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Get the free statement of account - US Copyright Office

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This form is effective beginning with the January 1 to June 30, 2017, accounting period (2017/1) If you are filing for a prior accounting period, contact the Licensing Division for the correct form.
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How to fill out statement of account

01
To fill out a statement of account, follow these steps:
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Start by entering the date of the statement at the top of the page.
03
Include the name and contact information of the account holder or business. This should include their name, address, phone number, and email address.
04
Next, list the account number or reference number associated with the statement.
05
Provide a summary of the account activity. This should include details such as the starting balance, any deposits or credits made to the account, any withdrawals or debits made from the account, and the ending balance.
06
Itemize the transactions by listing the date, description, and amount for each entry. This will provide a detailed breakdown of the account activity.
07
Include any additional information that might be relevant, such as any fees or charges applied to the account.
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Finally, sign and date the statement to certify its accuracy.

Who needs statement of account?

01
Statement of account is needed by:
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- Account holders who want to keep track of their financial transactions and balances.
03
- Banks and financial institutions for record-keeping and audit purposes.
04
- Businesses to present to their clients as a record of the financial transactions between them.
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- Tax authorities to verify income and expenses during tax filings.
06
- Individuals or companies involved in legal cases requiring financial documentation.
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Statement of account is a summary of all transactions between a company and a specific customer over a period of time.
Businesses or organizations that have extended credit to customers and need to keep track of payments and outstanding balances are required to file statement of account.
A statement of account can be filled out by recording all transactions with a customer, including invoices, payments, and credits, and then summarizing the information in a clear and organized format.
The purpose of a statement of account is to provide a detailed record of all transactions with a specific customer, including outstanding balances, payments received, and any credits or adjustments.
Information that must be reported on a statement of account includes customer name, invoice numbers, dates and amounts of transactions, payments received, outstanding balances, and any credits or adjustments.
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