Transaction Levy Reporting (ON/NL/AB)

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The transaction levy report lists Ontario, Newfoundland & Labrador, and Alberta levies based on specified fee types for specified entry dates. The report includes Matter File #, Matter Owner/Lawyer, Entry Date, Claim Category, Status, and Fee amounts.

To generate this report:

  1. From the left navigation panel, click Matters.
  2. From the toolbar atop the Matters screen, click Action and choose Transaction Levy then Report from the drop-down menu.

The Report Options window will display

  1. Filter by Fee Type
  2. Choose the Entry Date Range
  3. Choose the Print Format
  4. Click Print

Filter by Levy Attributes

On the main matter page, there are filters related to levy type, paid by, and status.

You can then choose which attributes to filter your grid view by, and export those results to PDF, excel or csv

Click here to learn more about using filters and exporting. 

Updated on October 28, 2022

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