HELP CREATING A NEW SALE

How To Enter\Create a New Sales Record

 

  1. From www.salesdisclosuresonline.com main page select "Dashboard". You cannot use this website to create records until you have Registered with us.
  2. Select "Manage Sales Forms"
  3. Select "Create New Sale"
    1. Quick Tip: When entering values such as currency, do NOT enter dollar signs ($) or commas.
  4. Enter the following information and then select "Create":
    1. Conveyance Date (Sold Date)
    2. Sale Price
    3. County
  5. From the Open Sales window select the Sale ID of the new record you have just created.
  6. Select "Add Parcel": 
    1. Enter all of the required information necessary to complete the Parcel Information page, then select Create at the bottom of the page.
  7. Select "Add Sales Form": 
    1. Enter all of the required information necessary to complete the Sales Information page, then select Create at the bottom of the page.
  8. Select "Add Buyer": 
    1. Enter all of the required information necessary to complete the Buyer Information page, then select Create at the bottom of the page.
  9. Select "Add Seller":
    1. Enter all of the required information necessary to complete the Seller Information page, then select Create at the bottom of the page.

 

How To Print a New Sales Record

 

  1. From www.salesdisclosuresonline.com main page select "Dashboard". You cannot use this website to create records until you have Registered with us.
  2. Select "Manage Sales Forms"
  3. From the Submitted window select "Print" on the record you wish to print. A new data window will load and display the first page of the disclosure record (State Form 46021). 
    1. Quick Tip: Along the top of the window are several useful tools: 
      1. Export Report
      2. Print Report
      3. Page Flipper
      4. Zoom \ Magnify
      5. Full Text Search 
  4. Select the "Print Report" icon and a Print-to-PDF pop-up will display on the screen: 
    1. Select all pages or enter page range to print.
    2. Select Export button and another little pop-up window will display.
    3. Select Open With to print directly to your printer, or
    4. Select Save File to save the printable PDF file to your computer.
    5. Select OK
  5. The printable PDF will display on your computer using your native PDF software viewer and you should now be able to print a clean document.

Creating and Entering Records in General

  • Re-Editing Completed Records
    • Once a record is Created and Completed it can be re-edited by selecting the “Re-Open” option under “Submitted” records. ** Please note that re-edited a record will assign a new ID# to the record and you will need to print a new copy of the disclosure for submission.
  • Addendum Pages When Printing
    • If you have filed sales disclosures for any length of time, you might have noticed that the state form does not handle multiple parcel sales very well. For example, the form allows for indicating whether exemptions will be filed. If more than one parcel is involved, the form in its rigid format does not show for which parcels the exemptions are to be applied. We've taken the liberty to show this information in the parcel addendum. This information is already being collected in the Parcel page of the website which is where we believe it makes the most sense.
    • In some cases, the legal description of a parcel can be quite lengthy. The prescribed State form has limited room and therefore, we will truncate the legal description to fit into the space allotted by the form. The addendum will contain the full legal as entered by the user of the website on the Parcel page.
    • The instructions on the state sales disclosure form indicate that a sale involving more than three parcels requires an addendum with the following information for each parcel.
      • Parcel Number
      • Lot size
    • To begin with, the form only allows for two parcels, not three, so really, any more than two parcels would require an addendum, not three as stated in the instructions. Regardless, if the legal description, split, vacant, address, and tax billing information are required for the first two, it would stand to reason that information would be useful for all parcels as well which is why we include it in the addendum. Furthermore, some parcels will not have a parcel number which is why we include the subdivision and lot information in the addendum for all parcels even though the instructions don't require it.
    • At this time, we believe that the addendum pages are beneficial and have no plans to remove them from the final report. If anything, we will continue to add information to the addendum to the benefit of county offices involved in the workflow of the sales disclosure form.
    • The bottom line on Addendum sheets is this:
      • If per the instructions outlined by the DLGF, SBA, and State Legislature, you are not required to file an addendum, then no, you do not need to submit the addendum pages provided by our website to the county.