It is Trust Account Auditing time again and I need to provide a client list to my Accountants to enable them to choose random files to examine to ensure that I am complying with my Trust Account obligations.
I am able to do a matter list or a client list for the financial year but this is too many files. I need to provide a list of clients/matters that used my Trust Account during the 2023/24 financial year to my Accountants.
Can someone advise how this list can be produced?