This article describes the TAF rules of the Law Society of British Columbia and how they are used within Unity® Accounting

Fees for Trust Receipts are governed by rules from the Law Society of British Columbia.

Within Unity® Accounting these are entered under Trust receipts like this

1. Select Clients & Matters
2. Click Trust Receipts
3. A new screen will open, fill out details:
   • Bank
   • Date
   • Payment Type
   • Receipt Number
   • Received From
   • Amount
4. Enter a Description of the transaction
5. Under the TAF heading click the dropdown and select one of the options
   • C - Charge TAF to client/matter
   • F - Charge TAF to firm
   • D - Do not charge TAF
6. Click Save
7. Click Post & Save