Record Transaction Levy Payment (ON/NL/AB)

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Note

This article will walk you through how to record payment of your Transaction Levies using our Transaction Levy feature. If you chose to track your levies using Accounts Payable instead, follow these steps.

Recording Payment

From the left navigation panel, click Matters.
From the toolbar atop the Matters screen, click Action > Transaction Levy > Pay.
The Pay Transaction Levy screen opens, displaying the current quarter’s levies in a grid.
To change the levy criteria, to the right of the grid in the black panel, click the magnifying glass icon.
On the Filter panel, apply your desired filters.
Check the boxes beside the levies you want to pay.
In the lower right corner, click Next.
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
Date	Payment date
Transaction Type	General accounts will default to Withdrawal. Credit Card Accounts – default to Charge.
Transaction Method	Applicable payment method
Payee	The entity to which the cheque must be written, such as Law Society of Ontario
Ref #	If your transaction method is cheque and you are choosing not to print the cheque, enter the cheque number here.
Memo	For easy future reference

In the lower right corner, click Next.
The system prompts you to review the payment summary.
In the lower right corner, click Pay.
The system marks the levies 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 April 12, 2022

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