You can use your Snapdocs account to track two of the most common types of notarizations - acknowledgements and jurats.
Tracking the number of acknowledgments and jurats you've done for a signing can be particularly useful when it’s time to do your taxes, as notary fees aren't subject to self-employment tax. You can find more information on the IRS's website here. If you have any questions about taxes and notary fees, we recommend consulting an accountant or tax advisor.
Note: This feature is for your own personal record-keeping only. We recommend factoring in any potential expenses or fees into the offered notary fee prior to accepting a signing.
How to Track Jurats and Acknowledgements
Step 1: Log in to your account at app.snapdocs.com to view your dashboard. From your dashboard, select on the order that you'd like to track the number of notarial acts that were completed.
Step 2: When viewing the order, scroll down the page until you see the Personal Expenses section located towards the left-side of the page.
Step 3: Select Add notarizations.
Step 4: You can then enter in the number of acknowledgements or jurats that were performed during the signing by clicking on the pencil icon.
Step 5: After entering in the number of acknowledgements or jurats performed, select Ok to save the entry.
Step 6: The number of acknowledgements or jurats should be updated after you select Ok.
How to Edit and Delete Recorded Notarizations
Step 1: You can edit or delete a recorded notarization at any time. To do so, just select on the pencil icon next to the entry.
Step 2: You can then edit the number of acknowledgements or jurats entered. To delete a entry, just zero it out. Once you're done making changes, remember to select Ok to save the changes.
How to Export Your Recorded Notarizations
Step 1: To export a spreadsheet of the number of notarizations you've entered in for each signing, select Accounting from the menu on the left-hand side.
Step 2: Your Accounting page is split into two sections - payments and expenses. Your notarizations are tracked under your expenses, so select on Expenses at the top of the page.
Step 3: When viewing your expenses, you can export a spreadsheet of all tracked expenses by selecting Download all on the right-side of the page.
Step 4: If you'd like to only download expenses that occurred during a certain time, select Filter to filter for expenses within a specified date range.
