When adding new Records into EA (Applicant, Landlord, Vendors) you will be asked to confirm the Consents and to confirm the method. Â
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If selecting "No" on a particular Consent you still HAVE to add in a Consent Method due to regulations. You have the option of Verbally, In Writing and Online for all the Consents. Â
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Please be aware we do not offer advice on these regulations, rather just the tools for you. If you need any advice you will need get in touch with the ICOÂ
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What is Classified as a Marketing Email?
How can I find all my Clients for whom I have no consent?
What can I send out to Clients if they say they dont want to be contacted about General Marketing?
How can I record consent for individual marketing services?
Why do I have to fill in a Consent Method when saying No for GDPR?
When dealing with Tenancies, should I gain consent to pass data to 3rd Parties?
How can my Applicants unsubscribe?
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With the changes to GDPR coming into force on May 25th 2018, Expert Agent has added some options within the system to help you be compliant. Â
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Please be aware we do not offer advice on these regulations, rather just the tools for you. If you need any advice you will need get in touch with the ICO. Â
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The GDPR FAQ section covers all GDPR related queries regularly raised by our members.  We hope you will find the answer to your query below however if not and you feel it will be beneficial to add please email your suggestion to This email address is being protected from spambots. You need JavaScript enabled to view it. and we will happily add it for you.
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Personal Information Requests GDPR FAQs
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If you have received notice under schedule 23 of the finance act 2011 to send information to HMRC information on the gross rents you have received on behalf of your landlords, it is the ROPL-01 you will need to use. You can access this via your top finance menu - reporting - ROPL-01.Â
For more information on this report, please refer to the ROPL-01 page in the manual.Â
Please bear in mind that you will need to check through the ROPL-01 report to confirm that all the information and landlord's that are included are correct, there may be some you need to remove/amend for various reasons. All mandatory fields requested by HMRC will be included in the downloadable CSV for you so you will have all the information you require to complete the return using the template HMRC will have sent over to you.
Its important that you send HMRC back the report using their template due to the checks and formulae within it. You need to transpose the information off of the EA report into their template or your return will likely be rejected.