1
- Create the Attorney's Record |
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2
-
Create the Ward's Record |
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3-
Create the Year Accounting Record |
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4-
Create the Plan Record (Annual
Guardianship Report) |
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5- Create the Accounting Entries | |
There
are 2 main ways to create "Accounting Entries" records: |
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A- Click on the "Accounting
Entry"
link in the Start Screen to
enter an individual accounting
entry.
(Like Asset bought or Bond Interest) |
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B- Click on the "Entire Year" link
found in the "Year Accounting" form, to enter all the regular income
and disbursements records.
(Like,
all the income received from SS or all the monthly disbursements to the
guardian) |
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That is usually enough to generate all the forms required. The Annual Guardianship Report will contain: 1 - The Annual Report of Guardian of the Property - Annual Acounting Schedules A, B, C, D, Summary and Affidavit 2 - The Annual Guardianship Report Annual Guardianship Plan To print the report, you select the year, and the name of the ward, then click on the "Annual Report" button. |
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How to get help |
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This is the Initial
Screen.
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