Under Setup > Firm Settings > Regional, you can review or change the default settings for handling Trust Admin Fees (TAFs). Note: Our Trust Admin Fee feature only applies to firms in British Columbia.
Under Setup > Firm Settings > Regional, you can review or change the default settings for handling Transaction Levies. Note: Our Transaction Levy feature applies to firms in Ontario, Newfoundland & Labrador, and Alberta.
Canadian users designate their province and configure province-specific settings when starting their application trial. The region-specific accounting rules will automatically apply and can be disabled.
