Issue your first levy notice
End-to-end walkthrough: levy schedule setup, lot calculations, and notice delivery.
Before you start
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The strata roll is up to date with current owners and service addresses.
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Lot entitlements have been confirmed against the registered plan.
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The annual budget (Admin Fund + Sinking Fund targets) has been recorded.
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The committee has resolved the levy at a meeting, and you have the resolution reference.
Open Finance → Levy schedules → New
Pick the period (quarterly is the most common starting cadence).
Enter the fund amounts
Enter the Admin Fund and Sinking Fund amounts for the period as approved by the resolution.
Set the issue and due dates
StrataOwn validates that the issue date is before the due date and reminds you of any state-specific minimum payment window.
Review the per-lot breakdown
StrataOwn calculates each lot's amount as (lot entitlement / total entitlements) × period total. Spot-check a couple of lots against your spreadsheet.
Issue the notices
Click Issue notices. Each lot owner with a verified email receives a PDF notice; lots without an email get a downloadable PDF you can post.
Watch payments come in
Use the arrears dashboard to record payments and follow up on overdue notices.
Frequently Asked Questions
Why don't all lots show the same levy amount?expand_more
Levies are apportioned by lot entitlement, not lot count. Lots with higher entitlements (often the larger lots) pay proportionally more.
Can I issue notices for previous quarters?expand_more
Yes — set the period start and end to the historical quarter. Best practice is to add a note to the resolution recording why a back-dated notice is being issued.
What about special levies?expand_more
Special levies follow a different workflow — see the Special levy resolution guide (coming soon).
Related Articles
Manage levy arrears
How outstanding amounts are calculated, interest accrual, payment plans, and write-offs.
Arrears notices, penalties & legal escalation
How StrataBuddy automatically sends reminder and legal notices, how to apply a penalty, and how to advance a debt through the escalation workflow.
Committee spending limit
What the committee spending limit is, how to set it, and when a resolution is required to exceed it.
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