¶ 1. Overview
The Trust Administration Fee (TAF) Report is a regulatory report required by the Law Society of British Columbia (LSBC). It identifies all client matters that meet the criteria for TAF assessment during a specific reporting period.
This report is used for:
- LSBC Trust Administration Fee submissions
- Internal compliance reviews
- Tracking TAF‑eligible transactions
- Identifying responsible lawyers and type of law classifications
- Ensuring accurate reporting for regulatory deadlines
The report lists each qualifying matter with the required TAF fields.
¶ 2. Report Window (Filters)
The modal contains the following sections:
¶ 2.1 Date Range
Used to define the reporting period for TAF‑eligible transactions.
- From Date
- To Date
Example: From: 02/01/2026 To: 02/28/2026
¶ 2.2 Report By
A single‑select option that determines how the report is grouped or summarized.
- Firm (This is the default and standard LSBC format.)
¶ 2.3 Selection Criteria
¶ Lawyer / Timekeeper
- A dropdown list of lawyers.
- Default: All
- Used to filter TAF‑eligible matters by responsible lawyer.
¶ Type of Law
- Dropdown list of law categories.
- Default: All
- Used to filter matters by the type of law assigned to the matter.
¶ 2.4 Actions
Buttons at the bottom of the modal:
- View Report — Generates the TAF report
- Export — Exports the generated report
- Close — Closes the window
¶ 3. Report Output
- Once generated, the report displays all TAF‑eligible matters within the selected date range.
¶ 3.1 Header Information
Displayed at the top of the report:
- Firm Name: Demo‑LawPractica‑BC
- Print Date: 02/25/2026
- Report Title: Trust Administration Fee
- Date Range: From 02/01/2026 to 02/28/2026
¶ 3.2 Report Columns
The Trust Administration Fee Report includes the following columns:
| Column | Description |
|---|---|
| Client Name | Name of the client associated with the matter |
| Client No | Client identifier |
| Matter No | Matter identifier |
| Posting Date | Date the TAF‑eligible transaction was posted |
| Type of Law | Law category assigned to the matter (required by LSBC) |
| Responsible Lawyer | Lawyer responsible for the matter |
| TAF Amount | Trust Administration Fee amount assessed |
| GST/HST | Applicable tax on the TAF amount |
These fields align with LSBC reporting requirements.
¶ 4. Export Options
Available export formats:
- Excel
- CSV
Exports preserve the report structure and respect all applied filters.
¶ 5. Best Practices
- Always set the Date Range to match the LSBC reporting period
- Use Lawyer / Timekeeper to verify individual lawyer compliance
- Use Type of Law to ensure correct classification
- Export to Excel for reconciliation before LSBC submission
- Review Posting Date to confirm eligibility within the reporting period
¶ 6. Summary
The Trust Administration Fee Report provides a complete, LSBC‑compliant listing of all TAF‑eligible matters, including client details, responsible lawyer, type of law, and fee amounts. It supports regulatory reporting, internal compliance, and trust accounting oversight.
This report is essential for meeting British Columbia Law Society TAF requirements.