Financial Details Page Tab

The Financial Details tab is there to enable you to record the important financial information about the landlord, including:

• VAT Status and Number.
• Payment Day – choose from 1st – 31st of the month for making repayments.
• Payment Type and, if required, a Payment Reference (used for Internet Banking purposes for example).
• Deposit Scheme ID - You can enter you the Deposit Scheme ID number here for your reference. 
• Please note that the Retain Amount is now to be completed on the Property Financial Details Tab so that you are able to stipulate a retained amount for each property.  This field on the Landlord form will be removed in the near future, so please do not populate the field here.  
• NI Number.
• Bank Details (remember the Bank Account lookup - these are credits you can purchase via the Support Ticket system, this will populate the bank address in the middle).
• Payment Notes can be used for anything you need to add in here.  
• Non Resident Landlord (NRL) Scheme information - if the landlord is a NRL make sure you tick the tick box to expand the NRL information fields as below:

When you tick the box further fields will appear. The box is not able to be unticked - however you are able to enter a NRL Until date to record when they ceased being a NRL. If the box is ticked by mistake simply refresh the page so that you do not save the change or if you have already saved the record enter the same dates into NRL from & NRL until.