v1.0.9: Automatically Import Your Landlord Record from AgentOS

Release: v1.0.9

What's in this release

Version 1.0.9 introduces a direct connection to the agentos.com API. Landlords can now authorise the platform to import their property portfolio, tenancy records, and financial transactions straight from AgentOS — eliminating the need for manual data entry before submitting to HMRC under Making Tax Digital.

Why this matters for MTD submissions

Making Tax Digital for Income Tax requires landlords to submit accurate quarterly figures to HMRC covering rental income and allowable expenses. Sourcing this data manually is time-consuming and error-prone.

With this integration, your AgentOS financial transactions become the primary data source for your MTD submissions. The platform reads the records already maintained in AgentOS and uses them to populate your quarterly returns — so the figures you submit to HMRC reflect exactly what is in your letting management system.

What gets imported

Properties — Your full portfolio as recorded in AgentOS
Tenancies — Active and historical tenancy agreements linked to each property
Financial transactions — Income and expenditure records used to calculate your MTD figures

How to get started

Go to Settings → Data Sources in the platform.
Select Connect AgentOS and enter your AgentOS credentials.
Your data will be imported automatically.
From there, proceed to generate your quarterly MTD submission as normal.

Full setup details are in the AgentOS Integration guide.

No changes to HMRC submission flow

This release affects data import only. The HMRC authentication process (including National Insurance Number submission) and the MTD submission workflow are unchanged in v1.0.9.