TA-1 Trust Account Commencement (Rule 1201)

Must be completed and filed within 30 days of commencing practice and receiving trust monies or opening a bank trust account, unless the member meets requirements of Rule 1201(1)(b) and files an Exemption Report (TA-7).

Note: the TA-1 and TA-7 have been combined into one form. Please complete only the appropriate section.

TA-2 Power of Attorney (Rule 1203)

Completion provides the Law Foundation of Saskatchewan with power of attorney to assess the accuracy of interest received or that should be received by the Law Foundation in regard to pooled trust accounts maintained by members/firms. This form must be filed within 3 months of the member/firm fiscal year end.

TA-3 Practice Declaration (Revised December 2009) (Rule 1203)

Must be completed by all members/firms operating a trust account at any time during the fiscal year. This form must be filed within 3 months of the member/firm fiscal year end or termination of practice.

Questions and Answers - Form TA-3

TA-4 Annual Statutory Declaration (Rule 1204)

TA-5 Accountant’s Report (Revised December 2009) (Rule 1203)

Members/firms may be exempt from filing an Accountant’s Report (TA-5 or TA-5S) for a particular year if approval has been received from the Law Society of Saskatchewan. Exemption status is determined on an annual basis.

Members/firms not receiving a written exemption from filing an Accountant’s Report for a particular year are required to file either a TA-5 or TA-5S. The TA-5 Accountant’s Report is required to be completed if the member/firm has not received written approval from the Law Society of Saskatchewan to use the TA-5S Accountant’s Report (Short Form) for the year in question. The Accountant’s Report must be filed within 3 months of the member/firm fiscal year end or termination of practice.

Questions and Answers - Form TA-5 and TA-5S

Accountant’s Instructions - Form TA-5 and TA-5S

TA-5S Accountant’s Report (Short Form) (Revised December 2009) (Rule 1203)

Members/firms may be exempt from filing an Accountant’s Report (TA-5 or TA-5S) for a particular year if approval has been received from the Law Society of Saskatchewan. Exemption status is determined on an annual basis.

Members/firms not receiving a written exemption from filing an Accountant’s Report for a particular year are required to file either a TA-5 or TA-5S. Annual written approval from the Law Society of Saskatchewan is required to file a TA-5S, otherwise, form TA-5 is required. The Accountant’s Report must be filed within 3 months of the member/firm fiscal year end or termination of practice.

Questions and Answers - Form TA-5 and TA-5S

Accountant’s Instructions - Form TA-5 and TA-5S

TA-6 Exemption Declaration (Rule 1204)

This form must be completed and signed annually by each member of a firm who does not have signing authority on trust accounts during the fiscal year. Declaration must be filed within 3 months of the end of the fiscal period.

TA-7 Trust Account Exemption (Rule 1201)

Provides exemption from filing a trust account Commencement Report (TA-1) if the member does not receive or handle trust funds. This request for exemption must be filed within 30 days of commencing practice.

Note: the TA-7 and TA-1 have been combined into one form. Please complete only the appropriate section.

TA-8 $25 Million Non-Cheque Transfer Requisition Form (Rule 942)

Rule 942 (2) requires all trust amounts in excess of $25 million be withdrawn electronically following strict procedures and protocols as outlined in the Rule and in this form.

Updated 08 Feb 2010 10:00 AM