Trust Administration Fee (TAF) Reporting (BC)

The Matter Trust Admin Fee Report includes the Matter File Number, Matter Owner/Lawyer, Entry Date, Claim Category, Status, and Fee and GST amounts.

To generate this report:

1. From the left navigation panel, click Matters.
2. From the toolbar atop the Matters screen, click Action and choose Trust Admin Fee.
3. From the toolbar on the Manage Trust Admin Fee screen, click Report.

The Report Options window will display.

1. Choose the Entry Date Range
2. Choose the Print Format
3. Click Download

Filter by TAF Attributes

On the main matters page, if you click the funnel icon, there are filters related to paid by, and status.

You can then choose which attributes to filter your grid view by, and export those results to PDF, Excel or CSV.

Click here to learn more about using filters and exporting.