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Reports

Financial Reports & Analytics

RentFig has a full suite of reports — Profit & Loss, Balance Sheet, Cash Flow, Rent Roll, arrears, voids, yields, compliance and tax returns. Find them all on the Reports page, filter them, and export them for your accountant or HMRC.

Getting Started

  1. Open a report — Click Reports in the sidebar. Key reports (Tenant Statements, Rent Roll, Arrears, Voids, Compliance Expiry, Profit & Loss and your tax return) sit at the top with a live figure; search by everyday words such as "arrears" or "gas safety", or browse the groups: Rent & arrears, Properties & tenancies, Compliance & maintenance, Accounts, and Tax. The accounting reports are also under Accounting → More → Reports.
  2. Pick the year — Accounting reports use a year selector at the top: the tax year or your portfolio's accounting year, current or historic.
  3. Switch accounting basis — Profit & Loss supports both cash basis and accrual basis, and can compare to the prior year.
  4. Filter by portfolio or property — Choose the portfolio at the top of Accounting; Profit & Loss can also show a single property, and Property Analysis compares every property side by side.
  5. Export — Click Export on a report to download it as PDF, CSV or a spreadsheet (.xlsx), if your permissions allow exporting.
  6. Year-End Pack — Open Accounting → Transactions → Accounting Settings → Year & Lock and use Year-End Pack to download the P&L, Trial Balance, Balance Sheet, Rent Roll, Mortgage Interest and Capital Allowances for the year as one spreadsheet.

Common Questions

Can I generate reports for a specific property?

Yes. Profit & Loss has a property selector, Property Analysis compares income, costs and profit for every property, and Yield & Return shows each property's yield and loan to value.

Which plan do I need?

The accounting reports (P&L, balance sheet, trial balance, cash flow, aged debtors/creditors, rent roll, tax and VAT reports) are included from the Starter plan. You only see reports for the areas your team permissions allow.

What is the difference between cash basis and accrual basis?

Cash basis records income and expenses when money changes hands. Accrual basis records them when they are earned or incurred. Most individual landlords use cash basis for self-assessment; limited companies typically use accrual.

Can I share reports with my accountant?

Yes. Export any report and send it, or give your accountant their own read-only access: invite them from Accounting Settings → Accountants (account owner) or as an Accountant team member in Settings → Team, from the Starter plan. The Year-End Pack bundles the key reports for a year into a single download.

Still need help?

Try our AI help bot — it can answer most questions instantly.

If it’s still not resolved, email us at support@rentfig.co.uk