What is in the pack
The pack is a single PDF. It starts with a cover page and checklist, then each document follows on a new page with its own bookmark. You only include the parts you need: the written statement is always there, while the deposit paperwork and compliance record are added when you fill them in. That keeps the pack tidy for a tenancy with no deposit.
| Part | What it does | Included |
|---|---|---|
| Cover and start-of-tenancy checklist | Lists the documents in the pack and the steps to complete before and at the start of the tenancy. | Always |
| Written statement of tenancy terms | Sets out the terms of the tenancy, including the rent increase and pet request wording the law requires. | Always |
| Deposit prescribed information | Gives the information you must provide within 30 days of receiving a deposit, with the landlord’s certificate. | If you take a deposit |
| Gas, electrical and EPC compliance record | Summarises the gas safety check, electrical inspection, EPC and alarms, with next due dates. | If you add it |
Each document in the pack is the same as the one you can buy on its own: the written statement, the deposit prescribed information and the compliance record. Bought separately, the three would cost £26 including VAT.
When to use the pack
The pack is designed for a new private tenancy of a property in England. Since 1 May 2026, new tenancies are assured periodic tenancies, and you must give a written statement of terms before the tenancy is entered into.
- You are letting a property in England to a new tenant.
- You want the written statement, deposit paperwork and safety summary to match, with the same names and address throughout.
- You want a checklist to work through so nothing is missed at the start.
For a tenancy that already existed on 1 May 2026, the pack is not the right tool. Existing tenancies with a written agreement needed the government information sheet by 31 May 2026, not a written statement. See our information sheet cover letter instead.
The start-of-tenancy checklist
The cover page includes this checklist. Tick each item as you complete it:
- Written statement of terms given before the tenancy is entered into (included in the pack).
- Deposit protected in an approved scheme within 30 days.
- Deposit prescribed information given within 30 days and signed by the tenant.
- Copy of the current gas safety record given (if there is a gas supply).
- Copy of the electrical safety report (EICR) given.
- Energy Performance Certificate given (rating E or above).
- Smoke alarm on every storey and carbon monoxide alarms where required, tested on the first day of the tenancy.
- Right to rent checks completed before the tenancy starts.
- Property licence in place if your council requires one. Check with our licensing checker.
- Any government information the tenant must receive given. Check gov.uk for the current requirement.
It helps to group the items by when they fall due:
| When | Items |
|---|---|
| Before the tenancy is entered into or starts | Written statement of terms. Right to rent checks. Property licence, if required. |
| At the start of the tenancy | Smoke and carbon monoxide alarms tested on the first day. Copies of the gas safety record, EICR and EPC given. |
| Within 30 days of receiving the deposit | Deposit protected. Prescribed information and scheme leaflet given to every tenant and any relevant person. |
| During the tenancy | Gas safety check every 12 months. EICR at least every five years. A valid EPC before you let again. |
The free landlord compliance checklist covers the same ground if you want to check where you stand first.
Worked example: every start-of-tenancy deadline in one place
Here is how the pack’s documents and checklist line up for one tenancy. The rent is £1,200 a month, due on the 2nd, and the tenancy starts on Monday 2 November 2026.
| Task | Date | Rule |
|---|---|---|
| Give the written statement | Monday 26 October 2026 | Before the tenancy is entered into, here on Wednesday 28 October 2026. |
| Receive the deposit | Wednesday 28 October 2026 | £1,384.60, the five-week cap for £1,200 a month. |
| Protect the deposit and give the prescribed information | By Friday 27 November 2026 | Within 30 days of receiving the deposit. |
| Give copies of the gas safety record, EICR and EPC | At the start of the tenancy | On the start-of-tenancy checklist. The compliance record summarises them. |
| Test smoke and carbon monoxide alarms | Monday 2 November 2026 | On the first day of the tenancy. |
| Next gas safety check | By Friday 15 January 2027 | Last check 15 January 2026, so due within 12 months. |
| Next electrical inspection (EICR) | By Friday 10 March 2028 | Last inspection 10 March 2023. At least every five years, or sooner if the report says so. |
| EPC expiry | Friday 1 June 2029 | Issued 1 June 2019. EPCs last 10 years. |
The compliance record in the pack shows the next due date for each certificate, so you and your tenant can see what is coming up. Check your own figures with the deposit cap calculator, and plan your first rent increase with the rent increase date calculator.
Safety certificates and alarms: the rules at a glance
The compliance record summarises your safety paperwork. These are the rules it checks your dates against:
| Item | How often | What the tenant gets |
|---|---|---|
| Gas safety check | Every 12 months, by a Gas Safe registered engineer. | A copy of the gas safety record within 28 days of the check. |
| Electrical safety report (EICR) | At least every five years, or sooner if the report recommends it. | A copy of the report. |
| Energy Performance Certificate (EPC) | Valid for 10 years. Rating E or above, unless a valid exemption is registered. | A valid EPC at the start of a new tenancy. |
| Smoke alarms | One on every storey used as living accommodation. | Tested on the first day of the tenancy. |
| Carbon monoxide alarms | In every room with a fixed combustion appliance, except gas cookers. | Tested on the first day of the tenancy. |
If a certificate is overdue, our tool warns you before you download. An expired EPC does not need renewing during an existing tenancy, but you need a valid one before you let the property again. Our guide to landlord safety certificates and deadlines covers each one in more detail.
What you need before you start
Gather these details first. It takes most landlords a few minutes once everything is to hand:
- The full name of every tenant, and any permitted occupiers.
- The property address, the furnishing, and the date the tenancy starts.
- The rent, how often it is paid, the due day, how to pay it, and any bills included.
- Your address for notices in England or Wales, and your agent’s details if you use one.
- The deposit amount, the date you received it, and the scheme name, type, contact details and protection reference from your certificate.
- The date of the last gas safety check (or confirmation there is no gas), the last EICR, and the EPC issue date and rating.
- Where the smoke and carbon monoxide alarms are fitted.
If you have not protected the deposit yet, you can still prepare the written statement first and come back to the deposit paperwork within the 30 days.
How to fill in the pack, step by step
- Confirm the property is in England.
- Complete the written statement: landlord, tenants, property, start date, rent, bills, deposit and any extra terms.
- If you take a deposit, complete the deposit section: scheme details, the date you received and protected the deposit, and the protection reference.
- If you want a compliance record, add your gas safety, electrical inspection, EPC and alarm details.
- Check the warnings. Our tool runs the same checks as each document on its own, such as the deposit cap, the 30-day deadline and overdue certificates, and flags documents that refer to different properties.
- Read the preview, then pay and download one PDF.
Use the PDF bookmarks to jump between documents. Print each document separately if you are giving them at different times.
When to give each document
| Document | When to give it | Proof to keep |
|---|---|---|
| Written statement | Before the tenancy is entered into. | Each tenant’s signature on the “received a copy” line, plus the date you gave it. |
| Deposit prescribed information | Within 30 days of receiving the deposit, with the scheme leaflet. | The signed landlord’s certificate and each tenant’s signed confirmation. |
| Compliance record | Alongside copies of the certificates themselves. The record summarises them; it does not replace them. | The tenant’s signed confirmation that they received the record and the certificates. |
Because the pack is one PDF, it is easy to print everything at once. But the documents have different deadlines. You can give the written statement first, then the deposit paperwork once the deposit is protected. Keep proof of when and how you gave each document. Ask the tenant to sign the confirmation lines in the PDF. See how to serve a notice for the methods and proof we suggest.
Pack, single documents or Pro
| Option | Price (incl. VAT) | Best for |
|---|---|---|
| Single document | £7 each (written statement £12) | You only need one document. |
| Compliance pack | £19 | A new tenancy where you need the statement, deposit paperwork and safety record together. |
| Pro | £8/month or £79/year | Unlimited documents and a compliance calendar for up to 10 properties. |
If you let one property and start a new tenancy now and then, the pack is usually the simplest choice. If you manage several properties, Pro adds a compliance calendar that tracks due dates such as gas safety checks, EICRs, EPCs and deposit deadlines. See pricing for full details. Prices include VAT and there are no extra charges at checkout.
Frequently asked questions
What is in the compliance pack?
A cover page with a start-of-tenancy checklist, the written statement of terms, the deposit prescribed information (if you take a deposit) and the gas, electrical and EPC compliance record (if you add it), all in one PDF with bookmarks. Each document starts on a new page.
Do I have to enter the same details three times?
No. You enter shared details, such as the landlord, tenants and property, once, and they flow into every document. Our tool also warns you if the documents in the pack refer to different properties, so the names and address match throughout. That avoids a common error when documents are prepared separately.
What if I do not take a deposit?
Leave the deposit section out. The pack then includes the written statement and, if you add it, the compliance record. The checklist notes that there is no deposit information in the pack, and the written statement says that no deposit is payable.
Is the pack cheaper than buying each document?
Yes. The pack is £19 including VAT. Bought separately, the written statement (£12), deposit prescribed information (£7) and compliance record (£7) would cost £26 including VAT, so the pack saves £7. You also get the cover page and start-of-tenancy checklist, which are only available in the pack.
When do I give each document?
Give the written statement before the tenancy is entered into. Protect the deposit and give the prescribed information within 30 days of receiving the deposit. Give the compliance record with copies of the certificates themselves. Keep proof of when and how you gave each one.
Does the compliance record replace the gas safety record or EPC?
No. It summarises your certificates and their next due dates. Give the tenant copies of the certificates themselves as well. The record includes a line for you to confirm you have given copies, and a line for the tenant to confirm they received them.
How often do I need a gas safety check?
Every 12 months, by a Gas Safe registered engineer. The tenant must get a copy of the gas safety record within 28 days of the check. If the property has no gas supply or gas appliances, the compliance record says so and no gas safety record is needed.
How often do I need an EICR?
Electrical installations must be inspected and tested by a qualified person at least every five years. If the report recommends an earlier date, use that instead. Our tool ignores a later date than five years if you enter one, and warns you if the inspection is overdue.
What EPC rating does a rental property need?
A rating of E or above, unless a valid exemption is registered. You must give a valid EPC to new tenants. Our tool warns you if the rating you enter is below E, or if the EPC has expired. EPCs last 10 years from the date they are issued.
Where do smoke and carbon monoxide alarms need to be?
A smoke alarm on every storey used wholly or partly as living accommodation, and a carbon monoxide alarm in every room with a fixed combustion appliance, except gas cookers. Test them on the first day of the tenancy. The compliance record asks you to confirm both.
Can I use the pack for an existing tenancy?
The pack is designed for new tenancies. For tenancies that existed on 1 May 2026, see the information sheet cover letter. You can still buy the compliance record on its own to keep safety paperwork up to date, or a Section 13 notice if you plan a rent increase.
Does the checklist cover right to rent and licensing?
Yes. The checklist reminds you to complete right to rent checks before the tenancy starts, and to have a property licence if your council requires one. Use our licensing checker to see whether your area has a scheme. The pack does not include right to rent or licence documents themselves.
Is this legal advice?
No. LandlordForms is a document service, not a law firm. Check each document is accurate before giving it to your tenant. If your tenancy has unusual features, ask a solicitor or landlord association to review your paperwork. See our disclaimer.