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How to use or fill out form 3 real estate with our platform
- Click ‘Get Form’ to open it in the editor.
- Begin by entering the fiscal year-end date in the designated field. This is crucial for accurate reporting.
- Input the amount on deposit in all trust accounts as confirmed with depositories. Ensure this matches your trust bank reconciliation.
- For each selected trust ledger account, enter the number of accounts compared and confirm their balances against the listing of trust liabilities.
- Trace and record details of receipts from both the current and next month, ensuring they are logged correctly in your records.
- Document any exceptions noted during your review in the provided fields to maintain transparency.
- Finally, review and sign off on the report section, including your professional designation and address before submission.
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