Recommended Unity Accounting TAF Configuration

Dye & Durham wishes to inform and support our British Columbia customers regarding the recent amendment made by the Law Society of British Columbia (LSBC) to Trust Account Rule 2‑110 related to the Trust Administration Fee (TAF).

To provide clarity, we contacted the LSBC for confirmation regarding the interpretation of the amended rule. Below is the guidance we received directly from the Law Society:

**“The Trust Administration Fee (TAF) rule amendment for Rule 2‑110 came into effect on January 1, 2026. TAF is now payable for each distinct client matter where the lawyer receives trust funds in an aggregate amount greater than $10,000.00. There is no longer an exemption for specific types of payments into trust, such as fees and retainers. Once the threshold of $10,000.00 has been passed, TAF would be applicable.

To address client matters that extend over the transition date of January 1, and for which TAF has not yet been assessed, any amounts deposited into trust prior to January 1, 2026 will not be applied to the $10,000.00 threshold. TAF remains a one-time charge per client matter.”**

We understand that this change affects how TAF must now be tracked and charged within Unity Accounting, as it applies to all trust funds—regardless of type—once the threshold is exceeded.

To help you remain compliant with the amended rule while maintaining transparency and accuracy in your trust records, we recommend adjusting your system configuration as follows:

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Recommended Unity Accounting Configuration

Update Global TAF Preference

Navigate to Maintenance → Global Settings → General tab
Update your TAF Preference to: C – Charge TAF

This setting will ensure that Unity Accounting prompts to charge TAF when trust funds are receipted IF TAF has not been applied to the client/matter. As all trust receipts are now TAF applicable regardless of their purpose this setting will set the firm up so that TAF charges are not missed.

Under the amended rule, the staff member receipting trust funds must still make an informed decision based on:

Is the current trust receipt is less than $10,000, and

Are the total trust funds received for that client/matter since January 1, 2026 remain below $10,000

If both conditions are true, the staff member must override C-Charge TAF to D-Do not Charge. This ensure the receipt complies with the new LSBC threshold requirement.

To easily view the total trust receipts for a client/matter where TAF has not been posted and where a value of the total trust receipts needs to be assessed an easy work around is available.

Open the Client/Matter
Navigate to the Trust Ledger
Set Date to: This Financial Year
Set Type to: Trust Receipts

The resulting list will show the total accumulated trust receipts for the matter since the beginning of the financial year, helping you determine whether TAF should be applied.

Please be assured that if a mistake is made it is easily corrected by reversing the TAF charged in the client/matter Disbursement ledger.

Additionally, the Trust Administration Fee Report continues to provide an accurate record of all trust receipts that were or were not charged TAF within your reporting period.

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Our Commitment to You

Dye & Durham is committed to helping BC customers navigate regulatory changes with confidence. If you need support in configuring Unity Accounting, reviewing your workflows, or understanding how this rule affects your practice, our customer support team is ready to assist.