Tax-year reports and forecast
Your tax year under HMRC’s headings, and the next 12 months ahead.
- Totals by SA105 heading
- A pack for your accountant
- A forecast with void risk
All 10 things Reports does
- Totals by SA105 heading, with mortgage interest shown separately as a finance cost
- Figures for each property
- Expenses that have no receipt, flagged before you send anything
- A statement PDF, and an accountant pack: a ZIP with the PDF, spreadsheets and receipts
- Before you make the pack, choose the period and accounting basis, and see how many expenses are missing a receipt or a category, with links to fix them
- Your accountant can download the pack from their own login (Basic and above)
- A 12-month forecast: expected rent and costs by month, with new lets after the empty weeks you choose and a rent rise at each review
- Void risk: the tenancies that could leave a unit empty, such as one ending or in arrears, and the rent lost while it’s empty
- Rent reviews: when you can serve a Section 13 notice, and the earliest date a new rent could start
- “Explain with Keymews AI” talks through your tax-year figures or forecast in plain English (Premium)
The forecast is on every plan. Reports group your records and the forecast projects them forward; neither is tax or financial advice. How the forecast works.

