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Guide · Client
Making Tax Digital for Landlords: What Accountants Need to Know
Property income, joint ownership and portfolios — the client group most likely to be caught out.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 27 September 2026
Quick answer
Making Tax Digital for landlords brings in-scope property income into quarterly reporting. Gross rents count towards the threshold, so landlords with mortgaged portfolios can be in scope despite modest profits. Remindoo tracks each landlord's quarterly jobs, chases statements and keeps property records on the client file.
Which landlords are caught?
Those whose gross property income, combined with any self-employment income, exceeds the threshold for the relevant tax year.
Because the test uses gross rents, a landlord with several mortgaged properties can be well inside scope while making little profit after interest. Run the test across your whole property client base rather than assuming small profits mean exemption.
How does joint ownership work?
Each owner reports their own share, and specific easements have applied to jointly held property — check the current rules before advising.
Couples holding property jointly, and family portfolios split across several owners, need the shares confirmed in writing before the first period. Record the split on each client file so whoever prepares the update uses the same percentages.
What records do landlords need to keep?
Digital records of rents received and allowable property expenses, per property where relevant.
Agents' statements are the practical answer for most landlords: a monthly statement per property, uploaded to the portal, gives you everything you need. Landlords who self-manage need more help getting onto software.
Making Tax Digital for Landlords: What Accountants Need to Know: step by step
- 1
Test gross rents
Check combined gross property and self-employment income for every landlord client.
- 2
Confirm ownership shares
Get joint ownership percentages agreed in writing.
- 3
Sort the records
Agree whether agents' statements or software will supply the figures.
- 4
Set up quarterly jobs
Create recurring work for each in-scope landlord.
- 5
Automate statement chasing
Request statements on a schedule each period.
- 6
Check the final declaration
Make sure reliefs and finance costs are handled at year end.
See it working with your own clients
A 30-minute walkthrough using your services, deadlines and templates.
How do you do it in Remindoo?
- Tag landlord clients. Use custom fields for property count and ownership share.
- Apply a property service. Create a quarterly property service and assign it.
- Collect statements. Have statements uploaded to the client portal each period.
- Automate reminders. Chase statements without anyone remembering to.
- Keep property notes. Store ownership splits and property details on the client record.
- Track the quarter. Filter by stage to see which landlords are outstanding.
Custom fields and data tokens
Capture and reuse the data your firm needs.
See featureRecurring tasks
Repeat work is created automatically on schedule.
See featureClient portal and document sharing
Share requests and documents securely, not by email.
See featureAutomated reminders
Timely prompts before work becomes urgent.
See featureCentralised client information
Services, documents and notes in one record.
See featureWhat are the common mistakes?
- Testing profit rather than gross rents
- Not confirming joint ownership shares
- Assuming letting agents will send statements on time
- Missing finance cost treatment at the final declaration
- Treating a portfolio as one property
“Automated reminders and task templates save countless hours each week.”
Frequently asked questions
Does gross rent or profit count?
Gross property income counts towards the qualifying income test, before expenses and finance costs. Check GOV.UK for the detail.
How is jointly owned property handled?
Each owner reports their share, and specific easements have applied to jointly held property. Confirm the current rules before advising.
Do furnished holiday lets count?
Property income rules have changed in this area. Check the current GOV.UK position for the tax year concerned.
What about a property company?
Companies are outside MTD for Income Tax. Corporation tax obligations are separate.
Can letting agents' statements be the digital record?
The record must be digital and transaction-level. Statements often supply the data but check how it is recorded and linked.
Does Remindoo submit landlord updates?
No. Remindoo manages the deadlines, chasing and documents; filing is done in your MTD-compatible software.
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Sources
Last updated 27 September 2026. General guidance, not regulatory advice.
Why recording every task matters in an accountancy practice
Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.
Avoid penalties
HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.
Nothing depends on memory
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Consistent quality
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Visibility for managers
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
Practical tips from UK practice
- Set an internal deadline two to four weeks before every statutory deadline.
- Use recurring tasks for repeat work such as VAT, payroll and bookkeeping.
- Break larger jobs into subtasks, including a review step.
- Comment on the task instead of by email, so the history stays with the work.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
