PROPERTY TAX RETURNS - CASTLE EDEN & UK-WIDE
Property tax.
A clearer picture.
From your first rental property to an established portfolio, we’ll help bring your records and tax return together. Clear support for landlords, with the figures explained and the next steps agreed.
A clear checklist for your records
A dedicated point of contact
Scope and fees agreed before we start
FROM RENTAL RECORDS TO YOUR RETURN
Your rental income.
Clearly accounted for.
We help landlords with personally owned property bring the relevant information into their tax return. We’ll review your circumstances and explain the work needed.
01 / REVIEW
Bring rental records together.
We review the information for your properties, ask about ownership and identify any missing details needed for the return.
02 / PREPARE
Make sense of the figures.
We work through the rental income and relevant costs, prepare the agreed return and explain your tax position.
03 / SUBMIT
Know what comes next.
You review and approve the return. Once authorised, we submit it and explain the payment information and next actions.
Know what’s included.
Annual return preparation does not automatically include catch-up bookkeeping, earlier-year work, property sale reporting or ongoing Making Tax Digital updates. We’ll identify any additional work and agree it separately.
Property and ownership details
The properties you let, who owns them and when letting started or stopped. Tell us about any purchases, sales or changes during the year.
Rent and letting agent statements
Rental records, bank statements and agent statements showing the rent collected and fees deducted. We’ll clarify any gaps or adjustments.
Costs and finance information
Invoices and receipts for property costs, plus mortgage interest or other finance statements. Tell us what any building work involved.
Your wider tax position
Your UTR if you have one, previous returns, HMRC correspondence and details of other income. We’ll tailor the checklist to your circumstances.
GETTING STARTED
Four steps.
From records to return.
Know what to share, what we’ll prepare and when you need to review and approve the figures.
Tell us about your properties.
Let us know how many properties you let, how they are owned and which tax year needs attention. We’ll agree the scope and fee.
Share the relevant records.
We’ll explain what to provide and how to share it securely, complete the relevant checks and follow up on any missing information.
Review your return with us.
We prepare the figures and explain the tax position. You check the information, raise questions and approve submission.
Submit and plan the next step.
We file the approved return and explain what happens next. You remain responsible for paying HMRC by the relevant dates.
KEEP THE WORK CONNECTED
Keep your property
reporting connected.
Your ownership structure and other income affect the support you need. We’ll agree how the relevant services fit together.