Uk property
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This article applies to:

  • Product: Digita Personal Business and Trust Tax
  • Subject: Making Tax Digital (MTD)

UK property data entry

Enter property details, manage joint property settings, import quarterly data, and review annual UK Property information.

Parent screen

The
Parent
 screen lists all properties registered with HMRC and all properties added manually in Making Tax Digital (MTD).
UK property fields
Field
Description
Property Name/First Line of Address/Postcode
Digita updates this grid from the information entered in the
Rental
 schedule.
Ownership Share %
This field shows 100% by default. If you mark the property as joint income and enter a different ownership share in the
Rental
 schedule, Digita shows that percentage.
Accounting Type
Select
Accruals
 or
Cash
.
Business ID/Commencement/Cessation
HMRC provides these fields. The Digita populates them automatically. You can't change them manually in MTD.
Three-Line Accounting
Use this simplified expenses option only when the taxpayer's total annual income is less than £90,000. If the total annual income exceeds £90,000 for the tax year, you'll need to report detailed expenses.
Report Consolidated Expenses
Select this checkbox to report consolidated expenses. This action clears existing data for unsubmitted quarters and requires you to re-import the data.
Calendar Election
Use this option for clients with an accounting period that begins on 1 April and ends on 31 March. Digita disables these checkboxes after you make the 1st submission.
Calendar Election Previously Claimed
Select this option only if the client previously claimed a calendar election. Digita changes the obligation periods to begin on 6 April and end on 31 March. Adjust income and expenses for 1 April to 5 April in the annual section.
Elect for Quarterly Calendar Election
Select this option if the client's accounting period begins on 1 April and ends on 31 March. This changes the obligation periods to begin on 6 April and end on 31 March. Adjust income and expenses details for 1 April to 5 April in the annual section.

Rental

Enter the relevant property information. Digita feeds this information through to the UK Property schedule.
  • Property name
  • Property description
  • Address line
  • Postcode
Joint property settings
Use the joint property settings when the client jointly owns the property.
  1. Select
    Manage as Joint Property
    .
  2. Select
    Split by Ownership Percentage
     if you enter the total property income and expenses and want Digita to calculate the client's share.
  3. Enter the percentage of the property owned by your client in
    Ownership Share %
    .
  4. Select
    Save
    .
note
The joint property settings apply to the current period and future periods.

Quarterly data

HMRC requires digital linking for quarterly submissions. Data will need to transfer digitally through a spreadsheet.
Quarterly submissions follow a cumulative approach. Each quarterly submission includes data from all previous quarters.
Quarterly data actions
Action
Description
Import
  • Import Spreadsheet
    : Upload a spreadsheet that contains the client's income and expenses for the quarter.
  • Review Spreadsheet Mapping
    : Review and verify that each transaction row from the spreadsheet maps to the correct tax category.
Clear
Clear all data in a quarter.
important
This action deletes all amounts entered for this quarter and affects annual totals.
Refresh
Refresh existing data in a quarter.
Last Imported
Date and time of the most recent data imported for the quarter.
Last Retrieved
The date and time of when the HMRC data for a quarter was last retrieved into Digita.
Workflow status
The workflow status is available from the 2026/27 tax year. You can select status checkboxes after you resolve all errors. If unresolved errors exist, the status checkboxes aren't available.
Workflow statuses
Status
Description
Prepared
Select this status when the quarterly submission is prepared. Digita makes all data in the quarter read-only and disables
Clear
,
Refresh
, and
Import from Spreadsheet
.
Reviewed
Select this status when the quarter is reviewed. Digita disables the
Prepared
 checkbox. If you select
Reviewed
 directly, Digita also marks the quarter as prepared.
Approved
Select this status when the quarter is approved. Digita disables the
Prepared
 and
Reviewed
 checkboxes. Digita also shows a padlock on the quarter row and locks the schedule for editing. If you select
Approved
 directly, Digita also marks the quarter as prepared and reviewed.
To unlock a locked quarter, clear the statuses in this order:
  1. Clear
    Approved
    .
  2. Clear
    Reviewed
    .
  3. Clear
    Prepared
    .
Joint property split information
If you select a joint property, the message
The Financials Have Been Split at (X)%
 appears. This message shows the ownership percentage used to calculate the client's share.
Tax deducted
All other fields on the
Quarterly
 screen require digital linking.
Tax Deducted
 remains available to enter manually. Enter any tax paid towards UK Property.
Rent-a-Room Relief
To claim Rent-a-Room relief:
  1. Select the
    Claim Rent-a-Room
     checkbox.
  2. Enter the amount in
    Rent-a-Room
    .
note
  • Rent-a-Room relief can't exceed rental income. If the amount entered is greater than the rental income, Digita shows an error.
  • While Rent-a-Room relief is claimed, Digita excludes expenses entered on the quarterly page from the calculation.

Annual summary screen

Review the annual summary for the property business and make adjustments. Digita automatically pulls figures from the latest quarter as cumulative year-to-date amounts.
To override an amount, select the checkbox next to the amount.
  • Residential Finance Costs:
     Costs arising in a period and brought-forward amounts are available. Digita doesn't automatically carry-forward amounts from previous tax years stored in Personal Tax. Add brought-forward amounts by spreadsheet import.
  • Annual adjustments:
    • Claim Rent-a-Room:
       Digita turns off the
      Claim Rent-a-Room
       option by default. The option appears selected when Rent-a-Room relief has been claimed in the latest quarter that contains information.
    • Structures and Buildings Allowance (SBA):
       Select the
      SBA
       or
      Enhanced SBA
       checkbox to claim the allowance. Digita shows a grid where you can enter SBA-specific information.
    • Additions/Deductions from Profit:
       These fields are enabled or not available based on the accounting type selected on the UK Property schedule. Enter positive amounts only.
  • Property Allowance:
     Select the
    Property Allowance
     checkbox and enter the amount. When you claim a property allowance, Digita excludes expense amounts from calculations.
    note
    If you clear the
    Property Allowance
     checkbox after entering an amount, the amount remains visible on the screen. Digita doesn't include the amount in the calculation.
  • Losses and Reliefs:
     Digita calculates these amounts automatically. Enter any losses brought forward from the previous tax year.
  • Capital allowance losses:
     If capital allowance losses exist, the
    Capital Allowance Set Against Other Income
     section becomes available. Use this section to decide whether to set off other income using capital allowance losses. You can apply this to the current tax year or next tax year.