Security Deposit Record Template
Track every deposit payment, receipt, deduction, and return in one place.
Use this template to document security deposit amounts, payment dates, receipts, deductions, return deadlines, tenant acknowledgements, and supporting proof.
Start with the template, upgrade to a workflow
1. Download or use the record
Use the template online or download a fillable PDF to get started fast.
Use template2. Save it to a property folder
Store the record in the right property folder so it's organized and easy to find.
Save in Platuni3. Connect receipts, inspections, and proof
Link receipts, deductions, return details, inspections, and tenant signatures.
Open workflowWhat this template helps you record
Deposit amount and pay date
Record the exact amount collected and when payment was received.
Receipt and payment method
Document the receipt and how the deposit was paid.
Lease and tenant details
Link the deposit to the correct lease and tenant information.
Return deadline
Automatically calculate and record the required return deadline.
Deductions and supporting notes
List deductions with amounts and the reason for each.
Amount returned
Record the refund amount and date returned to the tenant.
Tenant acknowledgement
Capture tenant confirmation of receipt or agreement.
Related inspection records
Link move-in and move-out inspections to this record.
Photos and attachments
Add photos, receipts, notices, and other supporting documents.
Dispute or follow-up notes
Track tenant questions, disputes, and follow-up communications.
Preview the security deposit record
From deposit collected to deposit returned
Record deposit collected
Enter amount, date, and payment method when deposit is received.
Attach receipt
Upload receipt or proof of payment for your records.
Link to lease and tenant
Connect the deposit to the correct lease and tenant.
Track return deadline
We calculate the deadline and send timely reminders.
Record deduction or refund
Itemize deductions or record the refund amount and date
Keep proof for disputes
Maintain a complete timeline and proof in one secure place
Go beyond a static template
Into Platuni Workflow
Connects deposit record to lease, tenant, inspection, notices, reminders, and proof timeline
- Auto-calculate deadlines + reminder
- Links to lease, tenant, inspections, and notices
- Secure document storage and timeline
- Built for compliance and dispute protection
- Export complete proof in one click
Useful with this deposit record
When to use this template
Deposit rules vary by jurisdiction. Use this template to organize records and confirm local requirements before making decisions.
When collecting a deposit
Record amount, method, and date of receipt.
When issuing a receipt
Provide documentation and upload the receipt.
Before returning a deposit
Track return deadline and prepare refund details.
When documenting deductions
Itemize charges with notes and supporting evidence.
When preparing for a dispute
Keep organized proof to support your position.
When organizing lease files
Keep all deposit records in one place.
Frequently asked questions
Keep security deposit records clear from day one.
Use the template now, or manage deposit records inside Platuni with deadlines, receipts, attachments, and proof timelines.