Unit budget certificate

Once a service charge budget is approved, every leaseholder is entitled to a unit budget certificate showing their share of the budget and how it was apportioned.

What it shows

For each unit:

• The site name and unit reference.
• The financial year the budget covers.
• Each budget line (cleaning, gardening, insurance, management fee, etc.) with:
  • The total budget for that line.
  • The lease schedule it falls under.
  • The unit's apportionment percentage.
  • The amount the unit will pay for that line.
• The unit's total for the year.
• The demand schedule (annual, quarterly, monthly).

When it is produced

PropLink generates the unit budget certificate the moment a budget is approved. The certificate goes into the file manager and to ResidencePort. Many agents send it alongside the first demand of the year.

Run the certificate

1. Open the budget.
2. Click Unit budget certificates.
3. PropLink lists every unit with their certificate.
4. Click any unit to view, download or email theirs.
5. Click Send all to email every leaseholder their certificate in one go.

Why it matters legally

Under Section 21 of the Landlord and Tenant Act 1985, leaseholders are entitled to a summary of relevant costs on request. The unit budget certificate is a transparent, contemporaneous record of how the year's budget was set and apportioned. It is the document agents most often produce at the First-tier Tribunal when service charge disputes go that way.

Customising the layout

Adjust under Settings → Templates → Unit budget certificate. Common changes:

• Add a covering letter or explanatory note.
• Group budget lines by category or schedule.
• Include or exclude the apportionment calculation.

Versioning applies. Previously issued certificates retain their original layout on the audit log.