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Working with your Statement of Adjustments

Julia Sweeney avatar
Written by Julia Sweeney
Updated over a month ago
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17 STEPS

1. Click finances


2. Click adjustments


3. Hover over the sale price and click the edit icon to enter the sale price details

4. Enter the sale price details

5. If HST is applicable, click on the drop down under net out HST from sale price and make the selection


6. Click save


7. To edit the deposit, hover over the deposit line and click the edit icon


8. If you wish to add additional deposits click add another deposit

9. Click save

10. To add property tax information, click the edit icon


11. Click the drop down under tax bill and make the applicable selection


12. Once finished, click save


13. If you wish to override balance due on closing, select the toggle


14. Enter the balance due on closing, which will advance to the trust ledger


15. You can set the adjustment date by clicking on the calendar icon


16. Click add adjustments to add additional adjustments

17. You can choose to print, copy, or export your document to PDF or Word



Next steps: Go Live OR Practice

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