A property portfolio tax return covering four or more properties costs £449 + VAT, with a per-property schedule behind the consolidated property pages.
SA100 with UK property pages for a portfolio of four or more properties
A per-property income and expense schedule you can keep for your records
Finance cost restriction, loss carry-forward and joint ownership splits
Filing with HMRC on approval
What's included, and what isn't
Included in the fixed fee
SA100 with UK property pages for a portfolio of four or more properties
A per-property income and expense schedule you can keep for your records
Finance cost restriction, loss carry-forward and joint ownership splits
Filing with HMRC on approval
Not included
Capital gains on disposals
Non-resident pages
Company or LLP accounts for a portfolio held corporately
Portfolio structure advice
Turnaround
We complete this work in 7 days of working time. The clock starts when we have your records, not when you pay. Before that we need identity verification, a signed engagement letter and, where you are switching, professional clearance from your previous accountant.
What triggers a re-quote
If any of these apply, we tell you before starting and quote the difference. You can accept it, or take a full refund.
More than fifteen properties
Furnished holiday lets or serviced accommodation with mixed VAT treatment