How to Print an Ontario Levy Report

The Ontario Levy applies only to firms operating in Ontario, Canada. It is a surcharge that is charged by the Upper Canada Law Society.  The levy applies to files that are real estate and civil litigation matters.  The $50.00 value for real estate and the $65.00 value for civil litigation, includes the PST.

To use the Ontario Levy report, create a disbursement code for the levy in the Disbursement Codes screen.  The correct settings for the disbursement code are GST/HST = Y and Tax on Billing selected. The Ontario Levy report produces a list of all client files for which disbursements were entered using one of these two disbursement codes.

Unity® Accounting includes the two default disbursement codes:  OLL – Transaction Levy – Litigation, as a fixed rate of $57.52 and OLR – Transaction Levy – Real Estate, as a fixes rate of $48.67.  These codes can be modified accordingly.

To print an Ontario Levey Report:

1. Click Reports > Other > Ontario Levy. 
2. In the Transactions From and To fields, enter the date range for transactions to include in the report. Normally would be for the remitting quarter. 
3. Enter the Disbursement code used for the Ontario Special Levy. Enter OLL or OLR. 
4. Select View to display the report on screen or select Print to send it to printer.