Statement of Receipts and Disbursements
The accounting of one side of a conveyance: every amount received into trust (the client's funds, the mortgage advance, the sale proceeds) and every amount paid out (the balance to the other side, property transfer tax, mortgage payouts, fees and taxes), with the balance owing by or paid to the client.
Conveyancing Support from C$29 a month. 14-day free trial with up to 5 template downloads. Card required, nothing charged today, cancel anytime.
Conveyancing Support works out the statement of adjustments, the property transfer tax and the statement of receipts and disbursements for you to check. In British Columbia the transfer and mortgage documents are prepared by a lawyer or notary, and Conveyancing Support is made mainly for them.
Are you a BC lawyer or notary? The Full Membership is made for your firm: every conveyancing file included, no per-file fee, 14 days free.
Statement of receipts and disbursements
| Item | Received | Paid out |
|---|---|---|
| Legal fee | $1,150.00 | |
| Taxes on the legal fee | $138.00 | |
| Totals | $0.00 | $1,288.00 |
| Balance owing by the client | $1,288.00 |
Every amount received into and paid out of trust for this file. E. and O. E.
Sample figures. Change them to work out your own, no sign-up. Then start free and your statement of receipts and disbursements opens with these details filled in: 14-day trial, nothing charged today.
What goes in it
Every statement of receipts and disbursements from ReportDraft follows the same professional structure, so clients and reviewers find things where they expect them.
- ReceivedWhat was received, Amount
- Paid outWhat was paid, Paid to, Amount
- NotesHoldbacks, undertakings still open, or anything the client should know about these figures.
How it works
1. Enter the details. Names, dates and amounts, once. The next one starts from these entries.
2. Worked out for you. The totals and the balance owing by or paid to the client are worked out from your entries, and the standard wording is filled in.
3. Check, sign, keep. A completeness list shows anything missing. Sign to lock the PDF and download Word too.
Why it pays for itself
Statement of receipts and disbursements rules by province
The key rule in each province or territory, linked to the official text. Each guide lists every rule with its sources, and each template is set up for that province or territory. Last reviewed November 4, 2026.
| Province or territory | Key rule | Official source |
|---|---|---|
| British ColumbiaTemplate | No suit on a bill for 30 days | Legal Profession Act s. 69 (5), (6) |
Template preview
Questions
What goes in a statement of receipts and disbursements?
The accounting of one side of a conveyance: every amount received into trust (the client's funds, the mortgage advance, the sale proceeds) and every amount paid out (the balance to the other side, property transfer tax, mortgage payouts, fees and taxes), with the balance owing by or paid to the client. ReportDraft lays it out in 3 sections: received, paid out, notes.
Do my province or territory's rules change the document?
Pick your province or territory when you start. Where we have checked a local requirement against official sources, it is added to your completeness list with a link to the source.
Can I change the wording?
Yes. The standard wording is a starting point: edit any sentence before you sign. The figures and dates are worked out again from your entries every time.
What do I get at the end?
A signed, locked PDF for your client and an editable Word file, both with your company details. Signed reports keep a fingerprint so later changes are visible.
Part of Law firms and notaries
Law firms and notaries: every report and plan