Self Assessment Tax Return Service for Landlords (non-MTD)

We offer a straightforward tax return service to fulfill your tax reporting obligations for 2024-25, which will continue if you have not received notice from the HMRC to begin complying with the new Making Tax Digital (MTD) rules from 6 April 2026.

This entry-level landlord tax and accounting service is aimed at couples that own one or two properties from which they derive a modest rental income.

Cost: £150 each year.

Your Next Step: Call 01202 474545 to discuss how we can make your life easier.

How it works

If you are already registered for self assessment and your qualifying income for 2024-25 is below £50,000, the HMRC should not issue a notice requiring you to comply with the MTD rules from 6 April 2026. You will continue to file your 2025-26 tax return in the same way as past years.

If you are registering for Self Assessment after 6 April 2025, the earliest the HMRC will issue you a notice to begin complying with the new MTD rules is from 6 April 2028.

As a new client, we will send you a letter that sets out the terms of engagement and explains our respective obligations to complete the filing of your tax return(s) with the HMRC for the 2024-25 tax year. It will also state the fixed cost of providing the service that will only change by prior agreement if it transpires your tax affairs are more complex than anticipated.

In accordance with our legal obligations, we will also ask you to provide documents to verify your identity as part of the engagement process.

We will also invite you to complete and return our fact-finding questionnaire to allow us to prepare the draft tax returns we will send on to you for review and approval. The draft will contain a tax calculation of the tax amount due and when it should be paid.

Once we have received your written authority to file the approved tax return, and your payment of our fee, we will submit them to the HMRC. We will provide you with an HMRC-receipted copy of the returns to prove a successful filing.

It is possible that you may become aware of a need to amend the filed tax return after the event. We can easily change (repair) a filed return for up to one year from the relevant filing deadline.

Tips on how to help you, help us.

How many times have you wasted hours turning the place upside down trying find that missing piece of paper you now need? We have all been there.

The best way of dealing with collating the documents we will need to process your tax return, is to set up a lever-arch file (Tax File), with dividers for each property and other relevant sources of taxable income and expenditure.

Most taxpayers with sources of income other than rental income start receiving their relevant P.60's and investment house statements of taxable income and tax deduction made, in the immediate months following the end of the fiscal tax year on the 5th April. If you place copies of the relevant documents on your Tax File as soon as you receive them, it reduces the risk of losing them when needed. When you are satisfied you have collated all the relevant information, you can either deliver the hard copy of the file to us, or scan the contents and send it to us by email.

We recommend using a physical leaver-arch file and dividers, because you can use it each year to remind you of what information is needed. Unfortunately, the days of telephoning a third party to request a copy of a missing document has long past. You are more likely to find all contact telephone numbers are no longer publicised, and you are forced to suffer completing an online inquiry form you will be forgiven for believing is linked to a black hole. If there is one reason to justify why you should aim to complete your tax return sooner rather than later, is the frustrating delays you will experience learning how to contact the relevant departments to request a copy of what you need.

For the more IT-literate amongst you, there is no reason why you cannot set up a virtual Tax File and just email us the contents when you are ready.

You can download our checklist of the typical information you will need to supply to allow us to prepare your tax return. [PDF] [ MS Excel]