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 are located in a different province and have different Transaction Levy requirements, you will need to use Accounts Payable (AP) to manage your Transaction Levies.
Recording Payment
- From the left navigation panel, click Matters.
- From the toolbar atop the Matters screen, click Action > Transaction Levy.
- 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. - To change the levy criteria, atop the grid, click Filters (funnel icon).
- On the Filter panel, apply your desired filters.
- Check the boxes beside the levies you want to pay.
- In the upper right corner, click Next.
- On the Payment Details screen, use the drop-down to complete the fields.
Amount |
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Date |
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Bank |
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Transaction Type |
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Transaction Method |
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Payee |
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Ref # |
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Memo |
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- In the upper right corner, click Next.
The system prompts you to review the payment summary. - 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.