Note: This report is only available for Canadian firms with their region set to Ontario. A Trust to General transfer typically occurs when you pay invoices from existing trust funds. In Ontario, every electronic Trust to General transfer requires a completed Form 9A. In CosmoLex, your firm can print a pre-populated Form 9A for signing …
Our software is compliant with the Law Society of Alberta’s (LSA) data gathering requirements for lawyers practicing in its jurisdiction. The Law Society of Alberta’s filing requirements include instructions for completing the electronic data upload.
The Matter Trust Admin Fee Report includes the Matter File Number, Matter Owner/Lawyer, Entry Date, Claim Category, Status, and Fee and GST amounts.
The transaction levy report lists Ontario, Newfoundland & Labrador, and Alberta levies based on specified fee types for specified entry dates.
