Form preview

Get the free STATEMENT OF ACCOUNT Return to: FOR COPYRIGHT OFFICE USE ...

Get Form
THIS FORM IS EFFECTIVE FOR ACCOUNTING PERIODS BEGINNING JANUARY 1, 2015, If you are filing for a prior accounting period, contact the Licensing Division for the correct form.SA12 Short Restatement
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign statement of account return

Edit
Edit your statement of account return form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your statement of account return form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit statement of account return online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
To use our professional PDF editor, follow these steps:
1
Set up an account. If you are a new user, click Start Free Trial and establish a profile.
2
Simply add a document. Select Add New from your Dashboard and import a file into the system by uploading it from your device or importing it via the cloud, online, or internal mail. Then click Begin editing.
3
Edit statement of account return. Rearrange and rotate pages, add new and changed texts, add new objects, and use other useful tools. When you're done, click Done. You can use the Documents tab to merge, split, lock, or unlock your files.
4
Get your file. Select your file from the documents list and pick your export method. You may save it as a PDF, email it, or upload it to the cloud.
Dealing with documents is always simple with pdfFiller.

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out statement of account return

Illustration

How to fill out statement of account return

01
To fill out a statement of account return, follow these steps:
02
Start by entering your personal information, such as your name, address, and contact details.
03
Provide the necessary financial information, including your account number, statement period, and balance.
04
Indicate any payments or credits made during the statement period.
05
Include any additional details or explanations regarding the account activity, if necessary.
06
Review the completed form for accuracy and ensure all required fields are filled out.
07
Sign and date the statement of account return.
08
Keep a copy of the form for your records and submit the original to the appropriate recipient.

Who needs statement of account return?

01
Statement of account return is typically required by individuals or businesses to provide a summary of their financial transactions within a specific period. It is commonly requested by financial institutions, tax authorities, and other relevant entities to assess the financial health or compliance of an individual or business.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.1
Satisfied
27 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

You can use pdfFiller’s add-on for Gmail in order to modify, fill out, and eSign your statement of account return along with other documents right in your inbox. Find pdfFiller for Gmail in Google Workspace Marketplace. Use time you spend on handling your documents and eSignatures for more important things.
The pdfFiller premium subscription gives you access to a large library of fillable forms (over 25 million fillable templates) that you can download, fill out, print, and sign. In the library, you'll have no problem discovering state-specific statement of account return and other forms. Find the template you want and tweak it with powerful editing tools.
Install the pdfFiller iOS app. Log in or create an account to access the solution's editing features. Open your statement of account return by uploading it from your device or online storage. After filling in all relevant fields and eSigning if required, you may save or distribute the document.
Statement of account return is a document that summarizes the financial transactions of an individual or entity for a specific period.
Individuals or entities who have financial transactions or income that needs to be reported to the tax authorities are required to file a statement of account return.
To fill out a statement of account return, one must accurately report all financial transactions, income, and expenses for the specified period.
The purpose of a statement of account return is to provide a detailed summary of financial transactions for tax reporting and compliance purposes.
Information such as income, expenses, investments, assets, liabilities, and any other financial transactions must be reported on a statement of account return.
Fill out your statement of account return online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.