Essential Checklists for Landlords & Tenants
Use these quick checklists to stay compliant and organised at every stage of your tenancy
Landlord Checklist
EPC in date ✓
Gas Safety Cert (CP12) ✓
EICR in date + smoke/CO alarms tested ✓
Licences (if HMO/selective) ✓
Right-to-Rent process ready ✓
Draft AST + prescribed info templates ✓
Tenant Checklist
ID & proof of income ready ✓
Viewed property in person/video ✓
Asked about utilities/council tax/broadband ✓
Noted condition/repairs to request before move-in ✓
Landlord Checklist
Right-to-Rent completed correctly ✓
References returned and reviewed ✓
Guarantor deed drafted (if needed) ✓
Heads of Terms sent ✓
Tenant Checklist
Supplied documents ✓
Read offer & conditions ✓
Guarantor informed (if applicable) ✓
Landlord Checklist
AST signed by all parties ✓
Deposit protected (within 30 days) ✓
Prescribed information served ✓
HtR, EPC, Gas, EICR given (retain proof) ✓
Tenant Checklist
AST read & signed ✓
Deposit certificate received ✓
All safety docs received (keep copies) ✓
Joint Checklist
Photos/video of each room & exterior ✓
Meter readings recorded ✓
Keys log signed ✓
Defects noted & deadlines for fixes ✓
Tenant Checklist
Reported repairs promptly & in writing ✓
Followed pet/alteration permissions ✓
Kept copies of messages & receipts ✓
Landlord Checklist
Repairs log up to date ✓
Routine inspections completed (with notice) ✓
Certificates renewed on time ✓
Insurance & mortgage/consent compliant ✓
Joint Checklists
Repairs
Issue logged with photos and dates ✓
Access offered or arranged ✓
Works schedule agreed ✓
Final confirmation and snagging recorded ✓
Rent arrears
Statement shared ✓
Payment plan agreed or reviewed ✓
Escalation decisions documented ✓
Landlord Checklist
Incident log & evidence kept ✓
Early intervention/letters sent ✓
Agency or authority involvement (if needed) ✓
Joint Checklist
Correct notice served (method & dates) ✓
Pre-check-out advice issued ✓
Check-out inventory completed ✓
Keys & meter readings recorded ✓
Deposit return or ADR steps explained ✓
Landlord Checklist
Deductions proposed with evidence within scheme timescales✓
Tenant response recorded ✓
ADR or agreement reached ✓
Final documents stored securely ✓
Tenant Checklist
Forwarding address & bank details provided ✓
Response to deductions submitted ✓
Evidence kept for any dispute ✓
