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Tenancy audit checker
Review the tenancy record, agreement, deposit, documents and evidence in one checklist. Flag gaps and export a report for follow-up.
Reviewed
0 / 22
0% complete
Verified
0
Evidence reviewed
Needs attention
0
Agent follow-up
Missing evidence
0
Resolve or explain
Tenancy details
SECTION 01
Tenancy & parties
Confirm the tenancy record and the people involved.
Signed tenancy agreement available
Tenant and landlord names match the agreement
Property address and tenancy dates recorded
Rent, payment frequency and permitted charges reviewed
Unusual, unclear or potentially unfair clauses reviewed
SECTION 02
Deposit
Check the record and evidence; do not mark verified without proof.
Deposit amount checked against applicable cap
Deposit protection scheme and reference recorded
Prescribed information and service evidence recorded
Deposit payment/receipt evidence attached or referenced
SECTION 03
Property documents & safety
Record the document, date and evidence for each applicable requirement.
Gas safety record checked where applicable
Electrical installation condition report (EICR) checked
Energy Performance Certificate (EPC) checked
How to Rent guide service recorded where applicable
Property/HMO/selective licence requirement checked
Smoke and carbon monoxide alarm requirements checked
SECTION 04
Right to Rent & identity
Use the applicable lawful process and retain records securely.
Right to Rent check completed for relevant occupiers
Identity and tenant details checked against the record
Any time-limited follow-up check date recorded
SECTION 05
Evidence & follow-up
A tick means the agent has reviewed evidence, not simply that a task was attempted.
Supporting evidence is located and referenced
Outstanding issues have an owner and due date
Reviewer and review date recorded
Copies/service to tenant recorded where required
Findings and follow-up actions
Record what needs correcting, who will handle it and the target date. Avoid entering unnecessary sensitive personal data.
Important: This checklist is a review aid for England and Wales, not legal advice or an automated certification of compliance. Requirements depend on the property and tenancy circumstances. “Verified” should only be selected after the agent has reviewed suitable evidence. This preview stores entries only in the current page session; exporting creates a local text report.