Schedule 23
Schedule 23 is a document that gives you information
related to the Landlords income/profit and loss, which may be requested at any
time from HMRC.
You can access this document from the ‘Agent’ module and
click on ‘Schedule 23’
In this window, you can view:
- Landlords name
- Landlords address
- Total income (and select a period)
- Landlords let addresses
- Tax Year
- Letting Agent
- You can also select to view either:
- ‘Income Only’ or ‘Profit & Loss’
- Print the list
- Export to Excel
- What date range you would like to view
Example of Exported data to Microsoft Excel
Related Articles
Deferred Income
To activate deferred income please click on the ‘Configure Spanner’ Then double click into the company Go to the ‘Company nominals’ tab then tick the “Use Deferred Income” box and enter the nominal you want to use. You can then create your tenancies ...Posting an already posted schedule item into Sage
There may be times where you need to repost a schedule item back into Sage. This could be down to restoring Sage data or some other reason. To repost an item you need to go to the tenancy schedule. Click on the Hide Posted Items checkbox so the ...Management Type - Guaranteed Income
To set a property to ‘Guaranteed’ click on the ‘Ownership’ tab within a property record. The following window will appear. In this window, click on ‘New Owner’ to attach a Landlord, this will open up the ‘Ownership’ window Click on the little ...Manually Adding a Company Logo to Landlord Statements/Reports
Go to the ‘Landlords’ module and go into the ‘Statements’ tab in the bottom left corner, double click on any current statement. This will the open up the ‘Landlord Statement’ window – from here click on the ‘Print’ icon to open up the ‘Reports’ ...Finance - Landlord (Owned)
In the ‘Finance’ tab within the property record, ‘Activity’ across the top shows all the transactions that have been raised against the property and posted into sage. Use the Date range tool below to set a date period you wish to view. You are also ...