Reports
Print Form 9A [Ontario]

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 and dating.

Print Form 9A (Ontario)
reports-canada-specific/print-form-9a-ontario.htm#microcontent1
Export Files for Law Society of Alberta

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.

Export Files for Law Society of Alberta
reports-canada-specific/export-files-for-law-society-of-alberta.htm#microcontent1
Trust Administration Fee (TAF) Reporting [BC]

The Matter Trust Admin Fee Report includes the Matter File Number, Matter Owner/Lawyer, Entry Date, Claim Category, Status, and Fee and GST amounts.

Trust Administration Fee (TAF) Reporting (BC)
reports-canada-specific/trust-administration-fee-taf-reporting-bc.htm#microcontent1
Transaction Levy Reporting [ON/NL/AB]

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.

Transaction Levy Reporting (ON/NL/AB)
reports-canada-specific/transaction-levy-reporting-on-nl-ab.htm#microcontent1