Landlord Statement Examples

We recommend that you do not try to create your own statement templates but that you instead use one of the below statements from our default letters and agreements. We have included links with examples of what each template will look like.

We recommend that you clone across your chosen template into your 'Our Letters', and insert any logos, headers or footers into the template to personalise it to your own requirements. You are not able to edit the main body of these templates, they are hard-coded in the information they pull through and the way in which they display so please ensure that you take the time to look at the available options and decided on the template you are going to use for your landlords.

Basic Templates: Statements ordered by date as per the Statement tab on the Landlord record with any relevant opening balance and/or balance carried forward displayed at either end.

• Basic Landlord Statement
• Landlord Statement - Styled 
• Landlord Statement - Detailed - Styled

Sorted By Income: The statement is broken down into three sections with each section having its own sub total and transactions being in date order. All income received for the landlord is listed first, followed by expenses charged and finally any payments made to the landlord for the period in question. As with the basic statement, any relevant opening balance and/or balance carried forward will be displayed at either end. There are no page breaks between each section, if the transactions in the statement do not fit onto one page, they will continue onto the next page and so forth. 

• Landlord Statement by Income - Detailed - Styled 

Sorted By Property: The statement is broken down with a separate section for each property. The transactions within each section will be in date order and will have their own totals at the end. As with above, the statement will begin with any relevant opening balance and finish with any balance carried forward. There are no page breaks between each section, if the transactions in the statement do not fit onto one page, they will continue onto the next page and so forth. 

• Landlord Statement by Property - Detailed - Styled

Arrears Statement: This statement is identical to the 'Landlord Statement by Property - Detailed - Styled' above however any arrears for each property are listed under the property's transactions. The total arrears for the landlord's portfolio is given at the end of the statement.

• Landlord Statement with Arrears - Detailed - Styled 

NR Statement Templates: Both the above statements have an additional '(NR)' version - these will be relevant if you have landlords with multiple properties. These versions will exclude any reallocations between properties. You may wish to use these versions if you are running a landlord statement for all of your landlord's properties.

Annual Statement: The statement groups all rent receipts, management fees and other sales invoices together into their own sub totals. This version is perfect for sending to Landlords who are completing their Tax Returns.

• Landlord Annual Statement - Styled