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Instructions - Financial Statement

Updated: Nov 30, 2020

Did you know that you can now complete the Financial Statement online, in minutes, by sending a link to the client to have them fill in the missing information?

Our Financial Statement isn't a locked PDF, if you have three motor vehicles then it includes all that information, and it uses the other information that you have already obtained from the client. Don't worry about calculating subtotals, it is all taken care of.

All you have to do is go to a matter that is in Dashboard and select "More" which is next to Balance sheets.


Now you can go to Smart forms.


Now you can see the option for Financial Statement, and you can choose whether to complete the information yourself, or send a shareable link to your client. If you want to complete it then just click on 'Financial Statement'.


If you want to send it to the client, then click on the three dots at the right to get a shareable link and then email that to the client.


We have put in the relevant rules and some instructions to help your client (or you) to complete the statement.


Some of the information is auto calculated, using information from other parts within the Financial Statement.


Some of the information needs to be completed by your or the client.


All of this can be done by your or your client on your phone or on your laptop.

There are instructions along the way, just hover over the little question marks.


Some of the information is already completed using information from the balance sheet. When you are finished click save, and then you are ready to download, swear and file your Financial Statement.


If you aren't already using FamilyProperty then you can start a free 14 day trial by clicking here, no credit card details required and you will be ready to start using the product in minutes. Click here to sign up.

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