Guide · Tennessee

Why Tennessee accountings get rejected — and how to fix each one

Courts don't reject accountings out of pickiness. A conservator's accounting is how the court protects a person who can't protect their own money — so it gets audited line by line. These are the reasons filings actually bounce in Tennessee, with the authority behind each one.

1. Missing required attachments

Tennessee accountings must arrive as a package: the detailed accounting register for each account, the fiduciary's status report, the ward's latest IRS 1040, the corporate surety statement if bond wasn't waived, and (in Davidson County) a certificate of service. The clerk's guidance is blunt: incomplete accountings will not be accepted.

[T.C.A. §34-1-111(c); Davidson Co. Local Rule 6.02]ClerkProof makes this one structurally impossible — it won't generate a packet that has this problem.

2. The register doesn't reconcile

The accounting register must tie to the bank records and to last period's closing balance. A mismatch anywhere in the chain sends the filing back.

[T.C.A. §34-1-111(c)(1)]ClerkProof makes this one structurally impossible — it won't generate a packet that has this problem.

3. Disbursements without support

Spending from the ward's funds needs receipts or vouchers. The Davidson County Office of Conservatorship Management publishes an accounting guide precisely because so many filings arrive unsupported.

[Davidson Co. OCM accounting guide]ClerkProof makes this one structurally impossible — it won't generate a packet that has this problem.

4. It's late

The first accounting is due just 30 days after the six-month anniversary of your appointment — much sooner than most new conservators expect — and annually after that.

[T.C.A. §34-1-111]ClerkProof counts down every deadline on your dashboard — with the citation — so filing season never sneaks up.

The pattern behind every rejection

Every reason above is the same failure in disguise: the records were reconstructed at filing time instead of kept as the year happened. A shoebox of receipts in month twelve can't prove a penny-exact running balance. The fix isn't working harder in filing season — it's keeping the ledger court-exact all year, five minutes a month.

That's what ClerkProof is

Import bank statements, snap receipts as vouchers, and ClerkProof enforces the court's own rules continuously — the balance equation, the penny-exact carry-forward, the receipt behind every disbursement. When it's filing season, the packet is already correct.

Start ClerkProof — $99/yearCheck your Tennessee deadlines

ClerkProof is a record-keeping tool, not a law firm, and this guide is general information, not legal advice. Court practice varies by county — confirm requirements with your court or an attorney.