Law Society Forms
Trust Account Forms
TA-1 Trust Account Commencement (Rule 1201)
Form TA-1
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)
Form
TA-2
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 (Rule 1203) (Revised December
2011)
Form TA-3
Questions and
Answers (Form TA-3, TA-5, TA-5S)
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.
TA-4 Annual Statutory Declaration (Rule 1204)
Form
TA-4
TA-5 Accountant's Report (Rule 1203) (Revised December
2011)
Form TA-5
Questions and
Answers (Form TA-3, TA-5, TA-5S)
Accountant's Instructions
- Form TA-5 and TA-5S
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.
TA-5S Accountant's Report (Short Form) (Rule 1203) (Revised
December 2011)
Form TA-5s
Questions and
Answers (Form TA-3, TA-5, TA-5S)
Accountant's Instructions
- Form TA-5 and TA-5S
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.
TA-7 Trust Account Exemption (Rule 1201)
Form TA-7
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)
Form
TA-8
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.
TA-9 Unclaimed Trust Funds - Payment Application (Rule
1301)
Form
TA-9
Rule 1301 provides for funds in
excess of $50.00 held in trust for 2 or more years to be paid to
the Law Society upon submissions and approval of Form TA-9
(Unclaimed Trust Funds - payment application). Amounts under
$50.00 held in trust for 2 or more years may be received by the Law
Society as part of the annual reporting process provided certain
criteria are met.
