Indlela yokuseta i-QuickBooks Isatifiketi seAkhawunti zeeNkampani zoMthetho

Ukuthobela i-IOTLA (Inzala kuMmeli kunye neeAkhawunti zeTrust)

Amaninzi amaninzi amashishini omthetho kunye namagqwetha asebenzayo asebenzisa i-QuickBook, eyona nto ibonwa kakhulu kwi-software ye-accounting software kwimarike namhlanje. Ukuba iqumrhu lakho lomthetho likhethe ukusebenzisa le nkqubo, umsebenzi wokuqala uza kuba ukuseta ishati yee-akhawunti ukulandelela ukuthengiselana. Nangona kunjalo, kuya kufuneka ulungele iitshati zeakhawunti ukuba uhambelane nomdla wakho karhulumente kwiNkqubo ye-Akhawunti yeTrust (IOTLA).

Inzala kuma-Advocate Accounts (IOTLA)

Inzala kuma-Advocate Accounts (IOLTA) yindlela entsha yokwandisa ukufikelela kubulungisa kubantu ngabanye kunye neentsapho ezihlala kwintlupheko kunye nenkxaso yokuphucula inkqubo yobulungisa ngokusebenzisa ukufunyanwa kwenzalo kwi-akhawunti yegqwetha elithembekileyo. Iiprogram ze-IOLta yinkonzo karhulumente, kwaye yintoni eyenza iyingqayizivele kukuba le nkonzo inikezelwa ngaphandle kokurhafisa uluntu, kwaye inikwa ngaphandle kweendleko kuye okanye kubaxhasi bakho.

Indlela IOTLA Esebenza ngayo

Nge-IOTLA, njengegqwetha, xa ufumana imali engumthengi, kufuneka ubeke loo mali kwi-akhawunti ye-trust. I-akhawunti ye-trust ayikwazi ukudibaniswa kunye nezimali zakho zeenkampani zomthetho; Imali yabaxhasi bakho kufuneka ibanjwe kwi-akhawunti ye-trust eyodwa eyahlukileyo kwi-akhawunti yasebhanki esebenzayo kwimisebenzi yakho yokusebenza yansuku zonke. Kumele ufake iifowuni zabaxhasi bakho kwi-akhawunti ye-IOLTA xa imali ingenakufumana imali eyaneleyo yokuba umthengi abe ngaphezu kweendleko zokufumana loo ntlawulo.

Le mali ihlanganiswe ndawonye, ​​ivelise inzala yengeniso ephezulu kuneemali zokulawula i-akhawunti, kwaye inzala efunyenweyo idluliselwa kwinkqubo ye-IOLTA. Nangona kunjalo, ukuba abathengi beemali zikhulu ngokwaneleyo, okokuba inzala enelisayo iyanele ukwenzela ukuba umxhasi uza kuxhamla, ke wena njengommeli unomsebenzi wokugcina imali ukuba ufake ezo mali kwi-akhawunti yebhanki eyahlukeneyo ukuze umxhasi wakho athathe lo mdla.

IiNkqubo zeeNkqubo zeIOTLA iVary by State

Imithetho yolawulo lwezakhono ezilawula ukuphathwa kweemali zokuxhaswa kwabathengi ziyahluka ukusuka kummandla ukuya kwimeko. Nangona imigaqo jikelele ifana nayo yonke i-US, iimfuno ezithile zolawulo kunye neenkcukacha azifani. Ngako oko, kufuneka uqhagamshelane nombutho weBar Bar ohlala kuyo okanye isiluleko esipheleleyo ukuqinisekisa ukuba i-QuickBooks yakho yokuseta ihambelana nemimiselo kwimeko yakho. Ukungaphumeleli ukuthobela imithetho malunga ne-akhawunti ye-trust kuphulwa kwemithetho karhulumente kunye nemithetho ye-American Bar Association. Ezi mpazamo zingabangela izigwebo ezinzima, ezibandakanya izigwebo zomthetho nolwaphulo-mthetho.

Ulawulo lweeAkhawunti zeIOTLA

Ulawulo olufanelekileyo lwe-IOLTA yenkampani yakho yomthetho, ebizwa ngokuba yi-"Akhawunti yeTrust," ilawulwa kakhulu yiBar yoBume. Ulawulo lwe-IOLta lugunyaziso lolawulo oluphambili ekusebenzeni kwenkampani yomthetho. Umgaqo-mali-siseko usekelwe kwimigaqo yokugcinwa kokugcinwa kabini, kunye nezikhuselo ezongezelelweyo ezijoliswe ekuphuculeni umkhondo wophicotho.

Indlela yokusekwa kweKhadi elomeleleyo leeAkhawunti kwi-QuickBooks

Ukuseta isatidi yakho yeakhawunti yenkampani, landela la manyathelo:

1. Yakha i-akhawunti yebhanki eyahlukeneyo ebizwa ngokuba yi-"Client Trust Fund Checking". Le akhawunti iya kusetyenziswa ukulandelela zonke iiphozithi kunye neentlawulo ezivela kwii-client trust funds.

1. Beka le ngxelo yokujonga njenge-IOLTA kwiziko lemali elivunywe ukunikela nge-akhawunti ye-IOLTA. Iseluleko esiluncedo: Kufuneka ujonge kumbhanki wakho ukuqinisekisa ukuba i-akhawunti ye-IOL ikhuselekile ngokukhawuleza kwaye ayikwazi ukufikelela kwi-ATM. Le mithetho iyasebenza kwiiprogram ze-IOL kuwo onke amazwe, kuquka iSithili sase-Columbia kunye neI-Virgin Islands zase-US.
2. Ukukwahlukanisa ukuhlawulwa kweefowuni zomthetho ezihlawulwa ngumthengi wakho, kuya kufuneka ulungise iakhawunti ezizimeleyo kwi-QuickBooks. Kufuneka uqambe kwakhona iAkhawunti yeAkhawunti ehlawulwayo "kwiAkhawunti ezithengiweyo - Ukusebenza". Le akhawunti ehlawulwayo iya kusetyenziswa kwiibhilikhwe kunye neentlawulo zemisebenzi yakho yemini yemihla ngemihla.
3. Hlela enye iAkhawunti ehlawulwayo yeAkhawunti ebizwa ngokuthi "Iikhompyutheni ezihlawulwayo - iTrust". Le akhawunti ehlawulwayo iya kusetyenziswa ukulandelela iindleko kunye neentlawulo eziphathelele kumxhasi wakho.

1. Ukusekwa kwezinye iindawo ezikhoyo ezibizwa ngokuba yi-"Customer Trust Account". Le akhawunti yokuxanduva iya kusetyenziswa ukulandelela zonke iifomethi ezivela kubaxumi bakho nakwezinye iindleko.

Ezi nyathelo zifunekayo ukuba ulungise ii-akhawunti ezifunekayo kwi-QuickBooks ukuba unayo i-akhawunti ye -OTLA apho ugcina imali yomthengi wakho ukuba usebenzise ukuhlawula iindleko zabo.