Self Assessment for shared household and rental banking
The rental payments disappeared among everyday transactions.
01
The problem
Ravi used the same account for rent, household bills and property spending. At year end, identifying the property transactions took repeated searches.
02
How TaxSimba helped
TaxSimba asked him to mark the relevant entries and provide the supporting documents, querying unclear transfers and payments before preparing the property figures.
03
The outcome
Ravi reviewed the completed return and began keeping a separate record of rental activity, making future checks easier.