Whether you need to submit a TIR to your UST or you need to understand what’s happening across a set of cases, the reports in Trustee Suite will help you keep on top of your caseload.
Repetitive Payees and Claimants
The Repetitive Payees and Claimants report lists your Repetitive Payees and Claimants codes, which can be filled in via the Repetitive Payee List screen.
Report of No Distribution – 1
Learn how to generate the standard "pleading-type" notice on the NDR.
Report of No Distribution – 2
Learn how to generate the added, numbered "pleading lines" along the left side of the page on the NDR.
Submitting Electronic Tax Refund Turnover Requests
Learn how to generate and submit an electronic tax refund turnover request to the IRS.
Submitting IRS Tax Intercept Letters Video
A recording of the November 2021 training class.
Surplus to Debtor and Interest
Learn how to generate the Surplus to Debtor and Interest report, which will assist you in determining if the case is likely to involve a Surplus to Debtor situation.
Tardy NDR Report
Learn how to generate the Tardy NDR Report, which lists cases that either are without a No Distribution Report (NDR) Date or have a NDR date a certain number of days past the Initial Debtor Examination (IDE) Date.
Tasks Report
Learn how to generate the Tasks Report, which shows your task status that you can set up in the 'Tasks' tab of the Case Information screen.
TDR
The TFR report is filed via email once the checks have cleared and bank statements reflect zero balance and have a closed status.
TFR
The TFR report is filed for approval to disburse funds.
Tickler
Learn how to generate the Tickler Report, a reminder report of special dates and/or events in the system.
Timesheet Groups
The Timesheet Groups report lists your Timesheet Groups details, which can be filled in via the Timesheet Group List screen.
Timesheet Reports
Learn how to access and edit the Timesheet Reports, which reveal the Trustee and staff hours you have entered on the Timesheet form.
Uniform Transaction Codes
Learn about Uniform Transaction Codes (UTCs), the seven-digit codes designed to track estate receipts and disbursements.
Unnecessary Bank Accounts
Learn how to define the parameters that determine "Unnecessary Bank Accounts" (i.e., accounts with a zero balance for the last 'x' months).
UST 180 Day Reporting
Learn how to generate UST 180 Day Reports in Trustee Suite.
Wage Claims Pay Vouchers
Learn how to generate Wage Claims Pay Vouchers, which act as “Pay Stubs” for checks created for Wage Claimants listed on the Trustee Suite Distribution feature (Claims).
Wage Claims Worksheet
Learn how to generate the Wage Claims Worksheet, which gives a summary of Wage Claims calculated via the Trustee Suite Distribution feature (Claims).