Tenancy Summary and Key Dates Sheet
The property, the tenants and who manages the tenancy, in one place.
Resources
Income and expenses, rent received, inspections, inventories at both ends of a tenancy, and the annual compliance round.
Letting a property is a records job. Deposits are decided on inventories, disputes on dated inspections and tax on an income and expense sheet. These resources cover each of those without containing any legal wording — what a landlord must do is set where the property is, not here.
19 resources · every one as a printable and fillable PDF in A4 and US Letter, and online · 12 with an Excel workbook.
The property, the tenants and who manages the tenancy, in one place.
What the rent was before each review and what it became.
Who was approached for a reference and in what capacity.
Every request as it came in — by phone, message, email or in person.
Every key, fob and card that exists for the property.
What the property brought in over the period — rent and anything else.
Which rooms are let, to whom, and which are standing empty.
Which meters serve the property and where each one is.
Every substantial job done to the property, with the date it finished.
Every rent payment and other receipt for the period, dated and totalled.
A dated line for every rent due and every payment made.
Every area checked on the same day, in the same order, every visit.
Every occupant, their phone and email, and their own emergency contact.
Every repair reported, dated, with who reported it.
What was in each room and what state it was in on day one.
Condition at the start and at the end, side by side, for every item.
What you actually saw, ticked while you were standing there.
The steps to complete before any money moves, ticked in order.
What was last done, and when, for every recurring check.
Everything the site has on this subject — sheets, workbooks and tools included — is gathered on the rental property hub.
Every sheet, binder, game and puzzle on Upkeep Papers is free to download, with no email and no account. Making them is not free: each one takes days of research, design and checking, and the site costs money to run. If something here saved you time, you can buy us a coffee. It is entirely optional: nothing is locked, and nothing changes if you don’t.
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