Seller reporting & settlement
A clear record of your sale.
See what sold and for how much. Digital checkout creates the transaction record we use to prepare your itemized seller report and settlement.
From checkout to settlement
How your sale becomes a clear record.
- 01 · Record purchasesDigital checkout records the purchased items and prices. Buyers receive itemized receipts.
- 02 · Reconcile the saleAfter the sale, we review recorded transactions and prepare the settlement calculation.
- 03 · Deliver your reportYou receive an itemized report showing what sold and for how much. Unsold items follow the plan agreed before the sale.
What clients receive
A report you can actually use
Detailed reporting is especially useful when more than one person needs to understand the result.
- Families can review the sale without relying on secondhand recollections.
- Executors and trustees have a clearer record for the estate file and conversations with beneficiaries or professional advisers.
- Attorneys and representatives can see the sale result in a consistent format.
- Homeowners on a deadline can connect settlement to the agreed plan for clearing the property.
This reporting supports good recordkeeping but is not legal or tax advice. Share it with the estate’s attorney or CPA when special requirements apply.
Frequently asked questions
Estate sale itemized reporting FAQ
What is an itemized estate sale report?
It is a post-sale record that identifies the items sold and the recorded sale price for each instead of providing only one gross total.
Does the report include staff purchases?
Estate Greats’ published policy says every staff purchase must run through Square like a customer purchase. Nothing leaves without a paid ticket.
Can a client prohibit staff purchases?
Yes. Clients may turn staff purchases off entirely for their sale.
What happens to items that do not sell?
Options can include donation, re-consignment, cleanout, disposal, or return to the family. The right plan is discussed before the sale begins.
Clear records. Clear next steps.
Discuss your estate sale and reporting needs.
Tell us about the home, the timeline, and the people who need the final reporting. Your consultation is free and carries no obligation.