What does my accountant see in the Tax by owner report?
Invite your accountant from Settings → Accountant access, choosing a tax year and an expiry date. They sign in to their own read-only view showing income/expense totals, draft tax summaries, and — when a property has more than one owner — a 'Tax by owner' table apportioning income, expenses, and estimated tax per ownership entity.
Where to find it
Go to Settings → Accountant access and invite your accountant by email, choosing the tax year they need and an access expiry date. Once they accept, they sign in and land directly on their own Accountant view — a separate, read-only page, not the regular dashboard.
What it shows
For the tax year you scoped the invite to:
- Income / expenses / net totals for the year
- Tax summaries — draft rental income, allowable expenses, mortgage interest, net profit, and estimated tax at basic and higher rate (a draft SA105-style figure)
- Tax by owner — when a property is owned by more than one person or company, this table apportions the same figures per ownership entity by ownership share, and flags any non-resident landlord (NRL) entity. It only appears when your organisation has more than one owner set up — a single-owner portfolio just shows the Tax summaries table above
- Finalised landlord statements — rent received and net remittance for past periods
- The underlying financial records behind those totals (most recent 200)
Every figure is marked as an estimate, not tax advice — your accountant still verifies against source records before filing.
Who can see it
Only someone you’ve invited with the Accountant (guest) role for your organisation. Their access is scoped to the tax year you chose and stops working after the expiry date you set — after that, invite them again for a new period. They can only see the organisation that invited them, never any other LetTrack account.
Why it exists
It lets you share exactly what your accountant needs for Self Assessment — including the per-owner Section 24 breakdown where a property is co-owned — without giving them access to tenants, maintenance, or anything else in your account, and it switches off automatically when the expiry date passes.