Record Transaction Levy Payment (ON/NL/AB)

Note: This article will walk you through how to record payment of your Transaction Levies using our Transaction Levy feature. If you chose to track your levies using Accounts Payable instead, follow these steps.

Recording Payment

1. From the left navigation panel, click Matters.
2. From the toolbar atop the Matters screen, click Action > Transaction Levy.
3. From the buttons atop the Manage Transaction Levy screen, click Pay.
   The Pay Transaction Levy screen opens, displaying the current quarter’s levies in a grid.
4. To change the levy criteria, atop the grid, click Filters (funnel icon).
5. On the Filter panel, apply your desired filters.
6. Check the boxes beside the levies you want to pay.
7. In the upper right corner, click Next.
8. On the Payment Details screen, use the drop-down to complete the fields.

7. In the upper right corner, click Next.
   The system prompts you to review the payment summary.
8. In the lower right corner, click Pay.
   The system marks the levies as paid and adds a transaction to the bank account you selected. If this was a cheque transaction, you can print your check.