A joint property is a rental property owned by two clients together. Instead of entering the same transactions twice, one client (the "Sharer") enters all data once, and it automatically appears in both accounts.
Sharer: The client who enters transactions for the property.
Sharee: The co-owner who receives the data automatically.
Both clients must already be set up in ApariPro. Add any missing clients via Add a new client on your Agent Dashboard.
Choose which client is the Sharer (enters data) and which is the Sharee (receives data).
Go to Agent Dashboard
Find the Sharer
Select the three-dot menu → Impersonate
Select Profile & Settings → Business Sources
Create a new Landlord business if one doesn't exist
In Business Sources, click Add new UK Property
Enter property details
Toggle Joint property to Yes
Enter Sharer's ownership % (e.g., 50% if equal)
Select Confirm
Select the three-dot menu on the property
Select Share
Enter Sharee's email address
Important: Enter the date property sharing starts (use 6 April 2024 if unsure)
Click Confirm
Exit Sharer's account (click Exit view)
Impersonate the Sharee client
Go to Profile & Settings → Business Sources
Select the three-dot menu on the invitation
Select View invitation → Accept Invitation
All future transactions should go in the Sharer's account only so they reflect correctly in the sharee’s account.
✓ Email matters – Use correct email for Sharee
✓ Ownership % matters – Enter accurate percentages
✓ Shared date matters – Determines from when the data should be shared by the given % across both clients
✓ Never duplicate – Only enter transactions in Sharer’s account
Both clients will see the joint property and their share of the income/expenses on their tax returns automatically.