Stamp duty valuation report template and app
A duty valuation is prepared for a revenue office, usually because a transfer is between related parties, involves a landholder entity or was not at arm’s length, so the price on the contract is not accepted as value. The valuer reports market value at the date of the dutiable transaction, which is often in the past, and the revenue office will query a report that does not tie the evidence to that date.
Built for state revenue running teams of roughly 3–50 inspectors.
Sample Duty valuation report
An illustrative excerpt. The site, readings and findings are fictional; the layout is yours to set.
Duty valuation report
Section 2 — Instructions and date of valuation
- Property
- Lot 7, Example Lane, Sampleville
- Transaction
- Transfer to family trust
- Relevant date
- 30 June 2025 (retrospective)
| Item | Detail | Status |
|---|---|---|
| Instructing party | Solicitor for the transferee | Status: Confirmed |
| Purpose | Assessment of duty on the dutiable value | Status: Confirmed |
| Inspection date vs relevant date | Inspected 9 Feb 2026; valued as at 30 Jun 2025 | Status: Retrospective |
| Changes since relevant date | Kitchen renovated Nov 2025 — disregarded | Status: Assumption |
Fields captured on site
Your firm builds the form in-app, so these are a starting point rather than a fixed schema. Every field is captured on the device, with or without signal, and lands in the duty valuation report where your template puts it.
Instruction
- Transaction type and parties
- Relevant date of valuation
- Jurisdiction and governing Duties Act
- Interest valued
Retrospective condition
- Works carried out since the relevant date
- Source of the pre-works condition
- Photographs of current state
Evidence
- Sales and their settlement dates
- Months from the relevant date (calculated)
- Adjustment for market movement
Standards the report works to
- Duties Act 1997 (NSW)Duties Act 1997
- Defines the dutiable value a NSW duty valuation reports for; Queensland (Duties Act 2001) and Victoria (Duties Act 2000) have their own Acts.
- IVSInternational Valuation Standards — bases of value
- Pins down that market value, not the contract price, is the basis being reported.
Load the standards you hold into your reference library and the drafted prose is written against them rather than against a general model.
How the duty valuation report gets built
Capture it once, offline
Your firm builds the stamp duty valuation form in-app — 25 field types, nesting repeatable groups, compound AND/OR visibility rules, reusable modules and calculated fields. Field capture works with no signal: jobs, forms, photos, notes and audio all queue in an idempotent outbox that only clears once the server confirms receipt.
Link it to your the subject property and its improvements
Enter the subject property and its improvements once, as a register. Every one of your comparable sales and adjustment lines then points at a stored row rather than a name somebody typed — and the links survive a disconnected device.
Render your own template
The duty valuation report renders into the Word template you already use — your letterhead, your section order, your clause library — with conditionals, loops over repeats, composable sub-templates and photo grids.
Reviewed before it leaves
You write the review framework: a checklist of what a duty valuation report must contain, plus the prose standards you would mark a junior against. Link it to a report template and it runs every time that template renders. Each finding comes back graded info, minor or major, quoting the sentence at fault, and a person accepts or dismisses every one.
Because the structured submission behind the report is held too, the review is a comparison rather than a proofread: The report describes a four-bedroom dwelling; the inspection form recorded three.
Checks a valuation framework usually carries
- Every section the panel instruction requires appears, in the required order
- Each adjustment traces to a comparable that is listed in the evidence
- The reconciliation supports the figure actually adopted
- Instruction basis, assumptions and disclaimers are stated in full
Questions
- How do we handle valuing as at a past date?
- Capture the relevant date as a field and a section recording works done since. Template conditionals can insert your retrospective-valuation wording only when the relevant date precedes the inspection.
- Can the report show how far each sale is from the relevant date?
- A calculated field can work out the gap for each sale row, so the evidence table can show it and the review can flag sales outside your accepted window.
- Can we keep different wording for each state?
- Yes. Jurisdiction-specific clauses can sit in reusable sub-templates switched on by the state selected on the form, so a Queensland report never carries NSW Act references.
What this is not
Worth knowing before you book a demo, so neither of us wastes the half hour.
- Not field-service dispatch. No timesheets, no parts, no inventory. Scheduling exists to get an inspector to a site.
- No signature capture. If your deliverable has to carry a signed sign-off on the artefact itself, this is not the tool yet.
- Field capture is what works offline — jobs, forms, photos, notes and audio. Reports, chat, scheduling and the inbox need a connection.
- No client portal. Reports go out as a file or a password-protected link.
Other valuation work we cover
- Tax depreciation inspectionsDepreciation schedule
- Antique and collectable appraisalsAppraisal report
- Business asset valuationsAsset valuation report
- Commercial property valuationsCommercial valuation report
- Construction cost to completeCost to complete report
- Plant and equipment valuationsP&E valuation report
- Quantity surveying progress claimsProgress claim report
- Residential property valuationsValuation report
Other disciplines
Rebuild your duty valuation report in SurveyThanks
Bring the Word template you already send clients. If you are coming off another field-forms tool, a filled report can be uploaded, read field by field, and re-rendered into your template.