MTD for Income Tax becomes mandatory April 2026 — prepare your account now →

Invoices & Accounting | RentalBux Support
Invoices & Accounting

A complete accounting engine built for landlords

Generate rent invoices, scan receipts with OCR, maintain your general ledger, and run P&L reports — all using HMRC's required expense categories for Making Tax Digital.

14 guides
3–8 min reads
Includes double-entry & P&L
Written Guides

Invoices & Accounting — all guides

Complete documentation for every accounting feature — from your first rent invoice to reading your balance sheet.

01
The Invoices & Bills Module — Complete Walkthrough
Full guide to invoicing, bills, OCR scanning and expense recording
8 min
02
OCR Receipt Scanning — Turn Paper Receipts into Digital Records
Photograph receipts in the app — RentalBux extracts and categorises automatically
5 min
New
03
The Accounting Module — Your Property's Financial Engine
Overview of the double-entry accounting system that powers MTD compliance
6 min
04
The General Ledger — Your Complete Transaction Record
How to read, filter and export your full transaction history
5 min
05
Credit Notes & Reversing Entries — Correcting Invoices
Issue credit notes and reverse incorrect entries without corrupting your ledger
4 min
Updated
06
Journal Entries — Recording Manual Accounting Adjustments
Post depreciation, accruals, prepayments and non-standard adjustments
5 min
07
The Trial Balance — Checking Your Books Are Correct
Run and interpret your trial balance to verify debits equal credits before submitting MTD
4 min
08
The Income Statement — Understanding Your Rental P&L
Read and export your P&L report for any date range or per-property view
5 min
09
The Balance Sheet — Your Financial Position at a Glance
Assets, liabilities and equity explained for rental property accounting
4 min
10
Flush Financial Data — What It Is and When to Use It
The data flush function explained — and why it must never be used on a live account
4 min
Important
11
Chart of Accounts — Your Financial Category Framework
How RentalBux maps income and expenses to HMRC's approved categories
4 min
12
Creating Your First Rent Invoice
Create a recurring monthly rent invoice and track payment status
3 min
13
Recording Expenses — Repairs, Agent Fees, Insurance & More
Log expenses in HMRC-compliant categories: repairs vs improvements, Section 24 interest
6 min
14
How Auto-Categorisation Works
How RentalBux maps transactions to HMRC categories and when to override manually
4 min
What's Covered

Accounting capabilities

Rent Invoicing

Generate monthly rent invoices per property and tenancy. Track payment status, send reminders and link receipts automatically to bank reconciliation.

OCR Receipt Scanning

Photograph any paper receipt with the mobile app. The OCR engine extracts the supplier, amount, and date, then creates a ready-to-review transaction.

Auto-Categorisation

RentalBux maps imported bank transactions to HMRC expense categories using the transaction description, amount, and payee.

Double-Entry Ledger

Every transaction creates a double-entry record in your general ledger. The trial balance always balances — giving your accountant a clean, audit-ready set of books.

P&L & Balance Sheet

Run income statements and balance sheets for any date range, filtered by property or across your whole portfolio. Export as PDF or CSV for your accountant.

Journal Entries

Record depreciation, accruals, prepayments and year-end adjustments. Every journal entry is stamped with a reason and an audit trail visible to your accountant.

HMRC categorisation — why it matters for every quarterly update

When you submit a quarterly MTD update, you're not sending HMRC a single total figure. You're sending a breakdown by HMRC category: rental income, allowable expenses (repairs, insurance, letting agent fees, mortgage interest relief), and disallowable expenses. If transactions aren't correctly categorised, your submission may trigger a compliance review or produce an incorrect tax calculation. RentalBux auto-categorises most transactions but flags any it can't categorise with confidence for manual review.

The accounting system behind your MTD reports

Every quarterly MTD submission generated by RentalBux is built from the accounting records stored in your system. Behind the scenes, each invoice, expense, receipt scan or bank transaction becomes part of your property's accounting records.

These transactions are organised through the Chart of Accounts, recorded in the General Ledger, and reflected in reports such as the Trial Balance and Income Statement. Together, these records ensure that the totals reported in your quarterly update are based on a complete and balanced set of financial data.

The guides below explain how each part of the system works — from recording transactions and scanning receipts to reviewing your ledger and financial reports before submitting your MTD update.

Repairs vs improvements — getting the categorisation right

One of the most common mistakes landlords make is claiming improvement work as a repair expense. HMRC distinguishes clearly between repairs (restoring to original condition — allowable) and improvements (enhancing beyond original condition — capital expenditure, not allowable annually). RentalBux's expense category selector uses HMRC's own distinction. If you're ever unsure whether work is a repair or an improvement, the category selector includes guidance notes and links to the relevant HMRC guidance.

Accounting tips
Scan receipts immediately — paper fades and HMRC can request evidence up to 6 years later
Review auto-categorisation monthly — corrections are easy now, painful at quarter-end
Run the trial balance before each MTD submission to catch errors early
Never use Flush Financial Data on a live account — only on test setups
⏰ April 2026
MTD Deadline is Coming

Gross income over £50k must comply from April 2026. Free for one property.

Read MTD guide →
Common Questions

Frequently asked questions

Related Topics
Free for your first property until March 2028

Full MTD compliance — HMRC connection, quarterly filing, bank reconciliation and invoicing. No credit card required.

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