Re: FW: Canada Tax Requirements /Winnipeg East
- From
- Alyson Rohane <alyson.rohane@thekey.com>
- To
- Timothy Thomas <tt@thekey.com>
- CC
- Kristy Poyner <kristy.poyner@thekey.com>, Michelle Kenaga <michelle.kenaga@thekey.com>, Frank Liu <fliu@thekey.com>, Elizabeth Clark <eclark@thekey.com>, Laszlo Kovacs <laszlo.kovacs@thekey.com>
- Date
- Wed, 6 Dec 2023 10:20:41 -0800
- Folder
- INBOX
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Good afternoon, Tim - Thank you for confirming. Does the mockup below have the correct tax abbreviations in both locations? [image: image.png] On Wed, Dec 6, 2023 at 6:40 AM Timothy Thomas <tt@thekey.com> wrote: > Hi Alyson, > > After researching a bit more, Renee is partially correct. > > GST / TPS = Federal tax which is 5% > QST / TVQ = Quebec (Provincial) Tax which is 9.975% > > Sorry for the confusion. > > As for the invoice language, I would prefer the client select their > preference by checking the box. > > Thanks! > Tim > > On Tue, Dec 5, 2023 at 8:11 PM Alyson Rohane <alyson.rohane@thekey.com> > wrote: > >> Good afternoon, Tim - >> >> I hope your week is going well! >> >> We wanted to touch base with you before proceeding with updating the tax >> abbreviations for the French PDF invoices. The mock up (screenshot below) >> was the one you previously approved. In Renee's email highlighted below, >> she is stating that the abbreviations are not correct. Are you able to >> provide some insight/clarity on this? We want to get this finalized to move >> forward with updating/testing. >> >> Additionally, we would like your feedback on the French PDF process for >> Montreal. Would you prefer that all invoices sent under Montreal have the >> French *and* English PDF attached? Or either one of the other based on >> the client's preference? There is a checkbox option on the client's setup >> page to send a French invoice and if it is not checked, the client will >> receive an English invoice. >> >> We appreciate your help and thank you in advance! >> >> [image: image.png] >> >> On Wed, Nov 29, 2023 at 11:30 AM Ip, Renee <reneeip@kpmg.ca> wrote: >> >>> Hi All, >>> >>> >>> >>> Let me clarify. >>> >>> >>> >>> PST is provincial sales tax and French version TPS – this is only >>> applicable to BC, Manitoba and Saskatchewan where they is PST. >>> >>> QST is Quebec sales tax and French version TVQ – this is only applicable >>> to Quebec. >>> >>> GST/HST is the federal tax. >>> >>> >>> >>> In additional to the above, there’s a few errors noted on your invoice. >>> First section. >>> >>> - PST/TPS, the tax charged here is 9.975% so is QST for 4.99 >>> - For 2.50 that’s GST but the general term used for federal tax >>> *GST/HST* and not QST nor PST. >>> >>> >>> >>> >>> >>> Second part. >>> >>> - It’s been updated with the same wording which I think is an error >>> on your side. That said, highlighted is the GST/HST # not QST/TQV/HST#. >>> This is mix of QST and HST which is incorrect. The second number to be QST >>> looks fine. >>> >>> >>> >>> >>> >>> Hope this help. If additional review is required from us, we will have >>> to get fees approved to bill based on time spent. >>> >>> >>> >>> Thank you! >>> >>> >>> >>> *Renee Ip * >>> >>> Senior Manager, Indirect Tax >>> >>> KPMG LLP >>> >>> >>> >>> Vaughan Metropolitan Centre >>> >>> 100 New Park Place, Suite 1400 >>> >>> Vaughan, ON L4K 0J3 >>> >>> Tel: 416-228-7027 >>> >>> Fax: 905-265-6390 >>> >>> Reneeip@kpmg.ca >>> >>> >>> >>> *Any advice herein is based on the facts provided to us and on current >>> tax law including judicial and administrative interpretation. Tax law is >>> subject to continual change, at times on a retroactive basis and may result >>> in incremental taxes, interest or penalties. Should the facts provided to >>> us be incorrect or incomplete or should the law or its interpretation >>> change, our advice may be inappropriate. We are not responsible for >>> updating our advice for changes in law or interpretation after the date >>> hereof.* >>> >>> *Québec announced through its November 10, 2017 economic plan that it >>> intends to introduce legislation that will prohibit a taxpayer who has >>> carried out a transaction, or series of transactions, subject to a Revenu >>> Québec final assessment based on the general anti-avoidance rule from being >>> able to obtain authorization from the Autorité des marchés financiers (AMF) >>> to bid for or obtain public contracts. The taxpayer will be listed in the >>> Register of Enterprises Ineligible for Public Contracts.* >>> >>> *Our advice is limited to the conclusions specifically set forth herein >>> and KPMG expresses no opinion with respect to any other federal, provincial >>> or foreign tax or legal aspect of the transactions described herein. It >>> should be noted that the Canada Revenue Agency and/or the relevant >>> provincial tax authority and/or a foreign tax authority and/or any other >>> governmental tax authority (collectively a Tax or Revenue Authority) could >>> take a different position with respect to these transactions in which case >>> it may be necessary for you to defend this position on appeal from an >>> assessment or litigate the dispute before the courts, including one or more >>> appellate courts, in order for our conclusions to prevail. If a settlement >>> were reached with a Tax or Revenue Authority or if such appeal and >>> litigation were not, or were not entirely, successful, the result would >>> likely be different from the views we express herein. Unless expressly >>> provided for, KPMG’s services do not include representing Client in the >>> event of a challenge by a Tax or Revenue Authority or litigation before any >>> court.* >>> >>> *KPMG's advice is for the sole use of KPMG's client. The advice is >>> based on the specific facts and circumstances and the scope of KPMG’s >>> engagement and is not intended to be relied upon by any other person. KPMG >>> disclaims any responsibility or liability for any reliance that any person >>> other than the client may place on this advice.* >>> >>> >>> >>> *From:* Alyson Rohane <alyson.rohane@thekey.com> >>> *Sent:* Wednesday, November 29, 2023 2:14 PM >>> *To:* Frank Liu <fliu@thekey.com> >>> *Cc:* Timothy Thomas <tt@thekey.com>; michael.jichetti@thekey.com; Ip, >>> Renee <reneeip@kpmg.ca>; daniel.barakat@thekey.com; Steve Koyanagi < >>> skoyanagi@thekey.com>; eclark@thekey.com; Laszlo Kovacs < >>> laszlo.kovacs@thekey.com>; natalie.cahoone@thekey.com >>> *Subject:* Re: FW: Canada Tax Requirements /Winnipeg East [EXTERNAL] >>> >>> >>> >>> Good morning, Frank - >>> >>> >>> >>> Please see the mock up for the tax abbreviations on the invoice that >>> need to be updated and let me know if you need anything else! >>> >>> >>> >>> >>> >>> On Tue, Nov 28, 2023 at 2:12 PM Frank Liu <fliu@thekey.com> wrote: >>> >>> Alyson, >>> >>> There are two areas on the invoice temmplate Is this for both the tax >>> and footer section? Better yet can you update/mockup for what this needs >>> to look like so everyone is aligned. >>> >>> >>> >>> And to confirm, is this only for the Quebec/Montreal agency/location >>> templates? >>> >>> >>> >>> thanks, >>> >>> Frank >>> >>> >>> >>> >>> >>> On Tue, Nov 28, 2023 at 12:21 PM Alyson Rohane <alyson.rohane@thekey.com> >>> wrote: >>> >>> Thank you Tim, Renee & Michael! >>> >>> >>> >>> Hi, Frank - Can we please have the tax abbreviations updated in NetSuite >>> (PST/TPS and QST/TVQ)? >>> >>> >>> >>> On Tue, Nov 28, 2023 at 12:12 PM Timothy Thomas <tt@thekey.com> wrote: >>> >>> I'm good with that option as well. >>> >>> >>> >>> On Tue, Nov 28, 2023 at 2:26 PM Michael Jichetti < >>> michael.jichetti@thekey.com> wrote: >>> >>> Yes I agree with Renee 100%. >>> >>> >>> >>> On Tue, Nov 28, 2023 at 2:20 PM Ip, Renee <reneeip@kpmg.ca> wrote: >>> >>> Hi all - I think is best to use both PST/TPS and QST/TVQ. Thanks! >>> >>> >>> >>> *Renee Ip * >>> >>> Senior Manager, Indirect Tax >>> >>> KPMG LLP >>> >>> >>> >>> Vaughan Metropolitan Centre >>> >>> 100 New Park Place, Suite 1400 >>> >>> Vaughan, ON L4K 0J3 >>> >>> Tel: 416-228-7027 >>> >>> Fax: 905-265-6390 >>> >>> Reneeip@kpmg.ca >>> >>> >>> >>> *Any advice herein is based on the facts provided to us and on current >>> tax law including judicial and administrative interpretation. Tax law is >>> subject to continual change, at times on a retroactive basis and may result >>> in incremental taxes, interest or penalties. Should the facts provided to >>> us be incorrect or incomplete or should the law or its interpretation >>> change, our advice may be inappropriate. We are not responsible for >>> updating our advice for changes in law or interpretation after the date >>> hereof.* >>> >>> *Québec announced through its November 10, 2017 economic plan that it >>> intends to introduce legislation that will prohibit a taxpayer who has >>> carried out a transaction, or series of transactions, subject to a Revenu >>> Québec final assessment based on the general anti-avoidance rule from being >>> able to obtain authorization from the Autorité des marchés financiers (AMF) >>> to bid for or obtain public contracts. The taxpayer will be listed in the >>> Register of Enterprises Ineligible for Public Contracts.* >>> >>> *Our advice is limited to the conclusions specifically set forth herein >>> and KPMG expresses no opinion with respect to any other federal, provincial >>> or foreign tax or legal aspect of the transactions described herein. It >>> should be noted that the Canada Revenue Agency and/or the relevant >>> provincial tax authority and/or a foreign tax authority and/or any other >>> governmental tax authority (collectively a Tax or Revenue Authority) could >>> take a different position with respect to these transactions in which case >>> it may be necessary for you to defend this position on appeal from an >>> assessment or litigate the dispute before the courts, including one or more >>> appellate courts, in order for our conclusions to prevail. If a settlement >>> were reached with a Tax or Revenue Authority or if such appeal and >>> litigation were not, or were not entirely, successful, the result would >>> likely be different from the views we express herein. Unless expressly >>> provided for, KPMG’s services do not include representing Client in the >>> event of a challenge by a Tax or Revenue Authority or litigation before any >>> court.* >>> >>> *KPMG's advice is for the sole use of KPMG's client. The advice is >>> based on the specific facts and circumstances and the scope of KPMG’s >>> engagement and is not intended to be relied upon by any other person. KPMG >>> disclaims any responsibility or liability for any reliance that any person >>> other than the client may place on this advice.* >>> >>> >>> >>> *From:* Timothy Thomas <tt@thekey.com> >>> *Sent:* Tuesday, November 28, 2023 1:25 PM >>> *To:* Alyson Rohane <alyson.rohane@thekey.com> >>> *Cc:* Ip, Renee <reneeip@kpmg.ca>; michael.jichetti@thekey.com; >>> daniel.barakat@thekey.com; Frank Liu <fliu@thekey.com>; Steve Koyanagi < >>> skoyanagi@thekey.com>; eclark@thekey.com; Laszlo Kovacs < >>> laszlo.kovacs@thekey.com>; natalie.cahoone@thekey.com >>> *Subject:* Re: FW: Canada Tax Requirements /Winnipeg East [EXTERNAL] >>> >>> >>> >>> Hi Alyson, >>> >>> >>> >>> Those are the french abbreviations for Quebec sales taxes. >>> >>> >>> >>> TPS (taxe sur les produits et services) >>> >>> TVQ (taxe de vente du Québec) >>> >>> >>> >>> On Tue, Nov 28, 2023 at 12:58 PM Alyson Rohane <alyson.rohane@thekey.com> >>> wrote: >>> >>> Good afternoon, Tim - >>> >>> >>> >>> Circling back to this email where the tax abbreviations were initially >>> finalized. Can you please explain to Michael and Renee why the >>> abbreviations need to be changed (PST to TPS and QST to TVQ)? >>> >>> >>> >>> We are looking to align before moving forward with any updates. Thank >>> you! >>> >>> >>> >>> -- >>> >>> *Alyson Rohane* >>> >>> Senior Continuous Improvement Analyst >>> >>> alyson.rohane@thekey.com >>> >>> [image: Image removed by sender.] >>> >>> >>> >>> *From:* brian.fialko@thekey.com <brian.fialko@thekey.com> >>> *Sent:* Tuesday, October 17, 2023 5:33 AM >>> *To:* eclark@thekey.com; 'Ip, Renee' <reneeip@kpmg.ca>; >>> Michael.Jichetti@thekey.com; daniel.barakat@thekey.com; 'Frank Liu' < >>> fliu@thekey.com>; 'Timothy Thomas' <tt@thekey.com>; 'Steve Koyanagi' < >>> skoyanagi@thekey.com> >>> *Cc:* 'Laszlo Kovacs' <laszlo.kovacs@thekey.com>; 'Natalie Cahoone' < >>> natalie.cahoone@thekey.com> >>> *Subject:* RE: Canada Tax Requirements /Winnipeg East >>> >>> >>> >>> Hi Elizabeth, >>> >>> >>> >>> This looks good on my end. >>> >>> >>> >>> Thank you, >>> >>> >>> >>> Brian >>> >>> >>> >>> *From:* eclark@thekey.com <eclark@thekey.com> >>> *Sent:* Monday, October 16, 2023 6:05 PM >>> *To:* 'Ip, Renee' <reneeip@kpmg.ca>; Michael.Jichetti@thekey.com; >>> brian.fialko@thekey.com; daniel.barakat@thekey.com; 'Frank Liu' < >>> fliu@thekey.com>; 'Timothy Thomas' <tt@thekey.com>; 'Steve Koyanagi' < >>> skoyanagi@thekey.com> >>> *Cc:* 'Laszlo Kovacs' <laszlo.kovacs@thekey.com>; 'Natalie Cahoone' < >>> natalie.cahoone@thekey.com> >>> *Subject:* Canada Tax Requirements /Winnipeg East >>> *Importance:* High >>> >>> >>> >>> Hello Everyone, >>> >>> >>> >>> Thank you for your time on the 13th, to discuss Winnipeg East & align >>> on final requirements. Below are the notes and action items I was able to >>> capture during our time together, please let me know if I missed or >>> misrepresented anything. >>> >>> >>> >>> >>> >>> *Situation:* >>> >>> As we look to integrate Winnipeg to NetSuite, from an Invoice & >>> Collections perspective, we learned we are required to put the Tax Type & >>> ID as a footer on the NetSuite invoice. During this conversation we learned >>> Winnipeg West and Winnipeg East were amalgamated and as a result, that we >>> should not need to build a Winnipeg East location in NetSuite. >>> Additionally, that in 2022 all taxes were filed under Winnipeg West. >>> >>> >>> >>> >>> >>> *Assessment:* >>> >>> >>> >>> There are 3 clients, shown below, booked to Winnipeg East. If the two >>> locations should truly be one, West, these clients should be updated in >>> ClearCare. >>> >>> >>> *Action Items:* >>> >>> - Accounting- Evaluate 2022 invoice totals for these clients to >>> determine if Winnipeg Tax Filing for 2022 needs to be amended. >>> - Tim Thomas- Please email ClearCare support and have Winnipeg East >>> inactivated to prevent future bookings on this location once the above 3 >>> clients are moved to Winnipeg West in ClearCare >>> - Frank/Elizabeth- At go-live, we will only map Winnipeg West >>> location in ClearCare to NS Location # 179 >>> >>> >>> >>> *Footer on Canada & Tax Amount Displayed:* >>> >>> >>> >>> Tax data stored here >>> https://docs.google.com/spreadsheets/d/1y4aEdg6gssizE26tDly9bcltaVtlmm9xcqfFCXth808/edit?usp=sharing >>> <https://urldefense.com/v3/__https:/docs.google.com/spreadsheets/d/1y4aEdg6gssizE26tDly9bcltaVtlmm9xcqfFCXth808/edit?usp=sharing__;!!N8Xdb1VRTUMlZeI!gwg10ku04K1l4P7W7hOTxh3tbWwPfmN7AqDaF8aJPODsLOdZFPnLMWXP4gzPLCQg9hV5rYn6$> >>> >>> >>> >>> >>> >>> Kind regards- >>> >>> >>> >>> Elizabeth Clark >>> >>> *Director, CI & Transformation* >>> >>> *Long Term Care Insurance, Onboarding* >>> >>> *TheKey* >>> >>> Office|Cell : 619-822-4855 >>> >>> eclark@thekey.com >>> >>> >>> >>> *TheKey.com* >>> <https://urldefense.com/v3/__https:/www.thekey.com/__;!!N8Xdb1VRTUMlZeI!gwg10ku04K1l4P7W7hOTxh3tbWwPfmN7AqDaF8aJPODsLOdZFPnLMWXP4gzPLCQg9jD037FL$> >>> >>> >>> >>> [image: TheKey] >>> <https://urldefense.com/v3/__https:/homecareassistance.com/__;!!N8Xdb1VRTUMlZeI!gwg10ku04K1l4P7W7hOTxh3tbWwPfmN7AqDaF8aJPODsLOdZFPnLMWXP4gzPLCQg9pE7Ey66$> >>> >>> >>> >>> >>> >>> >>> >>> >>> >>> >>> >>> >>> >>> >>> >>> >>> >>> -- >>> >>> *Tim Thomas* >>> >>> Head of Canada Division >>> >>> *Please note my email has changed:* >>> >>> tt@TheKey.com <tt@thekey.com> >>> >>> (514) 591-9387 >>> >>> *TheKey.ca* >>> <https://urldefense.com/v3/__https:/www.thekey.ca/__;!!N8Xdb1VRTUMlZeI!gwg10ku04K1l4P7W7hOTxh3tbWwPfmN7AqDaF8aJPODsLOdZFPnLMWXP4gzPLCQg9pS_Y7rF$> >>> >>> [image: Image removed by sender. 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Ensure you trust this >>> sender before clicking on any links or attachments. >>> >>> >>> >> > > -- > Tim Thomas > Head of Canada Division > *Please note my email has changed:* > tt@TheKey.com <tt@thekey.com> > (514) 591-9387 > TheKey.ca <https://www.thekey.ca/> > [image: TheKey] <https://www.thekey.com/> >