Landlord Annual Compliance Planner

Who this is for

Every recurring check for a property, dated on one page. Each line takes the date it was last done and the date it next falls due, and the days remaining are worked out against today — so the next expiry is visible before it arrives, not after.

Landlords and agents responsible for keeping a let property's checks, certificates and renewals in date, for one property or a small portfolio.

What this helps you track

• What was last done, and when, for every recurring check
• The next due date for each, and how many days are left
• Which lines are overdue or coming up within the month
• Where the paperwork is filed, so a certificate can be produced on request

How to use it

1. Write the property and the year at the top.
2. Go down the prefilled lines and delete or cross out any that do not apply to this property; add your own at the bottom.
3. For each line, enter the date it was last done and the date it next falls due, from the certificate or the rules where the property is.
4. The browser and spreadsheet versions count the days left from today's date and flag overdue lines; on paper, review the due dates monthly.
5. Tick done when a check is completed, then move its date into last done and write the new next due.

Formats

• Printable PDF (A4 and US Letter)
• Fillable PDF with form fields
• Fill in online, saved in your browser
• Excel / Google Sheets workbook

The printable is laid out inside a box that fits both A4 and US Letter, so the two files are identical and neither one is scaled. The fillable PDF has real form fields. The workbook uses plain formulas only — SUM, IF, COUNTIF and the like — so it opens in Excel, LibreOffice and Google Sheets without anything breaking, and every calculated cell is grey so you can see which figures it worked out.

How to print

Download the A4 or US Letter file to match the paper in your printer, open it in a PDF reader and print at 100% — not "fit to page", which shrinks the writing space. Both files leave a 14 mm margin, which clears the unprintable edge on home printers. To print the online version with your entries in it, use the Print this sheet button, which prints only the sheet and none of the page around it. More on printing.

Questions

How often does each check have to be done?

The sheet does not say, on purpose. Intervals for gas, electrical, alarm and other checks are set by the rules where the property is and change over time. Enter the next due date from the certificate you hold or the rule that applies to you.

Why are some of the lines not relevant to me?

Because the list is generic: it covers checks that apply in some places and to some property types and not others. Delete what does not apply rather than leaving it blank, so an empty line never looks like a missed one.

Where do I keep the certificates?

Wherever suits you — the reference column is for saying where. A folder name, a file path or 'with the agent' is enough, as long as it can be found.

Does it work for more than one property?

One sheet per property is clearest, because the due dates differ. In the browser version, save a copy per property; in the spreadsheet, one tab each.