The gaps.
The evidence.
The next step.
Fictional example · A landlord whose records need further review. No saving has been calculated.
Find property tax items that may have been overlooked. Our technology-enabled assessment highlights questions in your records, and our accountant reviews the evidence to establish whether a claim is available. Understand what could be recovered and what to do next.
Initial findings need professional review. Any saving depends on your records, circumstances and the applicable claim requirements.
A refurbishment. A change of use.
An expense or claim that never made it into the picture.
As your portfolio changes, records and tax treatment can fall behind. Our audit works through the detail to find what may have been missed.
Our system works through the assessment.
Our insured accountant checks the evidence and verifies eligible claims.
A structured assessment, supported by technology.
Evidence checked through professional review.
Our technology-enabled assessment brings together your property history, expenditure, records and changes in circumstances to identify items that need closer attention.
Our insured accountant reviews the findings and supporting records, verifies eligibility and establishes what can be claimed.
We help progress verified claims for missed amounts you are entitled to recover, with the proposed action explained before you proceed.
Leave with a clearer view of your property tax position, the records to keep and the next steps that support your plans.
Our insured accountant verifies the claim.
Technology supports the assessment; professional review establishes what can be claimed. We can work alongside your existing accountant.
See how your information becomes a focused list of items for review, with accountant verification before an eligible claim progresses.
The review accepts a CSV spreadsheet. Use its template to organise the relevant figures, or explore its sample accounts first.
The review application lets you inspect imported figures before you submit them. Check the values and correct your file if something does not match your records.
The assessment identifies items for review. Our insured accountant checks the evidence and eligibility before a claim progresses, with the proposed action explained to you.
A quick guide to the process. Explore each step at your own pace.
Fictional example · A landlord whose records need further review. No saving has been calculated.
An optional seven-area starting check.
Your full audit goes further.
This short check helps frame your audit. Think about one property and what has changed, then rate each area against your records. The full Landlord Tax Audit works through missed items and evidence, with accountant verification before a claim.
Adapted from Nick Sinclair’s Asset Decision Stack™ · Appendix AChoose the closest description. An unclear answer identifies a review question—it does not establish a tax error or a saving.
These ratings are yours, not verified findings. No tax entitlement, compliance status or financial saving has been calculated. Answers stay in this tab and reset when it is reloaded.
The audit brings the relevant questions together.
Specialist support follows where your circumstances require it.
Review potentially qualifying expenditure on commercial property, building systems and works. Entitlement depends on the expenditure and its history—not simply the presence of fixtures.
Consider how ownership, intended use and future plans fit together. A useful strategy starts with the full circumstances of the people and businesses involved.
Prepare for a disposal with a review of the relevant acquisition, improvement and sale records. Explain the transaction and timing so the team can identify the advice you need.
Enquire about accounts and tax support for a property company. Tell us about the business, your existing arrangements and what you would like help with.
Technology guides the assessment.
People take responsibility for the review.
Dan Cruikshank of Cavill & Cruikshank Limited provides property and personal tax input where the audit identifies a question that needs technical review.
Creator of The Asset Decision Stack™. Reviewing where property decisions, documentation and original plans have drifted.
The team behind Landlord Tax Audit
It is a technology-enabled assessment designed to uncover missed tax items and savings across your property position. Our system works through the information and evidence, and our insured accountant verifies eligible claims. You receive a clearer view of what can be recovered and what to do next.
The full audit aims to identify and quantify missed savings supported by your records. Our insured accountant verifies what is eligible before a claim proceeds. The amount depends on your circumstances and the applicable claim requirements. The short online starting check does not calculate savings.
Yes. You can enquire about specialist support alongside your existing accountant. Explain what has already been reviewed so the team can understand where help is needed.
They need their own assessment. Residential restrictions and changes to holiday-letting rules mean they should not automatically be treated like commercial property. Tell us how the property is used and what you want reviewed.
No. It is an optional introduction based on Nick Sinclair’s Asset Decision Stack. The full audit assesses your information and supporting records, investigates missed items and includes accountant verification. Completing the starting check does not submit a claim.
The team will explain the proposed scope and provide written fees before you commit to work. This should cover any percentage fee, what it is calculated on, VAT, when payment is due and any additional work. An initial indication is not a confirmed tax saving.
Identify overlooked items. Check the evidence. Move forward with clarity.
Request my tax audit ↗