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Tax-year reports and your accountant
See your rent and expenses by HMRC’s property headings, and send your accountant a pack.
Reports
Go to Reports and choose the tax year. You’ll see property income, allowable expenses, profit before finance costs and finance costs, with totals under the headings of HMRC’s property pages (SA105) and figures for each property. Mortgage interest is shown separately: it isn’t deducted, it gives a basic-rate tax reduction instead. Expenses without a receipt are flagged.
For your accountant
- Statement PDF: the figures in one document.
- Accountant pack: a ZIP with the PDF, spreadsheets and your receipts.
On Basic and above, you can also give your accountant their own read-only login (Settings → Team), so they can download it themselves. See what accountants get.
Ask Keymews AI to explain them
On Premium and Enterprise, owners and admins can choose Explain with Keymews AI to have the year’s figures talked through in plain English, heading by heading. It sees your totals by SA105 heading and by property, not tenant names. Each explanation uses one message of your allowance.
Looking ahead
The Forecast tab projects the next 12 months of rent and costs, shows which tenancies could leave a unit empty, and when rent can next go up. See Forecast your next 12 months.
Reports group your records; they aren’t tax advice. Your accountant decides the final figures.