---
title: "Reconcile a levy ledger to the notices"
url: "https://ailawframework.com/practice/strata-and-community-titles/reconcile-a-levy-ledger-to-the-notices"
type: "task"
site: "AI Law Framework"
id: "A47-R20260922-2"
practice_area: "Strata & Community Titles"
tier: "yellow"
lawyer_review: "required"
last_reviewed: "2026-09-23"
---

# Reconcile a levy ledger to the notices

> Extract levy notices, due dates and payments into a schedule matched to the ledger lines.

Canonical page: https://ailawframework.com/practice/strata-and-community-titles/reconcile-a-levy-ledger-to-the-notices  
Last reviewed: 2026-09-23

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Strata & Community Titles](https://ailawframework.com/practice/strata-and-community-titles.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| 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 / versions | — |

## Checking plan

**Source-by-source verification**

A levy schedule is arithmetic plus documents. It becomes advice only when the lawyer has checked the notices and the Act.

- What the AI does: Extract levy notices, due dates and payments into a schedule matched to the ledger lines.
- What the lawyer does: Confirm each notice, redo the totals and decide whether a contribution was properly raised.
- Who reviews: Lawyer competent in the matter and the forum
- Basis: Planning guidance checked against the linked public sources on 22 September 2026. Confirm the current instrument before reliance.
- Why: The traffic light follows the consequence of an error and how much of the output the lawyer must check before it is used.
- Written for: AU

## Checks the lawyer makes

1. Match each amount to a notice or a ledger line and record the page.
2. List missing periods instead of filling them.
3. Redo the total, including payments.
4. Leave the question whether the levy was validly struck with the lawyer.

## Notes

- 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.

## Practical guide

Jurisdiction: The state or territory of the scheme

**Deliverable**: A levy schedule with a document reference on each line.

**Inputs**

- Levy notices
- The ledger or agent statement
- Any minutes that purport to strike a levy

**Example**: A missing quarter is “notice not in the bundle”, not “levy not raised”.

**Stop and escalate 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.

Checked 2026-09-22.

## Sources

- [NSW Government: strata](https://www.nsw.gov.au/housing-and-construction/strata) (checked 2026-09-22)
- [Consumer Affairs Victoria: owners corporations](https://www.consumer.vic.gov.au/housing/owners-corporations) (checked 2026-09-22)
- [Queensland Government: body corporate](https://www.qld.gov.au/housing/body-corporate) (checked 2026-09-22)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*