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Glossary
Buying

Statement of Adjustments

A detailed financial document prepared by the buyer's and seller's lawyers that itemizes all costs, credits, and adjustments between the parties at closing. It accounts for prepaid property taxes, utility bills, condo fees, rent (if applicable), and any other amounts that need to be prorated between buyer and seller based on the closing date.

Why It Matters

The statement of adjustments determines the exact amount you need to bring to closing -- it's often different from what you initially expected. If the seller prepaid property taxes for the full year and you're closing in June, you'll reimburse them for the remaining months. Your lawyer will walk you through every line.

Real-World Example

You are closing on a $750,000 home in Markham on July 1. The seller prepaid property taxes of $4,800 for the full year. You owe the seller a credit of $2,400 for the July-December portion. The seller also prepaid the water bill for the quarter -- you owe a credit for the remaining days. Your statement shows: purchase price $750,000, plus $2,400 tax adjustment, plus $180 water adjustment, minus your $30,000 deposit, minus your $600,000 mortgage -- leaving $120,580 due on closing.

Ontario & GTA Context

In Ontario, the statement of adjustments is prepared by the buyer's lawyer in consultation with the seller's lawyer. It also includes the Ontario land transfer tax and Toronto municipal land transfer tax (if applicable) as separate line items. HST is included for new builds but not resale properties. Your lawyer will provide the statement a few days before closing so you can arrange funds.

How It Works in Practice

Review the statement of adjustments carefully when your lawyer sends it -- do not just sign off without understanding each line. The final amount owing can differ from your initial budget by several thousand dollars due to tax adjustments and other prorated costs. Wire your closing funds to your lawyer's trust account at least one business day before closing.

Common Questions

When do I receive the statement of adjustments?
Your lawyer typically provides the statement of adjustments 3 to 5 business days before closing. This gives you time to arrange the required funds and ask questions about any line items you do not understand.
What costs appear on the statement of adjustments?
Common items include the purchase price, deposit credit, property tax adjustments, utility adjustments, condo fee adjustments (if applicable), land transfer tax, and any holdbacks agreed upon. For new builds, HST and Tarion enrollment fees may also appear.

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