TaxSimba — Living Abroad With UK Rental Income: Withholding and Your Tax Return
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
Ask for agent statements and tax certificates showing gross rent, fees and any withholding. Keep permission for gross payment if held. The net transfer cannot show whether tax was withheld, while gross-payment approval does not settle the final annual liability.

DECISION TO RESOLVE
Which tax has already been paid and what reporting remains?

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

1. Collect full agent statements and withholding certificates.
Notes: ______________________________

2. Retain any gross-payment approval.
Notes: ______________________________

3. Prepare residence and travel information.
Notes: ______________________________

4. Gather ownership, costs and foreign-tax evidence.
Notes: ______________________________

5. Confirm accepted filing and specialist-advice scope.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

Guide: https://taxsimba.co.uk/blogs/non-resident-landlord-uk-tax-return
Check the current guide and official sources before relying on a deadline or process.

REVIEW CHECK
 Non-resident cases can fall within HMRC’s temporary 2026/27 SA109 exemption. Whether it is automatic or requires an application depends on the return history and expected pages. Check the  exemption guide  before choosing MTD support. 
https://www.gov.uk/guidance/find-out-if-you-can-get-an-exemption-from-making-tax-digital-for-income-tax