Automate your settlement calculations
Create accurate settlement statements, adjustment sheets and statement of adjustments, fast.
Settlement Adjustment Sheet (NSW)
What's included:
a toolbar which contains a button for each of the adjustment options (including council rates, water/sewerage rates, strata levies, insurance premium, land tax, water usage, default interest, rent/occupation fees)
as you create each of the adjustments, the form will automatically recalculate the figures as you go
create customised miscellaneous adjustments as a one-off, or save them for future use by your firm
Statement of Adjustments (VIC)
What's included:
5 apportionable items created by default i.e. Rates, Drainage, Parks & Gardens, Water Service and Sewerage Service Charges.
based on the Settlement Date in your matter, the correct time period for these charges is automatically generated and a simple figure entry is all that is required to generate calculations.
Calculate rates/usage for individual lots on subdivisions and apply GST to selected items
Enter fees for mortgage discharge
Settlement Statement (QLD)
What's included:
option to create various adjustments including rates, water access & sewerage, water usage, licence fees, investment property rent, land tax, and body corporate
access charges whether billed in advance or in arrears, as well as up to 3 tier water usage calculations and settlement periods that span over financial years with a water price change
create settlement cheques and add any settlement requirements
Settlement Statement (SA)
What's included:
3 statements-in-1: Purchaser Statement, Vendor Statement, Adjustment Statement
Enter fees including discharge of mortgage, stamp duty, tax invoice and transfer registration fees, water usage, rent/occupation and default interest
Enter customised items
Right-click functionality to easily add, edit, include/exclude items
Settlement Statement (WA)
What's included:
Generate a Seller Statement, Buyer Statement and Adjustment Statement
Unlimited entries for Time Related Items, Rental, Penalty Interest, Cheques, and Misc.
Enter Registration Fees for Transfer, Mortgage, Discharge, Withdrawl of Caveat, Stamp Duty, Settlement Agents, Disbursement, ELNO, and Lender's Finance
Calculate water usage on average daily consumption, last 2 readings or manual entry
The benefits of using LEAP for settlements
LEAP provides firms practicing Conveyancing an efficient way to create accurate settlement statements, adjustment sheets and statement of adjustments, fast. With one consistent approach for all states (excluding NT & TAS), LEAP has the tools you need to get this complex and time consuming form completed effortlessly.
LEAP will support you through each step of your transition:
Data is entered once and is retained and fully updatable.
The forms are constantly kept up-to-date with legislative and cost changes.
Changes to settlement dates are easily re-calculated.
Complex calculations can be completed effortlessly to avoid the dangers of broken Excel calculations.
Training needs and support staff hours are significantly reduced.
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Download the LEAP Brochure
Find out why 61,000+ practitioners across the globe use LEAP each day to manage their law firms and serve their clients.
You'll discover why LEAP leads the world in integrating matter management, document automation and legal accounting into a single, intelligent and easy to use solution.
With integrated billing and time recording, you'll see how LEAP's productivity boosting features can help your firm.