Check the arithmetic behind your share of a property’s service charge and compare it with the managing agent’s figures.
Service charge reconciliation checker
Check the arithmetic behind your share of a property’s service charge and compare it with the managing agent’s figures.
Use a consistent tax basis and the same accounting period for all rows and payments. Enter credit lines as negative amounts. Check the lease and supporting documents before disputing a charge.
How to use the result
Enter one row per charge line, using the full cost and the allocation percentage supported by your records. The checker compares the resulting share with the amount shown on the statement. It totals the differences and deducts entered payments from both figures so you can see the effect on the balance.
What to enter
- Payments already made (£) — for example, 700.
Prepare your CSV
Download the example from the tool and keep the header row. Replace the example entries with your own, then load the file. The sample rows are illustrative.
Assumptions
Use a consistent tax basis and the same accounting period for all rows and payments. Enter credit lines as negative amounts. Check the lease and supporting documents before disputing a charge.
Download a report or results CSV to keep a copy. You can save the inputs separately and restore them when you return. Where email is available, the form explains who receives a copy and asks you to confirm before sending.