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Setting Up The Ontario Transaction Levy Surcharge

  • In the Client File Parameters screen, there is a field that is identified as Ontario Levy; you must select this field block to use levies in the e-Quinox systems
  • In the Maintain Disbursement Codes screen, you must to establish the the Disbursement Code 'LEV' (ie. the Levy report looks for items posted with this code)
  • The Maintain Nature Code screen only allows natures to be flagged as leviable when they are first entered into the system

How the Transaction Levy Surcharge program works:

  • The program looks for matters that are marked as Leviable
  • It then looks to see if any Disbursements that attract the Levy have been posted to the Matter
  • Once the Levy is posted, the flag is taken off at the Matter level
  • A second Levy will not be posted to the same Matter again