The Financial Statement is one of the most commonly used Court forms by legal professionals but it can be tedious to complete.
FamilyProperty's Financial Statement makes it so much easier by pre-populating the balance sheet information, income and expenses etc directly into our unique smart form allowing you to easily complete additional fields before generating this court form. Use the Financial Statement Part N form separately with your client and have this information added to your downloaded Financial Statement.
Watch this short video to learn how to generate the Financial Statement, including part N.
These forms can be shared with clients making it easier to collect crucial information to complete this document.
Overview of the Main Steps
1. Prior to generating the Financial Statement, ensure that:
- The Balance Sheet is complete with all assets, liabilities, superannuation etc and that the ownership and value is correct.
- The details for each item in your balance sheet is complete
- Refer to the information in general details to review income and expense information that the client may have entered in the questionnaire. This can also be filled out within the smart form.
- Complete Financial Statement - Part N (see below) if you would like this information to flow into the generated form.
2. Open the Financial Statement smart form:
- Click on Documents and Forms > Show all documents in the left-hand menu.
- Search or go to Court Documents and then click on Financial Statement.
- Complete all necessary questions and review pre-populated information.
- You can save the form and re-open at any time to continue working.
3.Click 'Download' to generate the court form in Word and make final edits if required
Part N
Locate Financial Statement - Part N within the document list (as above).
Click on the form to launch and complete it on behalf of the client. Save
- Or, share the form with your client to complete. Click on the 3 dots icon and copy and then email the shareable link to the client. You'll receive a notification once the client saves their information. Review their information by launching the form and save any further edits you wish to make. This information will populate Part N of the generated Financial Statement.
