Q100. When should I use the NewRetainer V/S ClientPayment when I receive money from the client?

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It is very important to distinguish what action are you going to take with the money from the client. If the services are not complete, and invoice is not done or pending invoiced amount is lower than the total money from the client the money has to move to Trust first so it is considered a new retainer. On the other hand if the services are complete, Invoice has been already raised then you can move that money to General. ...

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Q99. How do you add or delete Disbursement?

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Adding and deleting disbursement has to be done from the matter window, and you can add disbursement by indicating if it was paid from General (Which is your account or Cash) or directly from Trust. To delete you need to change the amount to $0.00 or change it to ZERO(0) and that will mark the disbursement as special and void, it will still show up in the matter window but will be marked deleted and not used in financial transactions ...

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Q97. How do we redistribute Retainer between two matter for the same client?

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There are two ways this can be done, if the two matters are not invoiced, you can always re-distribute by editing the retainer and re-distributing. If not then refund it as Cash in one and put it as a trust deposit in another. You always need client permission before you can do that so please ensure you have written client communication and permission before you do the transfer.

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Q95. How do I handle HST/GST/PST remittance on a quarterly or Yearly basis?

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Every quarter or yearly you need to file for HST/GST/PST returns based on your province. uLaw can make this process very simple because we already collect all the HST Paid and collected by your business. This tutorial will show you how we can help you with it and what you need to do on a quarterly or annual basis when you file and get a cheque or make a cheque for the CRA.

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