You can press this button at any time and the system will prepare the Estate Accounts in an Excel Spreadsheet format.
There are 3 tabs:
Estate Accounts - These comprise the four Accounts that should be reported on. Capital, Income and Expenditure, Administration and Distribution.
Notes to the Estate Accounts - This tab will break down how each figure in the Estate Accounts is calculated. The note numbers are generated automatically when the Accounts are produced and will vary depending on what information is held under each page of the software.
Front Cover - gives a cover page to attach to the Accounts and can be used to get the Personal Representatives approval to the Accounts before the final distribution of the Estate.
Be sure to look at the Accounts in Page Break mode of Excel before you print them to ensure that the they will appear as you want them to on the page.