Reconcile a levy ledger to the notices
MaintainedLast reviewed
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Extract levy notices, due dates and payments into a schedule matched to the ledger lines.
- What the lawyer must review
- Check every figure against the notice or ledger page it came from
- Leave gaps as gaps
- Written for / version
- Written for Australia
The work product
Forum. The state or territory of the scheme
Produce. A levy schedule with a document reference on each line.
Have ready. Levy notices; The ledger or agent statement; Any minutes that purport to strike a levy.
Example of the limit. A missing quarter is “notice not in the bundle”, not “levy not raised”.
Stop and hand it back when
- Notices and the ledger are for different plans.
- The draft calculates interest or recovery costs without the clause or the Act the lawyer has identified.
Sources for this task were checked on 2026-09-22.
Who does what
| Role | What they do |
|---|---|
| Assistance | Extract levy notices, due dates and payments into a schedule matched to the ledger lines. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Match each amount to a notice or a ledger line and record the page.
- List missing periods instead of filling them.
- Redo the total, including payments.
- Leave the question whether the levy was validly struck with the lawyer.
Sources
- NSW Government: strata · 2026-09-22
- Consumer Affairs Victoria: owners corporations · 2026-09-22
- Queensland Government: body corporate · 2026-09-22
Suggested working checks from the linked public sources. Read the source and confirm it applies to this forum and this date. The checks do not approve software or record that the work is done.