Setting up the Ontario Transaction Levy Surcharge

• 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