Free Tenancy Deposit Compliance Checklist (England)

This template helps you:

• Record the date the deposit was received and track the 30-day deadline.
• Log which authorised scheme was used and save the reference number.
• Record whether the deposit was paid by the tenant or a relevant person.
• Check that the prescribed information pack was prepared and served on time.
• Keep delivery proof and supporting evidence with the tenancy paperwork.
• Create a stronger evidence trail if compliance is challenged later.

What’s inside

• Property and tenancy details: address, tenancy start date, tenant names, deposit amount, date received, and 30-day deadline.
• Deposit protection overview: scheme used, scheme reference number, date protected, and who prepared the record.
• Deposit protection steps: a practical checklist covering protection, prescribed information, service, and saved evidence.
• Prescribed information and evidence record: fields for copies served, delivery proof, payment proof, tenancy agreement, and check-in files.
• Late correction section: optional notes if any step was completed after 30 days.

Need the full rules first?

Read the full guide: Tenancy Deposit Checklist for Landlords in England.

How to use it

1. Download the checklist and open it when the deposit is received.
2. Record the property, tenancy, deposit amount, and 30-day deadline.
3. Protect the deposit in an authorised scheme and save the scheme confirmation.
4. Prepare and serve the prescribed information pack to the tenant and any relevant person.
5. Save delivery proof and related tenancy documents in the same file.
6. Keep the completed checklist with the tenancy paperwork as part of your evidence trail.

FAQ

Is this legal advice?

No. It is a practical record-keeping checklist to help landlords keep better evidence and admin records.

Does this apply across the UK?

No. This version is designed for England. Deposit rules differ across the UK.

Does this replace the tenancy deposit scheme paperwork?

No. This checklist is an admin record only. It does not replace your tenancy deposit scheme’s prescribed information pack.

Why does it mention a relevant person?

Because the deposit may be paid by someone other than the tenant, such as a parent or partner, and that should be recorded with the rest of the deposit paperwork.

Can I use this for more than one property?

Yes. Use one checklist per tenancy so each deposit has its own clear record.

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