Once you've reconciled your accounts in RentalBux, your accountant needs clean, well-organised data to prepare your annual Self Assessment return (and, from April 2026, your Final Declaration under MTD). Here's how to get everything out of RentalBux in the format they need.
What your accountant typically needs
At year-end, most accountants will ask for:
A profit and loss summary for each property
A full transaction listing showing every income and expense item
Your bank reconciliation confirmation
Details of any capital expenditure (improvements, not repairs)
RentalBux can export all of these in standard formats that any UK accountant will recognise.
Exporting your Data
Sharing data directly through the accountant portal
If you've set up accountant access in RentalBux (see Guide 8- Linking / Inviting Your Accountant), your accountant doesn't need you to export anything. They can log in to your RentalBux profile and access your data directly — in real time, not just at year-end.
This is the most efficient option if you work with a regular accountant. It saves email attachments, version confusion, and the inevitable 'can you send me that file again?' messages.
Bank reconciliation export
1. Go to on the Bank tab in your sidebar
2. Click on Reconciliation statement
3. Click on the Export button
This generates a report showing every transaction that is matched, confirming that your records tie back to actual bank activity.
What if my accountant uses different software?
RentalBux exports in standard CSV or XLS format, which is compatible with all major accounting software including Xero, QuickBooks, Sage, and FreeAgent. If your accountant uses one of these platforms, the CSV or XLS export from RentalBux can be imported directly — no manual re-keying needed.