Making Tax Digital for the landlords you manage

No. Each landlord engages us directly, and the tax work and the advice come from us. Your part is sending statements, with the landlord's written permission, and telling your landlords that we can help. When a landlord asks your team a Making Tax Digital question, your team can pass it straight to us and we will answer the landlord. That keeps your team's conversations on the letting and the property, and it means the answer the landlord gets comes from the accountant who keeps their records and sends their updates to HMRC.

The test is qualifying income: rent plus any self-employment income, before expenses, on the landlord's tax return. Over £50,000 on the 2024/25 return means the landlord has been in since 6 April 2026. Over £30,000 on the 2025/26 return brings them in on 6 April 2027, and over £20,000 on the 2026/27 return on 6 April 2028. Your fees do not reduce the figure, because the test uses rent before expenses. Joint owners are each tested on their own share. Limited companies are not in Making Tax Digital for Income Tax, and partnerships are not in it at present.

No. We work from the statements your software already produces, as a PDF or a spreadsheet export. What matters is that each statement shows the rent collected, each deduction and the property it relates to, and that it reaches us in time for the quarterly deadline. Monthly statements work well, because the records can be kept up to date through the quarter rather than all at once. If your software can export one landlord's whole portfolio in a single file, we will agree that format with you when we set up the statement routine.

They stay with their accountant unless they decide to move. We only act for landlords who engage us, and we do not contact your landlords unless you have introduced us or they have come to us themselves. A landlord who does want to move agrees a fixed monthly fee with us first. We then write to their current accountant for professional clearance and their records, which is the normal process between accountants, and take over their Making Tax Digital updates from the next quarter.

Each agency gets its own link to our Making Tax Digital page. When a landlord sends us their details through that link, the enquiry is marked with your agency's reference, so we can see which landlords you introduced. We keep a named contact at your agency for questions about a statement, and with the landlord's agreement we confirm to that contact when a landlord you introduced has signed up, so your team knows where to send that landlord's statements from then on.

Landlords whose qualifying income was over £50,000 on their 2024/25 return should already be using Making Tax Digital, and HMRC has been signing up those who had not signed up since September 2026. Landlords over £30,000 on their 2025/26 return join on 6 April 2027. Each quarterly update covers 6 April to the end of the quarter, and the records behind it have to be kept digitally, so a landlord who sets up before 6 April 2027 has records ready for the first update rather than months of statements to catch up on.