TaxSimba — Landlord Repairs or Improvements: What to Send Your Accountant
Preparation worksheet

Optional offline planning aid, not a tax return or filing confirmation.
Keep completed notes securely; never include passwords or one-time codes.

WORK THROUGH THIS EXAMPLE
A contractor invoice covers repainting, replacing a broken fitting and adding an extension. Ask for the work to be itemised, with before-and-after descriptions. A single payment can contain different kinds of expenditure that should not be forced into one expense label.

DECISION TO RESOLVE
Can the cost of each distinct repair, replacement or improvement be evidenced?

YOUR POSITION
Relevant year and source: ____________________
Evidence supporting your answer: ____________________
Missing item and who will obtain it: ____________________
Deadline or next review date: ____________________

1. Collect itemised invoices and payment records.
Notes: ______________________________

2. Describe what existed before and after.
Notes: ______________________________

3. Record purchase and letting history.
Notes: ______________________________

4. Identify wider projects and mixed invoices.
Notes: ______________________________

5. Retain capital-cost evidence separately.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

Guide: https://taxsimba.co.uk/blogs/landlord-repairs-vs-improvements
Check the current guide and official sources before relying on a deadline or process.