The HMRC ROPL01 Report helps UK property managers and landlords comply with HM Revenue & Customs requirements for reporting rental income and other payments arising from land. It aligns with Schedule 23 of the Finance Act 2011. For full details on the reporting requirements, see the official HMRC guidance.
When This Report Is Required
You may need this report if you manage UK properties, collect rent or other payments from land on behalf of property owners, or have received a formal notice from HMRC requesting this information.
How It Works
The ROPL01 Report captures all relevant property income transactions that fall within the UK financial year (6 April to 5 April of the following year). It identifies active invoice payments for income invoices, prorates payments evenly across invoice line items, calculates property totals based on inclusive payment amounts, and organises data by entity name with address details and payment totals.
How to Generate the Report
Navigate to General Reports > HMRC ROPL01 Report.
Set filters:
Financial Year — select the appropriate UK tax year (e.g. 2024–2025).
Company — select the relevant company or property portfolio.
Owners — filter by a specific owner or leave as <All Owners>.
Chart of Accounts — select relevant accounts or leave as <All Chart of Accounts>.
Click View to generate the report on screen.
Click Export to CSV to download for your records or submission to HMRC.
Before Submitting to HMRC
Verify that all entity information is complete and accurate, financial totals match your other reports for the same period, all relevant properties and account codes are included, and the correct financial year is selected.
Important Notes
The report tracks payments received within the UK financial year by payment date, not invoice date.
Zero-value entries may appear for entities where no payments were received during the selected period.
Only active invoice payments related to property income are included.
If you see unexpected results, verify the financial year selected, check Chart of Accounts and owner filters, confirm payment dates fall within the UK financial year, and ensure property addresses are correctly entered contact our support team.