Solutions / Landlords & property

Keep a landlord’s work and records together

Keep a landlord’s books alongside document requests and recurring engagements. Property income updates from the books are not available.

Keep a landlord’s work and records together

Use client records, books and recurring engagements to organise a landlord’s work. Review figures and supporting records together.

Explore the workflow for Landlords & property.
S SecureWire Workflow illustration
Example workflow

Landlords & property

Example
Example clientExample steps
Post the incomeIn progress
JL
Derive the updateNot started
SK
SubmitNot started
AM
RepeatNot started
JL
Post the income01 / 04
Illustrative workflow and sample data. Register interest to discuss your requirements.
From intention to everyday practice

A clear way through the work.

01 / The next step

Post the income

Property transactions coded into the ledger.

02 / The next step

Derive the update

Review income and expenses in the financial reports.

03 / The next step

Submit

Prepared for MTD for Income Tax.

04 / The next step

Repeat

Recurring schedules raise the next quarter automatically.

A starting point for your team

Bring your current process to the conversation. We’ll explore the MTD for Income Tax feature with your team.

A practical path to adoption

Start with an agreed workflow, named owners and a clear launch plan. Review the result with the people delivering the work before extending it across the practice.

Your next step

Let’s make
the fit clear.

Bring your team structure, a representative client engagement and the tools involved. Include one handoff that works well and one that regularly needs attention so the walkthrough can focus on your priorities.

Prepare for the launch

Tell us what your team needs from accounting software

Register interest in SecureWire and ask us about the modules you need.