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Compliance 6 min read

Making Tax Digital for landlords: the high-level shift agents should understand

You are not a tax advisor. You are the first point of contact for every confused landlord. A working summary of what is changing and what they need to do.

Making Tax Digital for landlords: the high-level shift agents should understand

You are not the landlord’s tax advisor. You are, often, the first place they ring with a question about it. A working summary is useful.

Quarterly digital updates

Landlords above the income threshold will be required to submit quarterly summaries of income and expenses via approved software — not the once-a-year self-assessment return.

Software, not spreadsheets

HMRC-compliant software is required. A spreadsheet, however well-maintained, is no longer sufficient on its own.

What this means for your branch

A monthly rent statement that can be exported to common accounting tools quietly becomes much more valuable to your landlords.

Outsource the legwork. Spend tomorrow winning new instructions.

A 15-minute call is all it takes to set up your branch and start ordering the services your team needs.