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Section 23 (18) Landlord Income Report

Chris Horroll
Chris Horroll
  • Updated

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Preparing the Section 23 (18) Landlord Income Report

The Section 23 notice requires agents to submit information about rents received on behalf of Landlords to HMRC. The below shows you how to prepare the Section 23 report for Submission to the HMRC.

The S23 (18) Report has been produced to conform to HMRC - Making Tax Digital requirements.

The downloaded file produced by Jupix should not be submitted itself but should be used to help you complete your return, as directed in the notice received from HMRC. (Please see the HMRC website for more information on how to do this)

To prepare the S23 (18) report for submission to HMRC:

  1. Click Reports on the main homebar
  2. Click HMRC Reports to expand the section
  3. Click the S23 (18) Report
  4. Within Report Options, select the Tax Year from the dropdown menu
  5. Select Which landlords you want to run this report for, All landlords, UK resident landlords only, or Overseas resident landlords only
  6. Click Generate
  7. Once the report has been generated, click Download Report
  8. The S23 (18) Report will open as an Excel spreadsheet labelled ROPL-01, and the content will copy and paste into HMRC's ROPL-01 submission template. Ensure that you select Paste Values with Number Formatting as shown below

    landlord_income_report.png

    The HMRC submission template contains a number of validation rules for each column and will highlight any issues with your data, that doesn't comply with HMRC’s requirements.

    landlord_income_report2.png
    In the above example, an error has been highlighted in row 4 of column B, as HMRC will not accept ℅ addresses. The recommended action would be to correct the error in your data, in order to prevent the same error recurring in future returns, re-run the report and repeat this process.
  9. Once your data is clear of any errors, save the file as an .xls or .xlsx file using Save As, and the file name you have been instructed to use in the notice you received

     Note

    We are unable to name the file for you as it will be HMRC’s reference and will differ for each agent

Your return is now ready for submission as directed within the notice you have received.

Running the Landlord Income Report

This report will show all income for a Landlord over a selected time period. This is often useful for Annual Tax returns.

To generate this report:

  1. Click Reports on the main homebar
  2. Click Landlord Income Report
  3. Within Report Options, select the Date Range From and To
  4. Within Choose Landlord, select whether to produce the report for All Landlords or Selected Landlords
  5. Click Generate

The Report is generated as a .pdf document, which opens in a new browser tab. It can be saved or opened.