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PROBATE COURT OF SHELBY COUNTY, OHIO WILLIAM R. ZIMMERMAN, JUDGE TRUST OF FOR THE BENEFIT OF CASE NO. RECEIPTS AND DISBURSEMENTS Attach to trustee's account Following is an itemized statement of receipts

How to fill out receipts and disbursements

How to fill out receipts and disbursements:

1. Start by gathering all the necessary information, such as the date, recipient or payee's name, purpose of the transaction, and the amount involved.
2. Make sure to use a standardized receipt or disbursement form, which typically includes fields for the aforementioned information.
3. Fill in the date of the transaction accurately. This is important for record-keeping and will help with tracking and organizing future references.
4. Write down the name of the recipient or payee clearly. If it is a business, include the name of the company or organization, along with any relevant contact information.
5. Specify the purpose of the transaction. This could be described briefly or with more detail, depending on the nature of the receipt or disbursement.
6. Record the amount involved in the transaction accurately. This should be written both numerically and in words to minimize any confusion or discrepancies.
7. Ensure that any supporting documentation, such as invoices or receipts from vendors, are attached or referenced appropriately on the receipt or disbursement form.
8. Double-check all the information entered to ensure accuracy and completeness.
9. Sign the receipt or disbursement form, indicating your approval and authorization of the transaction.
10. Store the completed receipts and disbursements in a safe and organized manner, making them easily accessible for future reference or audits.

Who needs receipts and disbursements:

1. Businesses: Keeping track of receipts and disbursements is crucial for businesses for various purposes, including tax records, expense tracking, and financial reporting.
2. Non-profit organizations: Similar to businesses, non-profit organizations need to maintain proper records of their financial transactions for accountability and reporting purposes.
3. Individuals: Although individuals may not have the same level of complexity in their financial transactions, it is still important to keep track of receipts and disbursements for personal budgeting, tax deductions, or reimbursement purposes.

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