Certificates, safety and Decent Homes

What a Landlord Compliance Checklist Must Cover (England, 2026)

A reliable landlord compliance checklist template is the single most useful document an England landlord can keep to hand in 2026. With the Renters’ Rights Act 2025 now in force (from 1 May 2026) and councils increasingly proactive about enforcement, the cost of missing a certificate renewal or a piece of prescribed information has never been higher. This guide gives you a complete, copy-and-use checklist covering every legal duty for a residential let in England, organised so you can audit a property in one sitting, plus a worked example, an FAQ, and guidance on how to turn the list into a living system rather than a forgotten PDF.

Copy the checklist below into a document, a spreadsheet, or the basis of a digital tracker. Everything below reflects the law in force on 18 June 2026.

Why you need a landlord compliance checklist template

England landlord obligations are spread across at least a dozen statutes and regulations, the Housing Act 2004, the Tenant Fees Act 2019, the Gas Safety (Installation and Use) Regulations 1998, the Electrical Safety Standards in the Private Rented Sector (England) Regulations 2020, the Energy Efficiency (Private Rented Property) (England and Wales) Regulations 2015, the Smoke and Carbon Monoxide Alarm (England) Regulations, and now the Renters’ Rights Act 2025. None of them sends you a reminder. A structured checklist template turns that scattered patchwork into a single repeatable audit you can run on every property, every year.

Getting it wrong is expensive. Failure to protect a deposit can cost between one and three times the deposit; failure to provide a gas safety record can block possession and attract penalties; and operating an unlicensed licensable property can trigger a civil penalty of up to £30,000 or, in serious cases, a rent repayment order of up to 12 months’ rent. The point of the template is to catch those gaps before a tenant, a letting agent’s audit, or a council enforcement officer does.

There is a second, quieter reason. Many landlord duties are not just fineable, they are gating. If you have not protected the deposit, served the prescribed information, given the gas safety record, supplied the EPC and served the current “How to Rent” guide, your ability to recover possession through a Section 8 notice can be compromised or delayed. Compliance is not only about avoiding penalties; it is about preserving your remedies if the tenancy goes wrong.

The free landlord compliance checklist template

Copy the sections below into a document or spreadsheet. For each item, record three things: the date completed, the expiry or renewal date, and where the evidence is stored (the folder, the scheme reference, or the file name). A tick with no evidence behind it is worthless in a dispute.

1. Before a tenant moves in

  • Right to Rent check completed for every adult occupier, with copies of acceptable documents (or a valid Home Office share code) dated before the tenancy starts. Diarise any follow-up check date for time-limited immigration status.
  • Energy Performance Certificate (EPC) in date (valid 10 years) and rated E or above under current MEES rules, unless a valid exemption is registered. See our guide on the minimum EPC rating to rent out a property in England.
  • Gas Safety Record (CP12) carried out by a Gas Safe registered engineer within the last 12 months, and a copy given to the tenant before they move in.
  • Electrical Installation Condition Report (EICR) in date (at least every five years) with any C1/C2 remedial work completed, and a copy supplied to the tenant within 28 days of the inspection.
  • Smoke alarm on every storey used as living accommodation and a carbon monoxide alarm in every room with a fixed combustion appliance (excluding gas cookers), tested and confirmed working on the first day of the tenancy.
  • “How to Rent” guide (the current GOV.UK version) served on the tenant; keep proof of the version and date served.
  • Tenancy agreement issued, a written assured periodic agreement reflecting the post-Renters’ Rights Act regime (no fixed term, no rent-review clause, no blanket pet ban).
  • References and affordability documented. Good referencing underpins everything else, see tenant referencing in England explained.

2. Deposit compliance

  • Deposit protected in an authorised scheme (DPS, TDS or mydeposits) within 30 days of receipt, under Housing Act 2004 s.213–215.
  • Prescribed information served on the tenant (and any relevant person, e.g. a guarantor who paid the deposit) within the same 30 days.
  • Deposit within the cap, a maximum of five weeks’ rent (or six weeks where annual rent is £50,000 or more) under the Tenant Fees Act 2019.
  • Holding deposit (if taken) capped at one week’s rent, refunded or applied correctly within the statutory deadline.

For the full picture, read our tenancy deposit protection guide.

3. Ongoing certificates and safety

Item Frequency / validity Key duty
Gas Safety Record (CP12) Every 12 months Renew and re-serve on the tenant (within 28 days of the check)
EICR At least every 5 years Renew; fix C1/C2 faults within 28 days and confirm in writing
EPC Every 10 years Maintain minimum E rating; register any exemption
Smoke & CO alarms Working on day one; repair when reported Replace promptly when a tenant reports a fault
PAT (portable appliances) No fixed legal interval; best practice Keep landlord-supplied appliances safe and maintained
Legionella risk assessment Periodic review Assess and manage water-system risk (no certificate required)
Right to Rent follow-up Date depends on status Re-check before any time-limited permission expires

The gas certificate is the one landlords most often trip over, see our explainer on giving tenants a gas safety certificate and the 28-day rule. For the EPC rules in full, including the rising future minimum rating, read EPC rules for landlords in England.

4. Licensing

  • Mandatory HMO licence held where the property is a house in multiple occupation meeting the statutory threshold (broadly, five or more people forming two or more households sharing facilities).
  • Additional or selective licensing checked against your local council’s current designations, these vary council by council and change on renewal.
  • Licence conditions met (e.g. room sizes, amenity standards, fire safety measures, maximum occupancy) and the renewal date diarised at least three months ahead.

If you let shared housing, start with our HMO licensing in England guide.

5. Renters’ Rights Act 2025 duties

  • No Section 21 notices, the no-fault route is abolished. Possession now runs only through Section 8 grounds on the current prescribed form on GOV.UK.
  • Rent increases by Section 13 only, no more than once a year, using the current prescribed form on GOV.UK. Rent-review clauses in tenancy agreements are banned, and the First-tier Tribunal cannot set the rent above the figure you proposed.
  • Pet requests handled lawfully: respond in writing within 28 days (plus a further 7 days if you reasonably need more information). No blanket “no pets” ban, no deemed consent, and you cannot require pet insurance as a condition of consent (Housing Act 1988 s.16A–16B).
  • Written tenancy terms reflect that the tenancy is a periodic assured tenancy and that the tenant can end it on two months’ notice. There is no fixed term to enforce.

For the full statutory picture, work through our Renters’ Rights Act 2025 compliance checklist.

6. Coming into force, track but do not panic

Several Renters’ Rights Act reforms are phasing in rather than live today. Treat these as items to monitor, not to action yet:

  • The PRS Landlord Ombudsman is expected to launch around 2028; landlord membership would become mandatory once it does.
  • The Private Rented Sector Database is expected to phase in from late 2026 into 2027; registration would be required once your area is brought into scope.
  • Awaab’s Law and the Decent Homes Standard are being extended to the private rented sector and will impose new repair timescales and minimum property standards as they commence.

Because none of these is yet binding on 18 June 2026, keep them on a “watch” list and update your checklist as commencement dates are confirmed on GOV.UK.

A worked example: auditing one property in 30 minutes

To show how the template works in practice, here is a realistic example.

Priya owns a two-bedroom flat in Leeds, let to a couple since March 2025 on what was a fixed-term AST that automatically became a periodic assured tenancy on 1 May 2026. In June 2026 she sits down with the checklist and her document folder. Here is what she finds:

Check Status found Action taken
Gas Safety Record Last CP12 dated 20 June 2025, about to expire Booked Gas Safe engineer for 17 June; will re-serve the new CP12
EICR Dated April 2023, valid to April 2028 No action; reminder set for January 2028
EPC Rating D, valid to 2031 Compliant; noted future MEES tightening on watch list
Deposit Protected with DPS within 30 days; prescribed information served Re-confirmed scheme reference saved in folder
Smoke/CO alarms Smoke alarms on both storeys; no CO alarm needed (electric only) Compliant
How to Rent guide Old version served at the start of the tenancy Will serve the current version at the next renewal trigger
Licensing Flat is in a selective licensing area she had not checked Applied for the selective licence the same week
Rent increase Wants to raise rent in autumn Will use the prescribed Section 13 form, once-a-year rule noted

Two genuine gaps surfaced, the lapsing gas record and the unspotted selective licence, both of which could have led to penalties or a blocked possession claim later. The whole audit took under half an hour because the checklist forced her to look in the right places in the right order. That is the entire value of a template: it converts “I think I’m probably fine” into evidence you can point to.

How to use the template effectively

A checklist only protects you if you run it consistently. A few habits make the difference:

  • Run it per property, not per portfolio. Each home has its own certificate dates, licensing status and tenancy history. A portfolio-level “yes we do gas safety” is not a record.
  • Record the evidence location. Store PDFs of every certificate, the deposit prescribed information, the dated “How to Rent” version, and proof of service for each. In a dispute, the document beats the assertion every time.
  • Diarise renewal dates with a buffer. The gas record (annual) and EICR (five-yearly) lapse silently. Set reminders at least a month, ideally three for licences, ahead of expiry.
  • Re-audit at every change of tenancy and at least once a year for sitting tenants. Tenancy changes, new occupiers and area licensing designations are the usual sources of fresh obligations.
  • Treat “served” and “in date” as separate questions. A current gas record that was never given to the tenant still leaves you exposed. The template asks you to confirm both.

If you want to pressure-test your properties before a council does, our landlord penalty checklist for 2026 is a self-audit built around the most commonly enforced breaches.

Common compliance mistakes the template catches

Even experienced landlords slip on the same handful of issues:

  1. Late deposit protection. Protecting on day 31 is as much a breach as never protecting at all. The 30-day clock starts on receipt, not on move-in.
  2. Gas record in date but never served. Possession can be blocked if the tenant never received the CP12, even though it exists.
  3. Old “How to Rent” guide. GOV.UK updates this periodically; serving an outdated version can undermine a later possession claim.
  4. Missed selective or additional licensing. Designations change and are easy to overlook because no one writes to tell you your street is now in scope.
  5. Rent-review clauses left in legacy agreements. These are banned post-RRA; increases must go through Section 13 instead.

To understand the financial downside of getting any of this wrong, our breakdown of landlord fines in England in 2026 sets out the penalties item by item.

Frequently asked questions

No. There is no statute requiring you to keep a checklist itself. What is required are the underlying duties, protecting deposits, supplying certificates, meeting safety standards and so on. A checklist template is simply the most reliable way to make sure none of those mandatory duties is missed, and to create a paper trail proving you met them.

How often should I run the checklist?

Run a full audit at least once a year for every sitting tenancy, and again at every change of tenancy. Certain items have their own clocks, the gas safety record is annual and must be re-served, and licences and EICRs run on their own renewal cycles, so diarise those individually with a buffer rather than relying on the annual sweep alone.

What is the most commonly missed compliance item?

In practice it is the gas safety record, either letting it lapse past 12 months or failing to serve a copy on the tenant. Close behind are late deposit protection, serving an out-of-date “How to Rent” guide, and overlooking a newly designated selective licensing area. The template is built to surface exactly these.

Do these rules apply to existing tenancies after the Renters’ Rights Act?

Yes. From 1 May 2026 all existing assured shorthold tenancies converted to periodic assured tenancies automatically. The certificate and safety duties continued throughout, and the new RRA rules, Section 13-only rent increases, the pet-request regime and the end of Section 21, now apply to those tenancies as well as new ones. Your checklist should treat legacy and new tenancies the same way.

Can I still use a fixed-term tenancy agreement template?

No. Fixed-term assured shorthold tenancies no longer exist for new lets in England, and any old template offering a fixed term with a Section 21 clause is out of date and risky. Your tenancy agreement should be a periodic assured tenancy with no rent-review clause and no blanket pet ban.

Where do I find the current prescribed forms and guidance?

Always use GOV.UK for the current prescribed forms (including the Section 8 and Section 13 forms and the latest “How to Rent” guide) and legislation.gov.uk for the underlying statute. Form content and guidance versions change, so check the live source each time rather than relying on a copy saved months ago.

A note on accuracy

Compliance law changes, and several Renters’ Rights Act provisions are still being commenced. Always verify dates, forms and thresholds against the primary sources, GOV.UK for guidance and prescribed forms, and legislation.gov.uk for the underlying statute. A printable checklist is a prompt, not a substitute for checking the current rules for your property and area.

Coming soon

Tenancy Pilot is launching soon, and the free checklist above is a taster of what the platform will automate. Our compliance and certificate tracker will store every property’s certificates, flag renewal dates before they lapse, and track each Renters’ Rights Act duty so nothing slips through, turning this manual audit into an always-on dashboard with deadline alerts. Want the full automated tracker the day it goes live? Join the waitlist.

This guide is general information about England landlord compliance, not legal advice. Rules and prescribed forms change, always check the current position on GOV.UK and legislation.gov.uk, and consult a solicitor for advice on your specific situation.

Generate this document in minutes, soon

Tenancy Pilot turns these rules into ready-to-serve, Renters'-Rights-Act-compliant documents. Join the waitlist for early access.