submit-social-housing-lettings-and-sales-data/spec/fixtures/files/2026_27_sales_bulk_upload.csv

1	Section	Setting up this sales log															Property information												Household characteristics																														Household situation							Other household information					Income, benefits and outgoings								Shared ownership - initial purchase																		Shared ownership - staircasing transaction																Discounted ownership
2	Question	What is the sale completion date? - day DD	What is the sale completion date? - month MM	What is the sale completion date? - year YY	Which organisation owned this property before the sale?	Which organisation is reporting this sale?	What is the CORE username of the account this sale log should be assigned to?	What is the purchaser code?	Is this a shared ownership or discounted ownership sale?	What is the type of shared ownership sale?	Is this a staircasing transaction?	What is the type of discounted ownership sale?	Is this a joint purchase?	Are there more than 2 joint buyers of this property?	Did you interview the buyer to answer these questions?	Has the buyer seen or been given access to the MHCLG privacy notice?	If known, enter this property’s UPRN	Address Line 1	Address Line 2	Town or city	County	Part 1 of the property's postcode	Part 2 of the property's postcode	What is the property's local authority?	What type of unit is the property?	How many bedrooms does the property have?	Which type of building is the property?	Is the property built or adapted to wheelchair-user standards?	What is buyer 1’s age?	Which of these best describes buyer 1's gender identity?	Which of the following best describes buyer 1's ethnic background?	What is buyer 1's nationality?	Which of these best describes buyer 1’s working situation?	Will buyer 1 live in the property?	Is buyer 2 the partner of buyer 1?	What is buyer 2 or person 2's age?	Which of these best describes buyer 2 or person 2's gender identity?	Which of the following best describes buyer 2's ethnic background?	What is buyer 2's nationality?	Which of these best describes buyer 2 or person 2’s working situation?	Will buyer 2 live in the property?	Besides the buyer(s), how many other people live or will live in the property?	Is person 3 the partner of buyer 1?	What is person 3's age?	Which of these best describes person 3's gender identity?	Which of these best describes person 3’s working situation?	Is person 4 the partner of buyer 1?	What is person 4's age?	Which of these best describes person 4's gender identity?	Which of these best describes person 4’s working situation?	Is person 5 the partner of buyer 1?	What is person 5's age?	Which of these best describes person 5's gender identity?	Which of these best describes person 5’s working situation?	Is person 6 the partner of buyer 1?	What is person 6's age?	Which of these best describes person 6's gender identity?	Which of these best describes person 6’s working situation?	What was buyer 1's previous tenure?	Do you know the postcode of buyer 1's last settled accommodation?	Part 1 of postcode of buyer 1's last settled accommodation	Part 2 of postcode of buyer 1's last settled accommodation	What is the local authority of buyer 1's last settled accommodation?	At the time of purchase, was buyer 2 living at the same address as buyer 1?	What was buyer 2's previous tenure?	Have any of the buyers ever served as a regular in the UK armed forces?	Is the buyer still serving in the UK armed forces?	Are any of the buyers a spouse or civil partner of a UK armed forces regular who died in service within the last 2 years?	Does anyone in the household consider themselves to have a disability?	Does anyone in the household use a wheelchair?	What is buyer 1's annual income?	Was buyer 1's income used for a mortgage application?	What is buyer 2's annual income?	Was buyer 2's income used for a mortgage application?	Were the buyers receiving any of these housing-related benefits immediately before buying this property?	What is the total amount the buyers had in savings before they paid any deposit for the property?	Have any of the buyers previously owned a property?	Was the previous property under shared ownership?	Is this a resale?	How long did the buyer(s) live in the property before purchasing it?	What is the day of the practical completion or handover date? - DD	What is the month of the practical completion or handover date? - MM	What is the year of the practical completion or handover date? - YY	How many bedrooms did the buyer's previous property have?	What was the previous property type?	What was the buyer’s previous tenure?	What is the full purchase price?	What was the initial percentage share purchased?	Was a mortgage used to buy this property?	What is the mortgage amount?	What is the length of the mortgage in years?	How much was the cash deposit paid on the property?	How much cash discount was given through Social HomeBuy?	What is the basic monthly rent?	What are the total monthly service charges for the property?	What are the total monthly estate management fees for the property?	What percentage of the property has been bought in this staircasing transaction?	What percentage of the property do the buyers now own in total?	Was this transaction part of a back-to-back staircasing transaction to facilitate sale of the home on the open market?	Is this the first time the buyer has engaged in staircasing in the home?	What was the day of the initial purchase of a share in the property? DD	What was the month of the initial purchase of a share in the property? MM	What was the year of the initial purchase of a share in the property? YYYY	Including this time, how many times has the shared owner engaged in staircasing in the home?	What was the day of the last staircasing transaction? DD	What was the month of the last staircasing transaction? MM	What was the year of the last staircasing transaction? YYYY	What is the full purchase price for this staircasing transaction?	What was the percentage share purchased in the initial transaction?	Was a mortgage used for this staircasing transaction?	What was the basic monthly rent prior to staircasing?	What is the basic monthly rent after staircasing?	How long did the buyer(s) live in the property before purchasing it?	What is the full purchase price?	What was the amount of any loan, grant, discount or subsidy given?	What was the percentage discount?	Was a mortgage used to buy this property?	What is the mortgage amount?	What is the length of the mortgage in years?	Does this include any extra borrowing?	How much was the cash deposit paid on the property?	What are the total monthly leasehold charges for the property?
3	Additional info				You can find the org ID on the CORE service under 'Stock owners' or, if your organisation is the stock owner, under 'About your organisation'	You can find the org ID on the CORE service under 'Managing agents' or, if your organisation is the managing agent, under 'About your organisation'	If left empty, the sales log will be assigned to the account used to upload the log.	This is how you usually refer to this buyer on your own systems	Sales logs are no longer required for outright and other sales. A shared ownership sale is when the purchaser buys an initial share of up to 75% of the property value and pays rent to the Private Registered Provider (PRP) on the remaining portion, or a subsequent staircasing transaction	See specification for full description of each scheme	A staircasing transaction is when the household purchases more shares in their property, increasing the proportion they own and decreasing the proportion the housing association owns. Once the household purchases 100% of the shares, they own the property.	See specification for full description of each scheme	This is where two or more people are named as legal owners of the property after the purchase.		You should still try to answer all questions even if the buyer wasn't interviewed in person	Make sure the buyer has seen or been given access to the Ministry of Housing, Communities and Local Government (MHCLG) privacy notice before completing this log. This is a legal requirement under data protection legislation.	The Unique Property Reference Number (UPRN) is a unique number system created by Ordnance Survey and used by housing providers and various industries across the UK. An example UPRN is 10010457355. The UPRN may not be the same as the property reference assigned by your organisation.					Combined with field 28 it should be a postcode which lies within the local authority given in field 29.	Combined with field 27 it should be a postcode which lies within the local authority given in field 29.			For bedsits, enter ‘1’		This is whether someone who uses a wheelchair is able to make full use of all of the property’s rooms and facilities, including use of both inside and outside space, and entering and exiting the property.	Buyer 1 is the person in the household who does the most paid work. If it’s a joint purchase and the buyers do the same amount of paid work, buyer 1 is whoever is the oldest.	This should be however they personally choose to identify from the options below. This may or may not be the same as their biological sex or the sex they were assigned at birth.		If buyer 1 is a dual national of the United Kingdom and another country, enter United Kingdom. If they are a dual national of two other countries, they should decide which country to enter.	Buyer 1 is the person in the household who does the most paid work. If it’s a joint purchase and the buyers do the same amount of paid work, buyer 1 is whoever is the oldest.				This should be however they personally choose to identify from the options below. This may or may not be the same as their biological sex or the sex they were assigned at birth.		If buyer 2 is a dual national of the United Kingdom and another country, enter United Kingdom. If they are a dual national of two other countries, they should decide which country to enter.			You can provide details for a maximum of 4 other people if there are 2 buyers, or 5 other people if there is only one buyer			This should be however they personally choose to identify from the options below. This may or may not be the same as their biological sex or the sex they were assigned at birth.				This should be however they personally choose to identify from the options below. This may or may not be the same as their biological sex or the sex they were assigned at birth.				This should be however they personally choose to identify from the options below. This may or may not be the same as their biological sex or the sex they were assigned at birth.				This should be however they personally choose to identify from the options below. This may or may not be the same as their biological sex or the sex they were assigned at birth.			This is also known as the household's 'last settled home'						A regular is somebody who has served in the Royal Navy, the Royal Marines, the Royal Air Force or army full time and does not include reserve forces		A regular is somebody who has served in the Royal Navy, the Royal Marines, the Royal Air Force or army full time and does not include reserve forces	This includes any long-term health condition that has an impact on the person's day-to-day life	This can be inside or outside the home	Provide the gross annual income (i.e. salary before tax) plus the annual amount of benefits, Universal Credit or pensions, and income from investments		Provide the gross annual income (i.e. salary before tax) plus the annual amount of benefits, Universal Credit or pensions, and income from investments			Enter their total savings to the nearest £10		For any buyer	If the social landlord has previously sold the property to another buyer and is now reselling the property, enter 'yes'. If this is the first time the property has been sold, enter 'no'.	If the buyers haven't been living in the property, enter '0'	This is the date on which the building contractor hands over responsibility for the completed property to the private registered provider (PRP).			For bedsits, enter ‘1’			Enter the full purchase price of the property before any discounts are applied. For shared ownership, enter the full purchase price paid for 100% equity (this is equal to the value of the share owned by the PRP plus the value bought by the purchaser).	This is the initial stake purchased. Enter the amount of initial equity held by the purchaser (for example, 25% or 50%)		Enter the amount of mortgage agreed with the mortgage lender. Exclude any deposits or cash payments.		Enter the total cash sum paid by the buyer towards the property that was not funded by the mortgage	Enter the total cash discount given on the property being purchased through the Social HomeBuy scheme	Before any charges	This includes any charges for day-to-day maintenance and repairs, buildings insurance, and any contributions to a sinking or reserve fund. It does not include estate management fees.	Estate management fees are typically used for the maintenance of communal gardens, payments, private roads, car parks or play areas within new build estates.			Back-to-back staircasing transactions are used as a way for shared owners who own less than 100% of their property to sell on the open market. It involves the shared owner purchasing the remaining share from their landlord and immediately selling 100% of the property to a buyer on the open market. The landlord is then reimbursed for the staircasing transaction through the proceeds of sale to the buyer.									Enter the full purchase price of the property before any discounts are applied. For shared ownership, enter the full purchase price paid for 100% equity (this is equal to the value of the share owned by the PRP plus the value bought by the purchaser).	This is the initial stake purchased. Enter the amount of initial equity held by the purchaser (for example, 25% or 50%)					For all schemes, including Right to Acquire (RTA), Right to Buy (RTB), Voluntary Right to Buy (VRTB) or Preserved Right to Buy (PRTB) sales, enter the full price of the property without any discount	For all schemes except Right to Buy (RTB), Preserved Right to Buy (PRTB), Voluntary Right to Buy (VRTB) and Rent to Buy	For Right to Buy (RTB), Preserved Right to Buy (PRTB) and Voluntary Right to Buy (VRTB). For capped discount, enter capped %. If property is sold to an existing tenant under RTB, PRTB or VRTB, enter % discount from full market value.		Enter the amount of mortgage agreed with the mortgage lender. Exclude any deposits or cash payments.		This is 'Yes' if the mortgage includes borrowing beyond the purchase price of the property	Enter the total cash sum paid by the purchaser towards the property that was not funded by the mortgage. This excludes any grant or loan.	For example, service and management charges
4	Values	Jan-31	01-Dec	25 - 26	Alphanumeric	Alphanumeric	Email format	Alphanumeric, punctuation can be used as long as not the field separator. Max 9 characters.	01-Feb	2, 16, 18, 24, 28 or 30 - 32	01-Feb	8, 9, 14, 21, 22, 27 or 29	01-Feb	01-Mar	01-Feb	1	Numeric, max 12 digits	Alphanumeric		Text		Alphanumeric, 2 - 4 characters	Alphanumeric, 3 characters	9 character ONS code, beginning with 'E' (https://www.get-information-schools.service.gov.uk/Guidance/LaNameCodes)	1 - 4 or 9	01-Sep	01-Feb	01-Mar	16 - 110 or R	F, M, X or R	Jan-20	3 digit ISO country code, see specification	0 - 8 or 10	01-Feb	01-Mar	1 - 110 or R	F, M, X or R	Jan-20	3 digit ISO country code, see specification	0 - 10	01-Feb	0 - 5	01-Mar	1 - 110 or R	F, M, X or R	0 - 10	01-Mar	1 - 110 or R	F, M, X or R	0 - 10	01-Mar	1 - 110 or R	F, M, X or R	0 - 10	01-Mar	1 - 110 or R	F, M, X or R	0 - 10	1 - 7, 9 or R	01-Feb	Alphanumeric, 2 - 4 characters	Alphanumeric, 3 characters	9 character ONS code, beginning with 'E' (https://www.get-information-schools.service.gov.uk/Guidance/LaNameCodes)	01-Mar	1 - 7, 9 or R	1, 3, 7 or 8	04-Jun	04-Jul	01-Mar		0 - 99999 or R	01-Feb	0 - 99999 or R	01-Feb	01-Apr	0 - 999990 or R	01-Mar		01-Feb	Integer <= 80	Jan-31	01-Dec	22 - 26	01-Sep	1 - 4 or 9	1 - 3 or 9 - 10	0 - 999999	0 - 100	01-Feb	0 - 999999	Integer <= 60	0 - 999999		0 - 9999.99			1 - 100		01-Mar	01-Feb	Jan-31	01-Dec	1980-2026	02-Oct	Jan-31	01-Dec	1980-2026	0 - 999999	0 - 100	01-Mar	0 - 9999.99		Integer <= 80	0 - 999999		0 - 100	01-Feb	0 - 999999	Integer <= 60	01-Mar	0 - 999999	0 - 9999.99
5	Can be empty?	No			No	No	Yes	Yes	No	Yes, if the purchase was not made through a shared ownership scheme (if field 8 = 2)	Yes, if the purchase was not made through a shared ownership scheme (if field 8 = 2)	Yes, if the purchase was not made through a discounted ownership scheme (if field 8 = 1)	No	Yes, if the sale is not a joint purchase (if field 12 = 2)	No	No	Yes, if property's full address is known (if fields 16, 18, 20 and 21 are not empty)	Yes, if property's UPRN is known (if field 16 is not empty)	Yes	Yes, if property's UPRN is known (if field 16 is not empty)	Yes	Yes, if property's UPRN and local authority are known (if fields 16 and 23 are not empty		No			Yes, if the purchase is a staircasing transaction (if field 10 = 1)		No		Yes, if the purchase is a staircasing transaction (if field 10 = 1)				Yes, if sale is not a joint purchase (if field 12 = 2) and the other fields about this person (fields 35, 36 and 39) are also empty	Yes, if sale is not a joint purchase (if field 12 = 2) and the other fields about this person (fields 35, 36 and 39) are also empty	Yes, if sale is not a joint purchase (if field 12 = 2) and the other fields about this person (fields 35, 36 and 39) are also empty	Yes, if sale is not a joint purchase (if field 12 = 2), or if the purchase is a staircasing transaction (if field 10 = 1)		Yes, if sale is not a joint purchase (if field 12 = 2) and the other fields about this person (fields 35, 36 and 39) are also empty, or if the purchase is a staircasing transaction (if field 10 = 1)	Yes, if sale is not a joint purchase (if field 12 = 2), or if the purchase is a staircasing transaction (if field 10 = 1)	Yes, if purchase is a staircasing transaction (if field 10 = 1)	Yes, if all fields about this person (fields 42 - 45) are also empty, or if the purchase is a staircasing transaction (if field 10 = 1)				Yes, if all fields about this person (fields 46 - 49) are also empty, or if the purchase is a staircasing transaction (if field 10 = 1)				Yes, if all fields about this person (fields 50 - 53) are also empty, or if the purchase is a staircasing transaction (if field 10 = 1)				Yes, if all fields about this person (fields 54 - 57) are also empty, or if the purchase is a staircasing transaction (if field 10 = 1)				Yes, if the purchase is a staircasing transaction (if field 10 = 1)	Yes, if sale is discounted ownership (if field 8 = 2), or if the purchase is a staircasing transaction (if field 10 = 1)	Yes, if postcode of buyer 1's last settled accommodation is unknown (if field 59 = 2) Yes, if sale is discounted ownership (if field 8 = 2), or if the purchase is a staircasing transaction (if field 10 = 1)		Yes	Yes, if sale is not a joint purchase (if field 12 = 2), or if the purchase is a staircasing transaction (if field 10 = 1)	Yes, if sale is not a joint purchase (if field 12 = 2), or if buyer is not known to have been living at the same address as buyer 1 at the time of purchase (if field 63 = 1 or 3), or if the purchase is a staircasing transaction (if field 10 = 1)	Yes, if the purchase is a staircasing transaction (if field 10 = 1)	Yes, if none of the buyers are known to have served as a regular in the UK armed forces (if field 65 = 7, 3 or 8), or if the purchase is a staircasing transaction (if field 10 = 1)	Yes, if the purchase is a staircasing transaction (if field 10 = 1)			Yes, if the purchase is a staircasing transaction (if field 10 = 1)	Yes, if buyer 1's income is not known (if field 70 = R), or if the purchase is a staircasing transaction (if field 10 = 1)	Yes, if sale is not a joint purchase (if field 12 = 2), or if the purchase is a staircasing transaction (if field 10 = 1)	Yes, if sale is not a joint purchase (if field 12 = 2) or if buyer 2's income is not known (if field 70 = R), or if the purchase is a staircasing transaction (if field 10 = 1)	Yes, if the purchase is a staircasing transaction (if field 10 = 1)			Yes, if the purchasers did not previously own a property or if it is not known (if field 76 = 2 or 3), or if the purchase is a staircasing transaction (if field 10 = 1)	Yes, if the purchase was not made through a shared ownership scheme (if field 8 = 2) or if this is a staircasing transaction (if field 10 = 1)	Yes, if the purchase was not made through a shared ownership scheme (if field 8 = 2), if this is a resale (if field 78 = 1) or if this is a staircasing transaction (if field 10 = 1)				Yes, if the purchase was not made through a shared ownership scheme (if field 8 = 2), or if the purchase is a staircasing transaction (if field 10 = 1) Yes, if the buyer was not a private registered provider, housing association or local authority tenant immediately before sale (if field 58 is not 1 or 2)			Yes, if the purchase was not made through a shared ownership scheme (if field 8 = 2), or if the purchase is a staircasing transaction (if field 10 = 1)			Yes, if the purchase was not made through a shared ownership scheme (if field 8 = 2), if the purchase is a staircasing transaction (if field 10 = 1) or if a mortgage was not used (if field 88 = 2)		Yes, if the purchase was not made through a shared ownership scheme (if field 8 = 2), or if the purchase is a staircasing transaction (if field 10 = 1)	Yes, if the purchase was not made through a shared ownership scheme (if field 8 = 2), if the purchase is a staircasing transaction (if field 10 = 1), or if the type of shared ownership sale is not Social Homebuy (if field 9 is not 18)	Yes, if there are no monthy charges or fees, if the purchase was not made through a shared ownership scheme (if field 8 = 2), or if the purchase is a staircasing transaction (if field 10 = 1)			Yes, if this is not a shared ownership transaction (if field 8 = 2), or if it is not a staircasing transaction (if field 10 = 2)		Yes, if this is not a shared ownership transaction (if field 8 = 2), or if it is not a staircasing transaction (if field 10 = 2), or if the buyers do not own 100% of the property (if field 97 is less than 100)	Yes, if this is not a shared ownership transaction (if field 8 = 2), or if it is not a staircasing transaction (if field 10 = 2)				Yes, if this is not a shared ownership transaction (if field 8 = 2), or if it is not a staircasing transaction (if field 10 = 2), and if this is the first time the buyer has engaged in staircasing in the home (if field 99 = 1)				Yes, if this is not a shared ownership transaction (if field 8 = 2), or if it is not a staircasing transaction (if field 10 = 2)				Yes, if this is not a shared ownership transaction (if field 8 = 2), or if it is not a staircasing transaction (if field 10 = 2), or if the buyers now own 100% of the property (if field 97 = 100)	Yes, if the purchase was not made through a discounted ownership scheme (if field 8 = 1)		Yes, if the purchase was not made through a discounted ownership scheme (if field 8 = 1) or if the type of discounted sale is PRTB, VRTB, RTB, or Rent to Buy (if field 11 is 9, 14, 27 or 29)	Yes, if the purchase was not made through a discounted ownership scheme (if field 8 = 1) or if the type of discounted sale is not PRTB, VRTB, RTB, or Rent to Buy (if field 11 is 8, 21, 22)	Yes, if the purchase was not made through a discounted ownership scheme (if field 8 = 1)	Yes, if the purchase was not made through a discounted ownership scheme (if field 8 = 1) or if a mortgage was not used (if field 116 = 2)			Yes, if the purchase was not made through a discounted ownership scheme (if field 8 = 1)	Yes, if there are no leasehold charges or if the purchase was not made through a discounted ownership scheme (if field 8 = 1)
6	Types of sales the question applies to	All								Shared ownership only	Shared ownership only	Discounted ownership only	All	Joint purchase only	All		All										Shared ownership - initial purchase and discounted ownership		All		Shared ownership - initial purchase and discounted ownership				Joint purchases			Joint purchases which are shared ownership - initial purchase and discounted ownership				Shared ownership - initial purchase and discounted ownership																	Shared ownership - initial purchase and discounted ownership	Shared ownership - initial purchase			Shared ownership - initial purchase and discounted ownership	Joint purchases which are shared ownership - initial purchase and discounted ownership		Shared ownership - initial purchase and discounted ownership					Shared ownership - initial purchase and discounted ownership		Joint purchases which are shared ownership - initial purchase and discounted ownership		Shared ownership - initial purchase and discounted ownership				Shared ownership - initial purchase only																		Shared ownership - staircasing transaction only																Discounted ownership only
7	Duplicate check field?	Yes																				Yes							Yes				Yes
8	Field number	1	2	3	4	5	6	7	8	9	10	11	12	13	14	15	16	17	18	19	20	21	22	23	24	25	26	27	28	29	30	31	32	33	34	35	36	37	38	39	40	41	42	43	44	45	46	47	48	49	50	51	52	53	54	55	56	57	58	59	60	61	62	63	64	65	66	67	68	69	70	71	72	73	74	75	76	77	78	79	80	81	82	83	84	85	86	87	88	89	90	91	92	93	94	95	96	97	98	99	100	101	102	103	104	105	106	107	108	109	110	111	112	113	114	115	116	117	118	119	120	121
9		4	9	26	ORG1	ORG1	support@example.com	1	2			8	2	3	1	1		a	a	a	a	aa1	1aa	E09000001	1	1	2	3	20	M	20	GBR	10	1								0																	1	2						8		7	3	3	10000	2			4	20000	3																																				30	400000	10000	25	2				390000	0