Assessment Notices
Generate and distribute assessment notices to co-owners based on fractions and the approved budget.
What is an assessment notice?#
An assessment notice is the invoice the syndicate sends to each co-owner to collect their share of common charges. Allocation follows each unit's fraction (ownership share), per the declaration of co-ownership (art. 1064 CCQ).
Typical workflow#
Create the notice
Dashboard → Assessment notices → New. Select the fiscal year, fund (operating, contingency, self-insurance), and total amount.
Check the allocation
Syndic+ computes each unit's share automatically from fractions. A table shows per-unit amounts — adjust manually if needed.
Set the schedule
Annual single payment, semi-annual, quarterly, or monthly. For monthly, Syndic+ auto-generates 12 notices.
Generate and send
Generate the PDF (logo, letterhead, banking details) then email it to concerned co-owners. The portal also offers self-serve download.
Payment tracking#
For each notice, Syndic+ shows:
- Issued: send date
- Due: due date
- Paid: date and payment method
- Overdue: days late
- Balance: remaining amount
Co-owners more than 30 days late automatically trigger a reminder. Over 90 days triggers a doubtful-debt flag.
Late interest#
The declaration of co-ownership may provide for late interest. The rate cannot exceed the legal rate (currently 8% + base rate — check the Act respecting the Ministère du Revenu).
Consequences of non-payment#
After 3 months in arrears:
- Loss of voting rights at meetings (art. 1094 CCQ) — but counted for quorum
- Legal hypothec possible on the unit (art. 2729 CCQ)
- Collection procedure (formal demand, legal action)
Practical example#
Annual budget of $120,000 split across 10 units with equal fractions:
- Each unit: $12,000 / year
- Monthly: $1,000 × 12
If one unit has a 15% fraction instead of 10%:
- That unit: $18,000 / year ($120,000 × 0.15)
- The other 9 share 85% = $102,000 per their fractions
Never use a "per-unit" split (equal amount per unit) if your declaration of co-ownership provides different fractions. It's illegal and challengeable.