Identify the statement and the premises
Include tenant name, property, suite, statement year, receipt date, and the relevant notice or records-review clause.
List the exact records needed
Request the property general ledger, tenant allocation schedule, occupancy and gross-up support, administration fee calculation, material invoices, capital schedule, and tax and insurance support.
Preserve procedure and professional review
Confirm the required recipient, delivery method, deadline, and payment condition. Have qualified counsel or a lease-audit professional review a formal objection or rights-reservation notice.