvement
- Mortgage statements showing interest separately from capital
- Purchase completion statement, Stamp Duty Land Tax return and legal bills
- Safety certificates, licences and insurance schedules
- Records kept for at least five years after the 31 January filing deadline for the year
Deadlines for the 2026/27 tax year
| Date | What is due |
|---|---|
| 7 August 2026 | MTD quarterly update, 6 April to 5 July (if in MTD) |
| 7 November 2026 | MTD quarterly update, 6 July to 5 October |
| 31 January 2027 | 2025/26 online return and balancing payment; first 2026/27 payment on account |
| 7 February 2027 | MTD quarterly update, 6 October to 5 January |
| 7 May 2027 | MTD quarterly update, 6 January to 5 April |
| 31 July 2027 | Second 2026/27 payment on account |
| 5 October 2027 | Register for Self Assessment if you first let property in 2026/27 |
| 31 January 2028 | 2026/27 return or MTD final declaration, and balancing payment |
| Within 60 days of completion | Report and pay CGT on any UK residential property sold |
Sources: HMRC MTD quarterly deadlines, GOV.UK Self Assessment deadlines, GOV.UK CGT on UK property.
Decisions to review each year
- Was my qualifying income (gross rent plus self-employed turnover) on my 2025/26 return over £30,000? If so, MTD applies from 6 April 2027.
- Will rental profit push me over £50,270 or £100,000?
- Is the split of income between joint owners still right, and does a Form 17 need updating?
- Should the next purchase be personal, joint or through a company?
- How will the April 2027 property income rates affect me?
- Am I planning to sell or gift a property? Plan before exchange, not after.
Want this handled for you? Our landlord tax return service covers every date above, and rental accounts and bookkeeping keeps the records in order.
Talk to a property tax specialist
Tell us about your properties and what you need. We will explain how we can help and what it will cost before you commit to anything.