Get Simplified Annual Accounting Packet - Pinal County - Pinalcountyaz

Filling out the Simplified Annual Accounting Packet is crucial for effectively managing conservatorship accounts in Pinal County. This guide provides step-by-step instructions to help users complete the form online with clarity and ease.

Follow the steps to complete your accounting packet accurately.

1. Press the ‘Get Form’ button to access the Simplified Annual Accounting Packet and open it in the editor.
2. Indicate the number of this accounting at the top of the form and specify the time period covered, using the format MM/DD/YYYY to MM/DD/YYYY.
3. If applicable, enter the current bond amount and any adjustments needed for the upcoming accounting period based on unrestricted assets and income.
4. Complete Lists A through F, starting with List A which details the beginning balance of assets. Ensure to itemize all accounts and property accurately.
5. In List B, document all money received during the accounting period by including the date, payer, description, and amount for each entry.
6. For List C, provide a schedule of gains. Include details such as sale date, purchaser, description of sold assets, and amount gained or specify zero for transactions without gain.
7. List all expenditures for List D, detailing the date, payee, purpose, and amount of each disbursement made on behalf of the estate during the period.
8. In List E, document any losses, detailing the sale date, description of the transaction, and amount of loss incurred.
9. Complete List F by listing all remaining assets at the end of the accounting period, marking any restricted assets clearly.
10. Go back to the Account Summary and ensure that the total amounts from Lists A through F are correctly reflected in the summary section.
11. After verifying all information, make sure to save your progress. Download, print, or share the completed document as necessary.

Begin completing your Simplified Annual Accounting Packet online now to ensure accurate reporting.