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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 yesterday

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:

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