Setting
up the Ontario Transaction Levy Surcharge
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In the Client File Parameters screen, there is a field that is identified as Ontario Levy; you must select this field block to use levies in the e-Quinox system
In
the Maintain Disbursement Codes screen,
you must to establish the the Disbursement Code 'LEV'
(ie. the Levy report
looks
for items posted with this code)
The
Maintain Nature Code screen only allows
natures to be flagged as leviable when they are first entered into the
system
How the Transaction Levy Surcharge program works:
The
program looks for matters that are marked as Leviable
It
then looks to see if any Disbursements that attract the Levy have been
posted to the Matter
Once
the Levy is posted, the flag is taken off at the Matter level
A
second Levy will not be posted to the same Matter again