TaxSimba — Employed and a Landlord: Does Your Salary Count Towards MTD?
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
Prepare a property-income schedule and put PAYE salary in a separate personal-income column. Salary does not become rent because it reaches the same account. Keep the P60 for the annual tax calculation even where it is excluded from the MTD qualifying-income total.

DECISION TO RESOLVE
Which figures decide MTD entry, and which affect the eventual overall tax bill?

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

1. Record the correct look-back year.
Notes: ______________________________

2. Total relevant gross trading and property income.
Notes: ______________________________

3. Document joint-property shares.
Notes: ______________________________

4. Collect agent, expense and finance-cost records.
Notes: ______________________________

5. Gather employment and benefit documents for year-end.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

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