Forms and Letters

forms-ladyListed below are the links to the forms and letters referenced in the book – Law Practice Accounting Using QuickBooks®. The file format is indicated to the right of the title. Forms marked PDF will require Adobe Acrobat Reader to view and print. Click here to get a free copy of Acrobat Reader if you do not have it already. All others are in .DOC (Microsoft Word) format.

To download the forms and letters, simply right click on the icon and choose “Save target as” You will be prompted to select a location on your computer to save the file, then select OK. The file will be downloaded to the location that you specified.

File TitleDownload Link
Letter to Financial Institution Re: Trust Account
Trust Safe Deposit Receipt
Client Closing Statement
Monthly Trust Account Certificate
Florida Rule 4-1.15,/a>
Florida Rule 5-1.1 – 1.2
Florida IOTA – W9 - Notice To Financial Institution
(FBF Form 102)
Florida IOTA Account Setup
(FBF Form 200)
Florida IOTA Notice to Financial Institution
(FBF Form 201)
IRS Form 8300 – Cash Payments over $10,000
Sample Chart of Accounts – Small Firm