Nzira Yokugadzirisa Nayo Chapa QuickBooks yeAkaunti yeMutemo Firms

Kubvumirana neIOTLA (Inofanirwa neMutemo uye Auntikiti Makambani) Zvirongwa

Mitemo yakawanda yematare emitemo uye avo vanoita mavoti vanoshandisa QuickBook, iyo ndiyo inonyanya kudukuka bhizinesi rekugadzira purogiramu pamusika nhasi. Kana sarudzo yako yemutemo yakasarudza kushandisa purogiramu iyi, basa rekutanga richave rokugadzira chati yezvinyorwa kuti uone kutengesa. Zvisinei, iwe unofanirwa kujekesa chati chako chekambani kuti uite maererano neHurumende yako Inofarira Purogiramu yeMutemo weAtrust Accounts (IOTLA).

Kufarira Mavoti Mazano Akavimbika (IOTLA)

Kufarira kune vanyori vanoona zvikwereti (IOLTA) inzira itsva yekuwedzera kukwanisa kururamisira kune vanhu nemhuri vanorarama muurombo uye kutsigira kuvandudzwa kwehurumende kuburikidza nekushandiswa kwekuwana zvakagadzirirwa kune rimwe gweta retaiti. Purogiramu dzeIOLTA inoshandiswa nehurumende, uye chii chinoita kuti zvive zvakasiyana ndezvokuti basa iri rinopiwa kunze kwekutengesa vanhu, uye rinopiwa pasina mari kune vako kana vatengi vako.

Maitiro IOTLA Works

Kuburikidza neIOTLA, sewe gweta, apo iwe unogamuchira mari yevashandi, iwe unofanira kuisa mari iyoyo mubhuku re trust. Nhoroondo yekutenderera haifaniri kuenzaniswa nemari yako yemari yemari; mari yevashandi vako inofanira kubatwa mune imwe sangano re trust trust iyo yakasiyana nebhangi yebhangi inoshandiswa pamabasa ako ezuva nezuva ekushanda. Iwe unofanirwa kuisa mari yevashandi vako muIOLTA account apo mari isingagoni kuwana mari yakakwana kuti muchengeti ave zvinopfuura mari yekuwana mari iyo.

Mari idzi dzinounganidza pamwe chete, zvichiita mari inotora mari yakawanda kupfuura yakawanda yekubhadhara iyo account, uye kufarira kwakagadziriswa kunotamirwa purogiramu yeIOLTA. Zvisinei, kana vatengi mari yakawanda zvakakwana, zvakadai kuti rufaro rusina kukwana kuitira kuti muchengeti abatsirwe, iwe iwe sewe gweta ane basa rekutarisira kuisa mari iyo mune imwe kambani yebhangi kuitira kuti mutengi wako awane chido ichi.

IOTLA Mapurogiramu Anotonga Hurukuro neHurumende

Mitemo yehutungamiri hwehutungamiri inotungamirira kushandiswa kwekweretiti yemari mari inosiyana kubva kune imwe nyika kuenda kune imwe nyika. Kunyange zvazvo mitemo yakawanda yakafanana iyo yose muU.S., humwe hutungamiri hunodiwa uye zvakadzama hazvifananidzi. Nokudaro, iwe unofanirwa kubvunzurudza munharaunda yako yeBar Association kana zano guru kuti uone kuti yako QuickBooks yekugadzirisa inopindirana nemitemo iri munyika yako. Kukundikana kuchengeta mitemo ine chokuita nekukanganwa kwekodzero kukanganisa kwemitemo yenyika uye mitemo yeAmerican Bar Association. Izvozvi kukanganisa kunogona kuunza zvirango zvakakomba, izvo zvinobatanidza zvimhosva zvehurumende uye zvepamutemo.

Mutemo weIOTLA Accounts

Kutungamirirwa kwakakodzera kwekambani yemutemo weIOLTA, iyo inowanzonzi "Trust Account," inotungamirirwa zvikuru neHurumende yeBurumende. IOLTA kutungamira inyanzvi yekugadzirisa mukushanda kwekambani yemutemo. Iko kuverenga inowanikwa pamitemo yekubata mabhuku maviri-kupinda, pamwe nezvimwe zvekuchengetedzwa zvakagadzirirwa kuwedzera nzira yekuongorora.

Nzira Yokugadzira Mutemo Wakasimba Mutero weAkaunti mu QuickBooks

Kuti ugadzire mutemo wako wakasimba shata yezvinyorwa, tevera matanho aya:

  1. Gadzira kambani yakasiyana yebhangi inonzi "Client Trust Fund Checking". Iyi nhoroondo ichashandiswa kutarisa zvose zvidho uye kubhadhara kubva kune mari yavanotarisira mari yako.
  1. Isa iri rekutsvaga kambani seIOLTA nenyaya yezvemari yakabvumirwa kupa IOLTA maakaunti. Mazano anobatsira: Unofanirwa kutarisa nebhangi rako kuti uone kuti IOLTA account ine chekuvharidzirwa pamusoro pekuchengetedza uye isina ATM yokuwana. Mitemo iyi inoshanda kumapurogiramu IOLTA munyika dzose, kusanganisira District of Columbia uye US Virgin Islands.
  2. Kuti uone kusiyana kwemitero yako yemitemo kubva kumitero yako yekwereti, iwe uchada kugadzirisa zvakasiyana zvakakwana zvemakadhi mu QuickBooks. Iwe unofanidza kududza iyo Account Accounts Payable ku "Maakaiti Abhadhara - Kushanda". Iyi yekodha yakabhadharwa ichashandiswa kumitemo uye kubhadhara kwemabasa ako emagetsi ezuva nezuva.
  3. Gadzira imwe nhoroondo yeAptwork Inowanikwa inonzi "Aptayable - Trust". Iyi nhaurirano inobhadhara ichashandiswa kutevedzera zvikwereti uye zvikwereti zvakabatana nemutengi wako.
  1. Gadzira imwe Dare iri ikozvino rainzi "Client Trust Liability". Iyi kambani yekodzero ichashandiswa kutevera zvose zvidha kubva kune vatengi vako uye nedzimwe mari.

Aya matanho aidiwa kuti iwe ugadzire maakaiti anodiwa mu QuickBooks kana iwe uine IOTA maakaunti apo iwe unochengeta mari yekwereti yako kuti ishandise mukubhadhara mari yavo.