Service Charge Apportionment Template
Costs apportioned per tenant, with a check that the schedule totals 100%.
Service Charge Apportionment Template is a free Excel workbook: 3 sheets, 63 live formulas and realistic sample data throughout, 10 KB as .xlsx.
The formulas are printed on this page, unedited, so you can check the method before downloading anything. Swap in your own numbers and the whole file recalculates — which is the part no chat window can hand you. Opens in Excel, Google Sheets, Numbers and LibreOffice; no add-in and no macro.
A look inside
This is a real slice of the Tenants sheet from the actual file — not a screenshot, and not a mock-up. Cells shown in violet are live formulas, exactly as they arrive.
| # | Tenant | Unit | Area sq ft | Apportionment | Budget share | On account paid | Actual share |
|---|---|---|---|---|---|---|---|
| 2 | Northgate Retail | U01 | 4,200 | =IF(SUM($C$2:$C$9)=0,0,$C2/SUM($C$2:$C$9)) | =$D2*Costs!$B$13 | £26,408 | =$D2*Costs!$C$13 |
| 3 | Halden & Co | U02 | 2,800 | =IF(SUM($C$2:$C$9)=0,0,$C3/SUM($C$2:$C$9)) | =$D3*Costs!$B$13 | £17,864 | =$D3*Costs!$C$13 |
| 4 | Brightwater Ltd | U03 | 6,100 | =IF(SUM($C$2:$C$9)=0,0,$C4/SUM($C$2:$C$9)) | =$D4*Costs!$B$13 | £39,403 | =$D4*Costs!$C$13 |
| 5 | Verity Group | U04 | 1,900 | =IF(SUM($C$2:$C$9)=0,0,$C5/SUM($C$2:$C$9)) | =$D5*Costs!$B$13 | £11,935 | =$D5*Costs!$C$13 |
| 6 | Ashcombe Media | U05 | 3,300 | =IF(SUM($C$2:$C$9)=0,0,$C6/SUM($C$2:$C$9)) | =$D6*Costs!$B$13 | £22,291 | =$D6*Costs!$C$13 |
| 7 | Pike Logistics | U06 | 5,200 | =IF(SUM($C$2:$C$9)=0,0,$C7/SUM($C$2:$C$9)) | =$D7*Costs!$B$13 | £32,467 | =$D7*Costs!$C$13 |
| 8 | Calder Foods | U07 | 2,400 | =IF(SUM($C$2:$C$9)=0,0,$C8/SUM($C$2:$C$9)) | =$D8*Costs!$B$13 | £15,729 | =$D8*Costs!$C$13 |
| 9 | Trenton Legal | U08 | 3,100 | =IF(SUM($C$2:$C$9)=0,0,$C9/SUM($C$2:$C$9)) | =$D9*Costs!$B$13 | £18,282 | =$D9*Costs!$C$13 |
What’s in the file
What it explains
- Apportionment must total 100%
- Budget, on-account, actual, balancing
- What cannot be recovered
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Related templates
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<a href="https://www.datahubpro.co.uk/excel-templates/property-service-charge">Service Charge Apportionment Template</a> — free Excel template from DataHub Pro
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