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Record a Trust Administration Fee (TAF) Payment (BC)

In This Article…
Note

This article will walk you through how to record payment of your Trust Administration Fees using our TAF feature. If you chose to track your TAFs using Accounts Payable instead, follow these steps.

Recording Payment

  1. From the left navigation panel, click Matters.
  2. From the toolbar atop the Matters screen, click Action > Trust Admin Fee > Pay.
    The Pay Trust Admin fee screen opens, displaying the current quarter’s TAFs in a grid.
  3. To change the criteria, to the right of the grid in the black panel, click the magnifying glass icon.
  4. On the Filter panel, apply your desired filters.
  5. Check the boxes beside the TAFs you want to pay.
  6. In the lower right corner, click Next.
  7. On the Provide Payment Details screen, use the drop-down to complete the fields.
Bank
  • Confirm the account from which the levy will be paid.
  • If paying by credit card, select the credit bank.
Amount
  • Total fees to be paid 
GST %
  • GST applied
Date
  • Payment date
Transaction Type
  • Cheque
  • Wire/ACH-Out (electronic payment)
Transaction Method
  • Applicable payment method
  • For example, Electronic Funds Transfer corresponds to transaction type Wire/ACH-Out
Payee
  • The entity to which the cheque must be written, such as Law Society of Ontario 
Ref #
  • If your transaction type is cheque and you are choosing not to print the cheque, enter the cheque number here.
Memo
  • For easy future reference 

  1. In the lower right corner, click Next.
    The system prompts you to review the payment summary.
  2. In the lower right corner, click Pay.
    The system marks the TAFs as paid and adds a transaction to the bank account you selected. If this was a cheque transaction, you can print your check.
Updated on March 31, 2022

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