Step 1: take your records out of August
August’s help centre says the rent ledger can be exported as CSV or PDF in one click (checked 6 October 2026). Export it for each property, and download your certificates and documents.
Step 2: bring the portfolio in
Open Properties, choose Import and upload a CSV: one row per tenant, or per room for an HMO, with the address, town and postcode, rent, deposit and certificate dates. A room column turns a row into an HMO room. Then drop the certificate files in as a batch, with the dates read from each one.
Step 3: this tax year’s money
Import your bank statements as CSV, and photograph any receipts. Each line is matched to rent or an expense, and nothing is recorded until you confirm.
Step 4: Making Tax Digital
Each quarterly update restates the tax year since 6 April, so make sure the whole year so far is in LetCompliance before you connect HMRC and send your first update.
What does not come across
August’s bank feeds and its tenant app stay with August. In LetCompliance your tenants get a portal link with no app and no password, and can pay by Direct Debit.
