Skip to main content

Unrealized liability reporting (Estates)

How to generate a report that shows all the liabilities in an Estate as of the current date.

Alexander Wulkan avatar
Written by Alexander Wulkan
Updated over 2 weeks ago

The Unrealized Liabilities report shows all the liabilities of the Estate as of the current date.

To generate the report:

  1. Within your file, access the Inventory module from the left-hand side menu.

  2. Click "Reports" in the top-right corner.

  3. Select the "Unrealized Liabilities" option in the dropdown.

  4. If needed, use the options on the pre-generation screen to modify the report's content.

  5. Click "Generate" in the lower-right corner of the pre-generation screen. This will download the form to your device.

Please see an example Unrealized Liabilities here:

Did this answer your question?