Skip to content A clear property tax onboarding process before advice, filing or disclosure begins
Property Accountant follows a structured process for landlords, property SPVs, non-resident owners and clients dealing with HMRC. We assess the enquiry first, quote the fee, complete identity and anti-money laundering checks, then begin the tax advice, return, disclosure or company filing work.
Initial assessment before quote
Fixed scope and agreed fee where possible
ID, proof of address and liveness verification
Advice, filing or HMRC response prepared properly
We make the route clear before asking for detailed records
Many property tax cases involve more than one issue. A landlord may need a tax return, but also Section 24 review. A property company may need accounts, but also director loan or profit extraction advice. A non-resident landlord may need UK reporting, NRL registration and CGT planning.
We understand the issue
You explain what has happened, what you need and whether there is a deadline, transaction or HMRC letter.
We quote the fee
We confirm the scope, what is included, what is not included and what information is needed.
We complete onboarding
You provide ID, proof of address and complete the onboarding link, including liveness verification.
How Property Accountant works with you
This is the usual client journey. Some HMRC, disclosure, CGT or urgent deadline cases may need additional review before the final route is confirmed.
- 01
You send us an enquiry
You contact us through the website, phone or email and explain the property tax issue. This may be a landlord tax return, property SPV accounts, non-resident landlord matter, CGT report, SDLT issue, HMRC nudge letter or disclosure concern.
- 02
We carry out an initial assessment
We review the basic facts so we can understand the likely tax work involved. We may ask short clarification questions about ownership, dates, residence, property type, income, sale proceeds, HMRC correspondence or company structure.
- 03
We quote the fee and scope
Once the work is clear, we quote the fee and explain the scope. Where the matter is straightforward, this may be a fixed fee. Where the case is complex, staged or uncertain, we explain how the review and additional work will be handled.
- 04
You provide ID and proof of address
Before we act, we need a copy of photo ID and proof of address. This is part of our client acceptance and anti-money laundering process. We may ask for additional information where the case involves overseas ownership, company structures, trusts, HMRC disclosures or higher risk indicators.
- 05
We send the engagement letter and onboarding link
We issue our engagement letter setting out the agreed work, responsibilities, fee basis and terms. We also send an onboarding link so you can complete identity checks, including liveness verification, and securely provide the required client information.
- 06
You upload the tax records and supporting documents
We request the documents needed for the specific work. This may include mortgage statements, rental income records, agent statements, purchase and sale documents, Companies House records, HMRC letters, prior tax returns, completion statements or overseas tax details.
- 07
We prepare the advice, return, accounts or disclosure
We review the facts, apply the relevant tax rules and prepare the required output. Depending on the case, this may be a tax return, rental accounts, CT600, 60-day CGT return, SDLT advice, NRL application, Let Property Campaign disclosure or HMRC response.
- 08
You review and approve before submission
We explain the outcome and provide the figures, return, letter or filing for approval where required. Nothing is submitted to HMRC or Companies House until the relevant review, authority and approval steps have been completed.
Proper checks protect both the client and the quality of the tax work
Property tax work can involve high-value assets, overseas owners, company structures, HMRC penalties and historic disclosures. We need to know who we are acting for, what the facts are and whether the documents support the tax position before advice or filing is finalised.
Start Securely- 01
We identify the client and the property ownership route.
- 02
We confirm the scope and engagement before starting work.
- 03
We collect the documents needed for the tax position.
- 04
We prepare the work based on evidence, not assumptions.
The documents depend on the property tax issue
We only ask for documents that are relevant to the work. A simple landlord return is different from an HMRC disclosure, CGT calculation, SDLT review or property company accounts assignment.
ID and onboarding
- Photo ID
- Proof of address
- Onboarding form
- Liveness verification
Rental income and expenses
- Rental statements
- Mortgage interest details
- Repairs and expenses
- Prior tax return information
Property SPV accounts
- Bank statements
- Rental income records
- Loan and director loan details
- Companies House information
Purchase and sale records
- Completion statements
- Purchase costs
- Sale proceeds
- Improvement expenditure
UK and overseas position
- Residence details
- NRL scheme status
- UK rental records
- Overseas tax information if relevant
Letters and history
- HMRC nudge letters
- Previous filings
- Rental history
- Penalty or enquiry correspondence
Choose the route that matches your enquiry
Each service page explains the type of work, documents and tax issues usually involved.
Landlord Accountants
For rental accounts, Self Assessment, MTD, expenses and Section 24 issues.
CompaniesProperty SPV Accountants
For property company accounts, CT600s, corporation tax and director loan matters.
Overseas ownersNon-Resident Landlords
For UK rental income, NRL scheme registration, overseas owners and UK property disposals.
DisposalsProperty CGT
For property sale calculations, 60-day CGT returns, PRR, gifts and transfers.
TransactionsSDLT Advice
For property purchases, additional property surcharge, mixed-use and refund reviews.
HMRCProperty Tax Enquiry
For nudge letters, undeclared rent, Let Property Campaign and HMRC correspondence.
We cannot give final advice until the relevant facts and documents are checked
Initial comments help us understand the route, but final advice must be based on evidence. This is especially important for CGT, SDLT, incorporation, non-resident landlord matters, HMRC disclosures and cases involving penalties or historic years.
Before engagement
We can assess the issue, explain likely scope and quote the fee.
After onboarding
We can request detailed records, review documents and begin the technical work.
Before submission
We explain the position and obtain approval where filing or disclosure is required.
Helpful pages before you start
These pages help you understand what type of property tax support may be needed.
Landlords
Landlord Accountants Landlord Tax Return Making Tax Digital for Landlords Allowable Expenses for LandlordsSPVs
Property SPV Accountants SPV Company Accounts Property Incorporation Advice CT600 Property CompanyNon-Residents
Non-Resident Landlord Accountants Non-Resident Landlord Scheme NRL1 Application NRL2 Company ApplicationTax Advice
Property Tax Advice Property Capital Gains Tax 60-Day CGT Return Stamp Duty Land Tax AdviceQuestions about our onboarding process
These are the questions clients usually ask before instructing us for property tax advice, landlord returns, company accounts, CGT, SDLT or HMRC disclosure work.
Do you quote before I send all my tax documents?
Usually yes. We first carry out an initial assessment based on the issue and likely scope. If the matter is complex, we may quote for an initial review before confirming the full work required.
Why do you need ID and proof of address?
We must complete client acceptance and anti-money laundering checks before acting. We normally ask for photo ID, proof of address and onboarding information before technical work begins.
What is liveness verification?
Liveness verification is an identity check used to confirm that the person completing onboarding is physically present and matches the identity document provided.
When do you send the engagement letter?
Once the fee and scope are agreed, we send the engagement letter and onboarding link. The engagement letter sets out the work, responsibilities, fee basis and terms.
Can you help with urgent HMRC deadlines?
We can review urgent cases, but the speed depends on the deadline, available documents, onboarding, HMRC authorisation and the complexity of the issue.
Do you submit to HMRC without approval?
No. Where client approval is required, we explain the figures or response and obtain approval before submission.