Get Law Firm Self-report

The Law Firm Self-Report is an essential annual document that must be efficiently completed to ensure compliance with the regulations set by the Law Society of Alberta. This guide aims to provide clear, step-by-step instructions for users to fill out the form online, regardless of their legal knowledge.

Follow the steps to complete the Law Firm Self-Report successfully.

1. Click ‘Get Form’ button to obtain the form and open it in your chosen online editor.
2. Identify the appropriate sections to complete based on your law firm's operations, which can range from Sections A to D, depending on whether you operate a trust bank account and the specifics of your financial reporting.
3. In Section A, provide general information: confirm the law firm's compliance with GST and payroll requirements. If applicable, offer explanations for any outstanding obligations.
4. Complete Section B concerning general bank accounts: list accounts used, confirm their use for trust funds, and ensure all necessary records are maintained. Indicate if any cheques were not honored.
5. If your firm operates a trust account, fill out Section C. Document all trust bank accounts utilized and confirm compliance with record-keeping requirements.
6. Complete Section D if you do not upload trust safety accounting data. Ensure all books and records are maintained accurately.
7. Once all relevant sections are filled out, ensure the form is signed by an authorized lawyer within the firm.
8. Finally, review the entire document for accuracy; you can save changes, download, print, or share the form as needed.

Complete your Law Firm Self-Report online today to ensure compliance and avoid potential penalties.