Landlord Tax Pack 2026/27 — the Portfolio Spreadsheet, Built From Verified Rates
A portfolio landlord workbook built from this site's verified rate table: up to 10 properties, SA105-mapped expenses, MTD quarterly tabs, Section 24 vs limited company, CGT tracker and mileage log. Excel, £19 one-off.
£19 · Excel (.xlsx) · instant download · free updates for the 2026/27 tax year
Buy the Landlord Tax Pack — £19
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Just need a simple single-property log? The free expenses spreadsheet is the one-property version of this.
Up to 10 properties, one workbook
A Properties sheet drives everything: income and expenses are logged per property and rolled up into one portfolio summary, the way SA105 wants them and the way an accountant asks for them.
SA105 box mapping, per property
Every expense category carries its SA105 box number (24, 25, 27, 28, 29, 36, 44) so the year-end return is a copy-across, and finance costs are kept out of the expense boxes where they no longer belong.
MTD quarterly tabs with the deadlines
Four cumulative quarters (6 April–5 July, to 5 October, to 5 January, to 5 April) with the 7 August, 7 November, 7 February and 7 May update deadlines — the shape HMRC-recognised software expects when Making Tax Digital applies to you.
Section 24 vs limited company, live
Named cells for the 2026/27 rates and the 22/42/47 per cent property rates that start on 6 April 2027, the 20 per cent finance-cost credit, corporation tax and dividend tax — change the mortgage interest or the rent and both columns move.
CGT tracker per property
Purchase price, buying costs, improvements, selling costs and the annual exempt amount, so the 60-day report after a sale starts from a number you already have.
Mileage log at HMRC approved rates
45p / 25p per mile logged per trip and totalled into the expenses sheet automatically.
The free spreadsheet on this site logs one property for one tax year. The Tax Pack is the version a landlord with a portfolio, a limited company question or a Making Tax Digital deadline actually needs — and it is built from the same verified rate table as every calculator here, not copied from a template shop.
Who it is for
Landlords with two or more properties who want one file that produces the SA105 numbers, the MTD quarterly totals and a defensible Section 24 versus limited-company comparison without paying a monthly software subscription. If you already use HMRC-recognised software, the pack is still useful as the working file behind it; if you have one property and no MTD obligation yet, the free version is enough.
What is in the workbook
- Up to 10 properties, one workbook. A Properties sheet drives everything: income and expenses are logged per property and rolled up into one portfolio summary, the way SA105 wants them and the way an accountant asks for them.
- SA105 box mapping, per property. Every expense category carries its SA105 box number (24, 25, 27, 28, 29, 36, 44) so the year-end return is a copy-across, and finance costs are kept out of the expense boxes where they no longer belong.
- MTD quarterly tabs with the deadlines. Four cumulative quarters (6 April–5 July, to 5 October, to 5 January, to 5 April) with the 7 August, 7 November, 7 February and 7 May update deadlines — the shape HMRC-recognised software expects when Making Tax Digital applies to you.
- Section 24 vs limited company, live. Named cells for the 2026/27 rates and the 22/42/47 per cent property rates that start on 6 April 2027, the 20 per cent finance-cost credit, corporation tax and dividend tax — change the mortgage interest or the rent and both columns move.
- CGT tracker per property. Purchase price, buying costs, improvements, selling costs and the annual exempt amount, so the 60-day report after a sale starts from a number you already have.
- Mileage log at HMRC approved rates. 45p / 25p per mile logged per trip and totalled into the expenses sheet automatically.
How the numbers stay right
The workbook is generated from taxdata, the single table of rates behind this site, so the personal allowance, bands, the finance-cost credit, the 2027 property rates, the CGT rates and the £3,000 annual exempt amount are the same ones the calculators use, with the date they were last checked printed on the Read-me sheet. When a rate changes — the Autumn Budget is on 28 October 2026 — buyers get the updated file for the rest of the 2026/27 tax year at no charge.
What it does not do
It does not submit anything to HMRC (only HMRC-recognised software can send MTD updates — see which software landlords use), it does not replace an accountant for a limited company’s statutory accounts, and the tax figures are estimates in the same sense as the calculators: sourced, dated, and yours to check.
Rates in the workbook are read from the same source table as this site’s calculators (HMRC rates and allowances, gov.uk Making Tax Digital for Income Tax guidance, Autumn Budget 2025 documents) and stamped with the date they were last checked on the Read-me sheet. The pack is a record-keeping and estimating tool; it does not file anything with HMRC and it is not tax advice. See the disclaimer and editorial policy.
Before you buy
No. £19 once, for the 2026/27 tax year workbook, with free updated files if a rate changes during the year. The 2027/28 edition, when it exists, will be a separate purchase.
It is a standard .xlsx with ordinary formulas and data-validation dropdowns; it opens in Excel, LibreOffice, Google Sheets and Numbers. Named cells and the dropdowns are the only features that occasionally need re-checking outside Excel.
No — nothing except HMRC-recognised software can. The MTD sheets give you the cumulative quarterly totals in the shape that software asks for, so the update is a copy-across rather than a rebuild.
No. The seller is not VAT-registered, so the price is £19 flat.
Email within 14 days of purchase and we refund, no questions. Digital files cannot be 'returned', so we simply ask that you delete your copy.
Payments are taken by Stripe on behalf of the site's publisher; the card statement shows LANDLORDTAXLAB. Contact details are on the contact page.