Property compliance checklist. A printable compliance checklist per property — which obligations apply, who holds each, when it was last satisfied and where the certificate is.
This is the paper version. PropertyOptix does the same job on a phone, with the record filed against the property automatically.
What is on the sheet
- Property, tenure, tenancy type and who the landlord and agent are
- A row per obligation, with the regime it arises from and whether it applies to this property
- Who holds it — landlord, agent, freeholder or management company
- Last satisfied and next due, both as dates taken from the current regime
- Where the certificate or report is held, and whether the tenant has been given a copy
- Remedial actions arising, with an owner and a date, because a certificate with observations is not a clean bill
Why this record matters
Property compliance is not one duty but a dozen, arising from different regulations, falling due on different cycles and evidenced in different documents. The failure that costs money is rarely a forgotten inspection — it is an obligation nobody realised applied, or one each party assumed the other held.
That is why the holder column comes before the date column. A flat in a block has obligations split between the leaseholder landlord and the freeholder's managing agent, an HMO has obligations a single-let does not, and an agent on a let-only basis holds almost none of them while frequently being blamed for all of them.
Giving the tenant a copy is a separate column from holding the certificate because they are separate duties and only one of them is usually done. A gas safety record in a filing system that the tenant has never seen has satisfied the inspection and not the obligation that follows it.
No interval appears on this sheet for any obligation, deliberately. The periods are short, memorable numbers that differ between England, Wales, Scotland and Northern Ireland, several have changed, and they are exactly what somebody will work to for a decade without checking. The sheet records what your regime says and where that came from.
Use it with
- Certificate expiry trackerA printable tracker for safety certificates across a portfolio — what is held for each property, when it expires, when it was ordered and what is outstanding.
- Tenancy compliance checklistA printable checklist for setting up a tenancy — the documents to serve, the checks to make, the deposit, and the dates that have to be evidenced afterwards.
- Property inspection reportA printable mid-tenancy inspection report — the condition of the property, how it is being occupied, what needs doing and what was raised with the tenant.
- Damp and mould reportA printable damp and mould inspection report — where it is, how bad, what is causing it, who is affected and what is being done, recorded properly from the first visit.
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© 2026 PropertyOptix. Free to print, copy and use in your business. Not for resale. Please keep this notice.
Contains public sector information licensed under the Open Government Licence v3.0. General guidance, not legal advice. Checked October 2026.