Free landlord income and expenses spreadsheet (UK)
Track rent and costs in Excel or Google Sheets, sorted into HMRC's property categories, with an automatic tax-year summary.
Key facts
- Expenses use the same categories as HMRC's property tax return pages (SA105).
- The tax year (6 April to 5 April) fills in automatically from each date.
- Mortgage interest is kept separate, as Section 24 requires, with the credit worked out for you.
- Compares actual expenses vs the £1,000 property allowance at your tax rate.
Download the spreadsheet (.xlsx, free)
No sign-up. Works in Microsoft Excel, Google Sheets (File, Import) and Apple Numbers.
What's inside
| Tab | What it does |
|---|---|
| Start here | How to use it and a colour key |
| Income | Every rent payment, by date and property |
| Expenses | Every cost, with a dropdown of HMRC categories |
| Summary | Totals for any tax year, profit, finance cost credit and the property allowance check |
How to use it
- Overwrite the example rows with your own figures.
- Pick a category for each cost from the dropdown.
- On the Summary tab, type the tax year (for example 2026/27) and your tax rate.
- Use the profit figure in our landlord tax calculator or on your tax return.
Making Tax Digital
If MTD for Income Tax applies to you (gross property and self-employment income over £50,000 now, £30,000 from April 2027), you need MTD-compatible software or bridging software to send quarterly updates. A spreadsheet can still be your record, linked through bridging software. Check whether MTD applies.
Free to share
Landlord groups, letting agents and blogs are welcome to share this spreadsheet. Please link to this page rather than the file, so people always get the latest version.
Sources
- GOV.UK: Work out your rental income when you let property
- GOV.UK: Tax relief for residential landlords, how it's worked out
- GOV.UK: Tax-free allowances on property and trading income
- GOV.UK: Making Tax Digital for Income Tax
Sources last checked 10 November 2026. See all our sources and how we keep pages up to date.