Reports & Utilities
Powerful reports — insights when you need them
Analyse your rental performance using per-property P&L reports, portfolio analytics, MTD submission history and clean accountant export tools.
Written Guides
Reports & Utilities — all guides
Verify your MTD figures, analyse portfolio performance and export clean records for your accountant.
01 - Reports - Generating Insights from Your Rental Data: Learn how to generate and interpret reports to analyse your rental business performance.
02 - Settings - Configuring RentalBux Your Way: Customise and configure RentalBux settings to match your unique needs and preferences.
03 - Frequently Asked Questions - MTD for Landlords & Sole Traders: Find answers to common questions about Making Tax Digital (MTD) for landlords and sole traders using RentalBux.
What's Covered
Reporting Capabilities
Per-Property P&L Reports: Generate an income statement for any individual property across any date range. Filter by income type, category or transaction status.
Portfolio Performance Analytics: View total rental income, total expenses and net profit across your entire portfolio. Spot underperforming properties at a glance.
MTD Submission Reports: Review exactly what was submitted to HMRC in any quarterly update — income by category, expenses by category, and the HMRC confirmation reference.
Accountant Exports: Export any report as PDF or CSV. Grant your accountant direct read access to run their own reports without you needing to export and send files.
Settings & Preferences: Configure tax year start, notification preferences, currency display and default report ranges. Set cash or accrual accounting method.
MTD Calendar & Deadlines: The MTD calendar shows all upcoming submission deadlines, past submission dates, and a countdown to the next quarterly due date.
Why reporting matters for MTD for landlords
Good reports are not just useful for your accountant — they're how you verify that your MTD submissions will be accurate before you submit them. Running a P&L report for the current quarter before filing lets you spot any uncategorised transactions, unexpected income spikes, or duplicate expenses before they become part of your HMRC submission.
RentalBux's reporting module generates the same view of your data that HMRC will receive in your quarterly update — so there are no surprises between your records and your submission.
Using reports to optimise your portfolio
Beyond compliance, RentalBux's reports give you the financial intelligence to manage your portfolio more effectively. Which property has the highest net yield? Which has the highest maintenance cost relative to rent? Are letting agent fees eating into net income at one property more than another?
The per-property P&L makes these comparisons straightforward. The portfolio performance dashboard answers these questions visually — so you can make informed decisions about which properties to develop, refinance or sell.
Settings — configuring RentalBux for your workflow
The settings panel lets you customise RentalBux around your personal preferences and professional needs. Set your tax year start date (6 April for most UK landlords).
Configure which email notifications you receive and when. Set your preferred accounting method — cash basis (most landlords) or accrual basis (required for some business structures). Your accountant can advise which is appropriate for your situation.
Frequently Asked Questions
01 - Can I export reports for my accountants?
Yes. All reports in RentalBux can be exported as PDF or CSV. Your accountant can also be given direct read access to your account — they can then log in, run their own reports, and export data without you needing to generate and send files manually.
02 - How do I generate a report for a specific property only?
Use the property filter at the top of any report page to switch from a full portfolio view to a specific property. All filters — date range, property, income type — apply across all report types including P&L, balance sheet, ledger and MTD history.
03 - What settings should I configure first?
The most important settings to configure from the start are: tax year (to ensure reports and MTD submissions cover the correct date range), accounting method (cash vs accrual), and notification preferences (so you receive MTD deadline reminders well in advance).
04 - Where can I find answers to MTD questions in RentalBux?
The built-in MTD FAQ is accessible from the Reports & Utilities section and from the MTD module directly. For questions not covered there, the Support Centre MTD guide covers every aspect of Making Tax Digital for landlords.
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Still need help?
Our UK-based support team is here to help. Reach out by phone, email, or browse our resources.
Phone Number: +44 20 4591 1941
Email Support: support@rentalbux.com
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