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How to complete a Statement of Concurrence (SOC)

calculatorThe responsibilities of a person preparing a Statement of concurrence are not particularly different to the person preparing the statement of affairs.

As such the person preparing the Statement of Concurrence should obtain supporting evidence and properly document the rationale behind the figures in the Statement of Affairs even if this has not been done by the party preparing the SOA.

If there are any matters that are not considered correct in the Statement of Affairs then this should be documented and detailed on the Statement of Concurrence.

See pages on preparing the Statement of Affairs for more details regarding process and presentation. 


Statement of Concurrence

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