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Ontario Transaction Levy

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David Thompson Posted: Thu, Jul 27 2006 7:26 PM

The Law Society of Upper Canada (Ontario) requires an insurance levy (referred to as the "Transaction Levy") to be paid in connection with specified activities.  To date we record all leviable events, and then manually post the levy to each file.  Does anyone have any thoughts on how the transaction levy might be automated to occur whenever a disbursement is made in respect of an event to which the levy applies, for example, have the levy recorded whenever a disbursement is made in connection with filing a statement of claim?

David Thompson Advocates LLP London, Ontario
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Good idea for the PCLaw "Wish List"! At this time, you have to remember when you write a cheque for a Statement of Claim or other "Minister of Finance" cheque that triggers the $50 charge, to enter a "Transaction Levy" charge as appropriate.  You can email wishlist@pclaw.com your idea. 
Barbara Brown PCLaw and Time Matters CIC BBLaw Inc. Toronto, ON Canada bblaw@rogers.com Tel: (416) 301-0825
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