{{k}}: {{v}}

{{ isBulkBiller ? 'Account' : 'Contact' }} Information

{{C.name}}
{{C.email}}

{{C.mobile}}

{{C.work}}

{{C.street}}
{{C.city}}
{{C.state}}, {{C.zip}}
{{C.country}}

Accounts

NameBilling AddressNo of membersNo. of PropertiesRA Service Level
{{a.name}}

{{a.billing_address_street}}
{{a.billing_address_city}}
{{a.billing_address_postalcode}}, {{a.billing_address_state}}

{{noOfMembers}}{{a.ra_no_of_properties_c}}{{a.ra_service_level_c}}
Members
#Namedob%
{{ i }}{{ selectedAccount[`member_${i}_name_c`] }}{{ selectedAccount[`member_${i}_dob_c`] }}{{ selectedAccount[`member_${i}_percentage_c`] }}
None
Accounting T&C Date Received{{ selectedAccount.acting_app_date_c }}
APM Attorney Services{{ selectedAccount.apm_attorney_services_c ? 'yes' : 'no' }}
APM Contract{{ selectedAccount.ra_management_contract_c ? 'yes' : 'no' }}
Bank{{ selectedAccount.ra_bank_c }}
Basic Services
Start Date{{ selectedAccount.ra_start_date_c }}
Cease Date{{ selectedAccount.ra_cease_date_c }}
EIN Number{{ selectedAccount.ra_ein_number_c }}
Entity Formation Date{{ selectedAccount.ra_ent_form_date_c }}
Fees$ {{ (selectedAccount.ra_fees_c * 1).toFixed(2) }}
Fees Paid{{ selectedAccount.ra_fees_paid_c }}
No Of Properties{{ selectedAccount.ra_no_of_properties_c }}
No Service{{ selectedAccount.ra_no_service_c }}
Opperating Agmnt{{ selectedAccount.ra_opperating_agmnt_c ? 'yes' : 'no' }}
Premium Service
Referred To Other{{ selectedAccount.ra_referred_to_other_c ? 'yes' : 'no' }}
Referred To PPTA{{ selectedAccount.ra_referred_to_ppta_c ? 'yes' : 'no' }}
Service Agreement Recd{{ selectedAccount.ra_contract_recd_c ? 'yes' : 'no' }}
Services Offered Accepted Declined{{ selectedAccount.ra_services_offd_acpd_dec_c }}
Standard Services{{ selectedAccount.ra_service_standard2_c }}
State Filing Due Annually{{ selectedAccount.ra_filing_due_ea_yr_c }}
State of Formation or Registration{{ selectedAccount.ra_state_of_formation_c }}
Tax Prep Service RPT{{ selectedAccount.ra_tax_prep_service_rpt_c }}
State Acct Password{{ selectedAccount.state_acct_pw_c }}
State Acct PIN{{ selectedAccount.state_acct_pin_c }}
State Filing Due{{ selectedAccount.state_filing_due_c }}
State ID Number{{ selectedAccount.state_id_number_c }}
State User ID{{ selectedAccount.state_user_id_c }}
OLD State ID Number{{ selectedAccount.ra_state_id_number_c }}

Tax Services

NameStatusTax YearTotal FeesInvoice Status
{{ts.name}}{{ts.status}}{{ts.tp_year_c}}{{ts.total_fees_c * 1}}{{ts.invoice_status_c}}
Adl Doc Coll Fee$ {{ (selectedTaxService.adl_docs_fee_c * 1).toFixed(2) }}
Adnl Prop$ {{ (selectedTaxService.adnl_prop_c * 1).toFixed(2) }}
Confirmation Number{{ selectedTaxService.conf_num_c }}
Date Created{{ selectedTaxService.date_entered }}
Date Modified{{ selectedTaxService.date_modified }}
FIRPTA Requirements
FRIPTA Fee$ {{ (selectedTaxService.fripta_fee_c * 1).toFixed(2) }}
Invoice Status{{ selectedTaxService.invoice_status_c }}
ITIN Fee$ {{ (selectedTaxService.itin_fee_c * 1).toFixed(2) }}
Notes{{ selectedTaxService.notes_c }}
Number of Properties{{ selectedTaxService.num_props_c }}
Number{{ selectedTaxService.tp_tax_prep_number }}
Priority{{ selectedTaxService.priority }}
Record Name Builder (H){{ selectedTaxService.record_name_builder_c }}
Supplementary Information email sent{{ selectedTaxService.sup_inf_email_sent_c }}
Tax Prep Fee$ {{ (selectedTaxService.tax_prep_fee_c * 1).toFixed(2) }}
Type{{ selectedTaxService.type }}

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Properties ADD NEW

StreetCityState ZipProperty TypeTenant Status
{{p.name}}{{p.city}}{{p.state__c}} {{p.zip_code__c}}{{p.bi_property_type_c}}{{p.tenanted__c}}
Construction{{ selectedProperty.construction }}
Year Built{{ selectedProperty.year_built__c }}
Size sq2{{ selectedProperty.size__c }}
Units{{ selectedProperty.no_of_units_c }}
Electrical Sys{{ selectedProperty.electrical_sys_c }}
Roof Age{{ selectedProperty.roof_age_c.replace('over', '> ').replace('to', ' - ') }}
Summer Tax$ {{ (selectedProperty.summer_tax__c * 1).toFixed(2) }}
Water Account No{{ selectedProperty.util_water_acct_no_c }}
Winter Tax$ {{ (selectedProperty.winter_tax__c * 1).toFixed(2) }}

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Building Insurance

#Policy NumberPolicy StatusSum InsuredPremium FreqTotal cost
{{pi.i}}{{pi.p_properties_bi_buildings_insurance_1.name}}
{{pi.name}}		{{pi.policy_status_c}}$ {{(pi.sum_insured_c * 1).toFixed(2)}}{{pi.premium_freq_c}}$ {{(pi.a_total_prem_c * 1).toFixed(2)}}
BI Program No{{ selectedInsurance.bi_program_no_c }}
Carrier{{ selectedInsurance.bi_carrier_c }}
Bulk Billing{{ selectedInsurance.bulk_billing_c }}
Hazard Premium$ {{ (selectedInsurance.a_h_premium_c * 1).toFixed(2) }}
GL Premium$ {{ (selectedInsurance.gl_premium_c * 1).toFixed(2) }}
Admin Fees$ {{ (selectedInsurance.admin_fees_c * 1).toFixed(2) }}

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Home Warranty

Policy NumberPlan TypePolicy StatusTotal Premium
{{pw.name}}{{pw.type}}{{pw.policy_status_c}}{{pw.hw_premium_c}}
Unit No{{ selectedWarranty.unit_no_c }}
Roof Option{{ selectedWarranty.opt_roof_c }}
Service Line Option{{ selectedWarranty.opt_service_line_c }}
Roof Option Cost$ {{ (selectedWarranty.roof_option_cost_c * 1).toFixed(2) }}
Service Line Option Cost{{ selectedWarranty.service_line_option_cost_c }}

A Home Warranty contract can reduce your maintenance costs by helping to pay for repairs. You haven’t subscribed to this service yet, please Contact Us for more information.

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