How do I run a tax year report for a landlord?

You can generate a report for the landlord by going to Home > Reports > Landlord Tax Year Summary in the second column.

In the Report, select the tax year you require from the dropdown and then the name of the landlord who is requesting the report. Then click 'Run'.

To view a full breakdown of transactions underneath each total column, then you can click 'Show Detail' on the left-hand side. This can then be emailed to the landlord as a PDF copy of the report or exported to Excel. 

If the landlord has requested a specific date range, such as a quarterly update, you can run the 'Landlord Income Analysis Report'.

Alternatively, if you have our Client Hub add-on - the landlord can view their end of year tax report at any time via the 'Financial Reports' tab. If you are interested to know more, please get in touch with our support team via support@10ninety.co.uk.