TaxSimba — Rent a Room Relief: When Lodger Income Needs a 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
Keep the accommodation agreement and receipts for rent and related services together. Record who else receives income from accommodation in the same home. The payment labelled rent may not be the entire relevant receipt or decide the applicable relief limit.

DECISION TO RESOLVE
What gross receipts and shared-income arrangements need checking?

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

1. Describe the accommodation and when you lived there.
Notes: ______________________________

2. Total relevant rent and service receipts.
Notes: ______________________________

3. Identify anyone sharing the income.
Notes: ______________________________

4. Keep actual expense evidence for comparison.
Notes: ______________________________

5. Check the applicable threshold, reporting and election position.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

Guide: https://taxsimba.co.uk/blogs/rent-a-room-relief-lodger-tax
Check the current guide and official sources before relying on a deadline or process.