Guides
Guides for self-managed HOA boards
Practical guides to the jobs volunteer board members ask about most. Each one is useful whatever software you use, and each ends with a short note on how HOA in a Box handles that job.
General information, not legal or tax advice. Your governing documents and your state's law always come first.
Rules and enforcement
HOA violation letters: a guide and a free template
When to send a courtesy notice, a second notice or a fine notice, what each should say and how to keep proof of delivery.
Money
How to collect HOA dues online
Setting the rate, billing, card and bank payments, payment plans, late fees, receipts and the monthly bank reconciliation.
Year end and taxes
Form 1120-H for HOAs: a year-end checklist
Who can file Form 1120-H, what is taxed, when it is due, 1099-NEC forms for vendors, and what to do before the CPA asks.