Re: Tax Updates | Montreal Client 168336 Anna Jeffery

Hi

Hope all is well. Please see attached. I was not sure what to put for the
grouping section. If someone would be able to help me that would be great.
The business justification would be to ensure Nova Scotia receives the
sales tax collected for their providence. Thank you

On Wed, Jul 9, 2025 at 2:25 PM <marykatherine.cope@thekey.com> wrote:

> Hi Frank and Michael,
>
>
>
> Ultimately, our goal is to minimize the number of GL accounts added to the
> chart of accounts; however, I agree creating *two* new GL account is
> necessary to support the process and improve reporting, so comfortable
> approving the request.
>
>
>
> That said, @Michael Jichetti <michael.jichetti@thekey.com>, please
> formally submit the request (see attached form) by noting the proposed GL
> account numbers and names, along with the business justification in body of
> the email. You’re welcome to include it in response to this email, as long
> as it's clearly documented for our records. Troy and I will review and
> evaluate the request accordingly.
>
>
>
> Please ensure the new GL accounts are grouped with similar accounts, so it
> rolls up appropriately in the financials. The account should either be a
> new number not previously used or a repurposed account that has not been
> utilized in the past fiscal year.
>
>
>
> **My assumption is the HST 5% will be coded to 230102 GST/HST Payable.
> @Michael Jichetti <michael.jichetti@thekey.com> – Do you see that as an
> issue for reporting purposes?**
>
>
>
> One additional follow up question, was is decided to create a Nova Scotia
> location under 48 - Home Care Assistance (Montreal) Inc. Subsidiary?
>
>
>
> Let me know if you have any questions.
>
>
>
> Thank you,
>
> *Katherine Cope*
>
> Senior Manager, Accounting | *TheKey*
>
> Mobile: 865.789.4301
>
>
>
> *From:* Frank Liu <fliu@thekey.com>
> *Sent:* Wednesday, July 9, 2025 1:25 PM
> *To:* marykatherine.cope@thekey.com
> *Cc:* Troy Riha <troy.riha@thekey.com>; Natalie Cahoone <
> natalie.cahoone@thekey.com>; Michael Jichetti <michael.jichetti@thekey.com>;
> Kristy Poyner <kristy.poyner@thekey.com>; Katherine Cope <
> katherine.cope@thekey.com>; Emily Penne <epenne@appwrap.com>;
> eclark@thekey.com; Cheryl Cartwright <ccartwright@thekey.com>; Joey
> Taylor <joey.taylor@thekey.com>; Timothy Thomas <tt@thekey.com>; Michelle
> Schefter <michelle.kenaga@thekey.com>; Chakera Dixon <cdixon@thekey.com>;
> Amy Konke <amy.konke@thekey.com>
> *Subject:* Re: Tax Updates | Montreal Client 168336 Anna Jeffery
>
>
>
> Katherine,
>
> I believe it needs to be a new/separate GL account rather than
> existing one.
>
>
>
> -Frank
>
>
>
> On Wed, Jul 9, 2025 at 6:20 AM <marykatherine.cope@thekey.com> wrote:
>
> Hi Troy,
>
>
>
> I will defer to @Michael Jichetti <michael.jichetti@thekey.com> on if we
> should use the existing GL account or if we need to create a new GL account?
>
>
>
> *Katherine Cope*
>
> Senior Manager, Accounting | *TheKey*
>
> Mobile: 865.789.4301
>
>
>
> *From:* Troy Riha <troy.riha@thekey.com>
> *Sent:* Wednesday, July 9, 2025 12:14 AM
> *To:* Frank Liu <fliu@thekey.com>; Natalie Cahoone <
> natalie.cahoone@thekey.com>
> *Cc:* Kristy Poyner <kristy.poyner@thekey.com>; Michael Jichetti <
> michael.jichetti@thekey.com>; Katherine Cope <katherine.cope@thekey.com>;
> Emily Penne <epenne@appwrap.com>; eclark@thekey.com; Cheryl Cartwright <
> ccartwright@thekey.com>; Joey Taylor <joey.taylor@thekey.com>; Timothy
> Thomas <tt@thekey.com>; marykatherine.cope@thekey.com; Michelle Schefter <
> michelle.kenaga@thekey.com>; Chakera Dixon <cdixon@thekey.com>; Amy Konke
> <amy.konke@thekey.com>
> *Subject:* Re: Tax Updates | Montreal Client 168336 Anna Jeffery
>
>
>
> @Frank Liu <fliu@thekey.com> the tax code was created as 14% or 15%?
>  The 5% and 9% is correct but you mentioned 15% so just double checking.
>
>
>
> @Katherine Cope <katherine.cope@thekey.com> @Natalie Cahoone
> <natalie.cahoone@thekey.com> can you confirm the account number that
> should be assigned?
>
>
>
>
>
>
>
> On Tue, Jul 8, 2025 at 11:57 AM Frank Liu <fliu@thekey.com> wrote:
>
> Kristy,
>
> CA-PST-NS for 15% ( 5% GST + 9% PST ) has been created.  Please let me
> know if you have any issues using this code now.
>
>
>
> Micheal/Finance team,
>
> Reminder that these accounts need to be assigned when you get a chance.
>
>
>
> On Tue, Jul 8, 2025 at 11:06 AM Frank Liu <fliu@thekey.com> wrote:
>
> Hi Kristy,
>
> It will be setup today.   -Frank
>
>
>
> On Tue, Jul 8, 2025 at 10:30 AM Kristy Poyner <kristy.poyner@thekey.com>
> wrote:
>
> Hi Team,
>
>
>
> Following up on this thread. @Frank Liu <fliu@thekey.com> is the tax code
> ready in production so we may apply it to the clients current open invoices?
>
>
>
> Thank you,
>
> *Kristy Poyner*
>
> Billing Manager
>
>
>
> *Upcoming Time Off:*
>
> July 4th, 2025
>
>
>
> <http://www.thekey.com/>
>
>
> ------------------------------
>
> *From:* Troy Riha <troy.riha@thekey.com>
> *Sent:* Thursday, July 3, 2025 4:16 PM
> *To:* Michael Jichetti <michael.jichetti@thekey.com>
> *Cc:* Frank Liu <fliu@thekey.com>; Kristy Poyner <kristy.poyner@thekey.com>;
> Katherine Cope <katherine.cope@thekey.com>; Emily Penne <
> epenne@appwrap.com>; eclark@thekey.com <eclark@thekey.com>; Cheryl
> Cartwright <ccartwright@thekey.com>; Joey Taylor <joey.taylor@thekey.com>;
> Timothy Thomas <tt@thekey.com>; marykatherine.cope@thekey.com <
> marykatherine.cope@thekey.com>; Michelle Schefter <
> michelle.kenaga@thekey.com>; Chakera Dixon <cdixon@thekey.com>; Amy Konke
> <amy.konke@thekey.com>
> *Subject:* Re: Tax Updates | Montreal Client 168336 Anna Jeffery
>
>
>
> Sounds like we have a plan forward to address this 1 customer.  We can
> definitely look for a more permanent solution, which would be either
> updating the workflow to look for client level tax information or add new
> locations in Wellsky and NetSuite, although would prefer to have visibility
> to a need for a permanent in case this 1 customer is temporary and a
> one-off.
>
>
>
> @Frank Liu <fliu@thekey.com> please proceed with creating the tax code in
> production, work with accounting as needed eg account numbering
>
>
>
> On Wed, Jul 2, 2025 at 9:14 AM Michael Jichetti <
> michael.jichetti@thekey.com> wrote:
>
> Hi
>
>
>
> Yes we can definitely do that and just delete the Nova but as to
> Elizabeth's point we ultimately would like to come up with a
> permanent solution especially if we start growing in Nova. Appreciate your
> help. Thank you
>
>
>
> On Wed, Jul 2, 2025 at 12:10 PM Frank Liu <fliu@thekey.com> wrote:
>
> Michael,
>
> If you run the PST by Sales Detail ( instead of summary ), you can see the
> new tax code for Nova Scotia  (PST_NS_9) that you can filter out these
> invoices/lines that are charged to that tax code.
>
>
>
> Will that work to allow you pull these out specifically for Nova Scotia?
>
>
>
> Also, another task needed is to assign GL accounts to both PST Expenses NS
> and PST Payable NS in the GL setup.
>
>
>
> -Frank
>
>
>
> On Tue, Jul 1, 2025 at 5:15 PM Michael Jichetti <
> michael.jichetti@thekey.com> wrote:
>
> Hi
>
>
>
> Attached is what we run for Canadian sales tax returns. According to our
> conversation with the team today I would assume that Jeffreys is showing up
> somewhere in this file. If that is not going to be the case going forward
> then that is fine. Thank you
>
>
>
> On Tue, Jul 1, 2025 at 7:19 PM Troy Riha <troy.riha@thekey.com> wrote:
>
> Michael would you be able to help clarify where it would show up as
> Montreal?  Are you talking about a tax report?  If so, can you advise so
> and we can try to test.  In the below we can see that the Novia Scotia tax
> $40.50 is captured in a specific account "PST NS payable a/c".
>
>
>
>
>
>
>
> On Tue, Jul 1, 2025 at 4:02 PM Michael Jichetti <
> michael.jichetti@thekey.com> wrote:
>
> Hi
>
>
>
> Yes the rates are correct but apologies if I am missing how do we know its
> not going to show up as part of Montreal. Thank you
>
>
>
> On Tue, Jul 1, 2025 at 6:45 PM Kristy Poyner <kristy.poyner@thekey.com>
> wrote:
>
> This looks good from a billing perspective.
>
>
>
> @Michael Jichetti <michael.jichetti@thekey.com> and @Katherine Cope
> <katherine.cope@thekey.com> Does this accomplish what it needs to from a
> GL and tax reporting perspective?
>
>
>
>
>
> Thank you,
>
> *Kristy Poyner*
>
> Billing Manager
>
>
>
> *Upcoming Time Off:*
>
> July 4th, 2025
>
>
>
> <http://www.thekey.com/>
>
>
> ------------------------------
>
> *From:* Frank Liu <fliu@thekey.com>
> *Sent:* Tuesday, July 1, 2025 4:48 PM
> *To:* Michael Jichetti <michael.jichetti@thekey.com>
> *Cc:* Emily Penne <epenne@appwrap.com>; eclark@thekey.com <
> eclark@thekey.com>; Troy Riha <troy.riha@thekey.com>; Kristy Poyner <
> kristy.poyner@thekey.com>; Cheryl Cartwright <ccartwright@thekey.com>;
> Joey Taylor <joey.taylor@thekey.com>; Timothy Thomas <tt@thekey.com>;
> marykatherine.cope@thekey.com <marykatherine.cope@thekey.com>; Katherine
> Cope <katherine.cope@thekey.com>; Michelle Schefter <
> michelle.kenaga@thekey.com>; Chakera Dixon <cdixon@thekey.com>; Amy Konke
> <amy.konke@thekey.com>
> *Subject:* Re: Tax Updates | Montreal Client 168336 Anna Jeffery
>
>
>
> Michael, Katherine, Kristy
>
> Can you take a look at GL Impact for this invoice
> <https://3791323-sb2.app.netsuite.com/app/accounting/transactions/custinvc.nl?id=14185165&whence=&cmid=1751405866125_14934>
> in SB2?   Emily had setup the Nexus for NS and then I just created the tax
> group for 9% PST + 5 GST and was able to change it.
>
> *1063949*
>
>
>
> 146244 Anna Jeffrey
>
>
>
> We do have a customization in place to grab the default tax code from the
> location set for this client (Toronto) and therefore the tax code does
> default to the one set for Toronto.  However, it can be overwritten at the
> invoice level from once generated.
>
>
>
> -Frank
>
>
>
>
>
>
>
> On Mon, Jun 30, 2025 at 11:15 AM Frank Liu <fliu@thekey.com> wrote:
>
> Emily,  Michael,
>
> We do not have Nova Scotia setup for Nexuses.  I  think we need to add
> Nexus for Nova Scotia and then add a PST code for 9% for that province.
> And then lastly create a tax group for GST CA_% and the PST 9%.
>
>
>
> We should probably have a quick meeting to discuss if that is the plan to
> proceed with.
>
>
>
> -
>
>
>
> On Mon, Jun 30, 2025 at 10:36 AM Michael Jichetti <
> michael.jichetti@thekey.com> wrote:
>
> The tax rate for Nova Scotia is 9% this would be the PST the HST is 5% so
> the combination would be 14% total. I would think everything would be the
> same except the rates.
>
>
>
> On Mon, Jun 30, 2025 at 1:23 PM Emily Penne <epenne@appwrap.com> wrote:
>
> Hi all,
>
>
> As an interim solution, Troy asked me to create the Nova Scotia tax code
> in NetSuite. However, after rereading this thread I am still not clear on
> the tax rate/GL accounts to use. Can someone please confirm?
>
> From Michael in this thread.
> *as of April 1st 2025 the pst in Nova Scotia went from 10% to 9% the HST
> remains the same at 5% -*
>
>
>
> I am not sure how that translates into a tax code or GL accounts
>
>
>
> For NetSuite context…this is how Quebec is set up..if it is the same for
> Nova Scotia but only % Difference please let me know. We also don’t have a
> PST expense account for Nova Scotia
>
>
>
>
>
>
>
> *From:* eclark@thekey.com <eclark@thekey.com>
> *Sent:* Monday, June 30, 2025 10:14 AM
> *To:* 'Troy Riha' <troy.riha@thekey.com>
> *Cc:* 'Kristy Poyner' <kristy.poyner@thekey.com>; 'Emily Penne' <
> epenne@appwrap.com>; 'Michael Jichetti' <michael.jichetti@thekey.com>;
> 'Cheryl Cartwright' <ccartwright@thekey.com>; 'Joey Taylor' <
> joey.taylor@thekey.com>; 'Timothy Thomas' <tt@thekey.com>;
> marykatherine.cope@thekey.com; 'Frank Liu' <fliu@thekey.com>; 'Katherine
> Cope' <katherine.cope@thekey.com>; 'Michelle Schefter' <
> michelle.kenaga@thekey.com>; 'Chakera Dixon' <cdixon@thekey.com>; 'Amy
> Konke' <amy.konke@thekey.com>
> *Subject:* RE: Tax Updates | Montreal Client 168336 Anna Jeffery
>
>
>
> Thank you, Troy. Ill find time for us to connect on this internally.
>
>
>
>
>
> Kind regards-
>
>
>
> *Elizabeth Clark*
>
> Director | *TheKey*
>
> Mobile: 619.822.4855
>
>
>
>
>
> *From:* Troy Riha <troy.riha@thekey.com>
> *Sent:* Monday, June 30, 2025 10:02 AM
> *To:* eclark@thekey.com
> *Cc:* Kristy Poyner <kristy.poyner@thekey.com>; Emily Penne <
> epenne@appwrap.com>; Michael Jichetti <michael.jichetti@thekey.com>;
> Cheryl Cartwright <ccartwright@thekey.com>; Joey Taylor <
> joey.taylor@thekey.com>; Timothy Thomas <tt@thekey.com>;
> marykatherine.cope@thekey.com; Frank Liu <fliu@thekey.com>; Katherine
> Cope <katherine.cope@thekey.com>; Michelle Schefter <
> michelle.kenaga@thekey.com>; Chakera Dixon <cdixon@thekey.com>; Amy Konke
> <amy.konke@thekey.com>
> *Subject:* Re: Tax Updates | Montreal Client 168336 Anna Jeffery
>
>
>
> To add or change a tax rate is more operational and just a
> configuration update (less than an hour).  To test at client level is a
> small effort as well, and can be done with Emily that will not impact
> the current priorities the development team is focused on.
>
>
>
> On Mon, Jun 30, 2025 at 9:56 AM <eclark@thekey.com> wrote:
>
> Hi All-
>
>
>
> Any enhancements in NS need to be scoped, approved for spend/prioritized,
> then built and deployed and it’s my understanding Appwrap is at capacity.
> Troy- Can you confirm? I know we’ve got CareScout, Valuecare, and AOB ahead
> of this and I want to ensure we’re marching forward in unison.
>
>
>
>
>
> Kind regards-
>
>
>
> *Elizabeth Clark*
>
> Director | *TheKey*
>
> Mobile: 619.822.4855
>
>
>
>
>
> *From:* Kristy Poyner <kristy.poyner@thekey.com>
> *Sent:* Monday, June 30, 2025 9:36 AM
> *To:* Emily Penne <epenne@appwrap.com>; Michael Jichetti <
> michael.jichetti@thekey.com>; Cheryl Cartwright <ccartwright@thekey.com>
> *Cc:* eclark@thekey.com; Joey Taylor <joey.taylor@thekey.com>; Timothy
> Thomas <tt@thekey.com>; marykatherine.cope@thekey.com; Frank Liu <
> fliu@thekey.com>; Troy Riha <troy.riha@thekey.com>; Katherine Cope <
> katherine.cope@thekey.com>; Michelle Schefter <michelle.kenaga@thekey.com>;
> Chakera Dixon <cdixon@thekey.com>; Amy Konke <amy.konke@thekey.com>
> *Subject:* Re: Tax Updates | Montreal Client 168336 Anna Jeffery
>
>
>
> Hi Emily,
>
>
>
> There is not an available tax code in NetSuite that uses the correct
> percentage for PST and HST for us to use in order to add it manually.
>
>
>
> Thank you,
>
> *Kristy Poyner*
>
> Billing Manager
>
>
>
> *Upcoming Time Off:*
>
> July 4th, 2025
>
>
>
> <http://www.thekey.com/>
>
>
> ------------------------------
>
> *From:* Emily Penne <epenne@appwrap.com>
> *Sent:* Monday, June 30, 2025 10:51 AM
> *To:* Kristy Poyner <kristy.poyner@thekey.com>; Michael Jichetti <
> michael.jichetti@thekey.com>; Cheryl Cartwright <ccartwright@thekey.com>
> *Cc:* eclark@thekey.com <eclark@thekey.com>; Joey Taylor <
> joey.taylor@thekey.com>; Timothy Thomas <tt@thekey.com>;
> marykatherine.cope@thekey.com <marykatherine.cope@thekey.com>; Frank Liu <
> fliu@thekey.com>; Troy Riha <troy.riha@thekey.com>; Katherine Cope <
> katherine.cope@thekey.com>; Michelle Schefter <michelle.kenaga@thekey.com>;
> Chakera Dixon <cdixon@thekey.com>; Amy Konke <amy.konke@thekey.com>
> *Subject:* RE: Tax Updates | Montreal Client 168336 Anna Jeffery
>
>
>
> Hi Kristy and Team
>
>
>
> Unfortunately, I had not had the availability to check this yet. Will keep
> you posted as soon as we can. If we are able to manually change the Rate on
> the invoice already generated will that help for now?
>
>
> Thanks
>
> Emily
>
>
>
> *From:* Kristy Poyner <kristy.poyner@thekey.com>
> *Sent:* Monday, June 30, 2025 8:38 AM
> *To:* Emily Penne <epenne@appwrap.com>; Michael Jichetti <
> michael.jichetti@thekey.com>; Cheryl Cartwright <ccartwright@thekey.com>
> *Cc:* eclark@thekey.com; Joey Taylor <joey.taylor@thekey.com>; Timothy
> Thomas <tt@thekey.com>; marykatherine.cope@thekey.com; Frank Liu <
> fliu@thekey.com>; Troy Riha <troy.riha@thekey.com>; Katherine Cope <
> katherine.cope@thekey.com>; Michelle Schefter <michelle.kenaga@thekey.com>;
> Chakera Dixon <cdixon@thekey.com>; Amy Konke <amy.konke@thekey.com>
> *Subject:* Re: Tax Updates | Montreal Client 168336 Anna Jeffery
>
>
>
> Hi Team,
>
>
>
> Unfortunately, Anna Jeffery has already started receiving services. We are
> currently holding her first invoice from the Montreal location while we
> work on resolving this tax issue.
>
>
>
> @Emily Penne <epenne@appwrap.com> Were you able to find a way to set this
> tax at the client level?
>
>
>
>
>
> Thank you,
>
> *Kristy Poyner*
>
> Billing Manager
>
>
>
> *Upcoming Time Off:*
>
> July 4th, 2025
>
>
>
> <http://www.thekey.com/>
>
>
> ------------------------------
>
> *From:* Emily Penne <epenne@appwrap.com>
> *Sent:* Friday, June 27, 2025 11:03 AM
> *To:* Michael Jichetti <michael.jichetti@thekey.com>; Cheryl Cartwright <
> ccartwright@thekey.com>
> *Cc:* eclark@thekey.com <eclark@thekey.com>; Joey Taylor <
> joey.taylor@thekey.com>; Timothy Thomas <tt@thekey.com>;
> marykatherine.cope@thekey.com <marykatherine.cope@thekey.com>; Kristy
> Poyner <kristy.poyner@thekey.com>; Frank Liu <fliu@thekey.com>; Troy Riha
> <troy.riha@thekey.com>; Katherine Cope <katherine.cope@thekey.com>;
> Michelle Schefter <michelle.kenaga@thekey.com>; Chakera Dixon <
> cdixon@thekey.com>; Amy Konke <amy.konke@thekey.com>
> *Subject:* RE: Tax Updates | Montreal Client 168336 Anna Jeffery
>
>
>
> Hi everyone, I will also take a look at our current configurations for tax
> as we may still be able to set the default rate on the client account.
> Thanks!
>
>
>
> *From:* Michael Jichetti <michael.jichetti@thekey.com>
> *Sent:* Friday, June 27, 2025 8:10 AM
> *To:* Cheryl Cartwright <ccartwright@thekey.com>
> *Cc:* eclark@thekey.com; Joey Taylor <joey.taylor@thekey.com>; Timothy
> Thomas <tt@thekey.com>; marykatherine.cope@thekey.com; Kristy Poyner <
> kristy.poyner@thekey.com>; Frank Liu <fliu@thekey.com>; Troy Riha <
> troy.riha@thekey.com>; Katherine Cope <katherine.cope@thekey.com>; Emily
> Penne <epenne@appwrap.com>; Michelle Schefter <michelle.kenaga@thekey.com>;
> Chakera Dixon <cdixon@thekey.com>; Amy Konke <amy.konke@thekey.com>
> *Subject:* Re: Tax Updates | Montreal Client 168336 Anna Jeffery
>
>
>
> Please note if billing for anything before April 1st 2025 it needs to be
> the old rates.
>
>
>
> On Fri, Jun 27, 2025 at 11:08 AM Michael Jichetti <
> michael.jichetti@thekey.com> wrote:
>
> Yes my apologies as of April 1st 2025 the pst in Nova Scotia went from 10%
> to 9% the HST remains the same at 5%
>
>
>
> On Fri, Jun 27, 2025 at 10:55 AM Cheryl Cartwright <ccartwright@thekey.com>
> wrote:
>
> The tax rate for Nova Scotia is 14% not 15%
>
>
>
> On Fri, Jun 27, 2025 at 11:45 AM <eclark@thekey.com> wrote:
>
> Hi All
>
>
>
> Taxes are configured at a location level in NS. Since we do not have a
> location for Nova Scotia today, we would either need one created in both CC
> and NetSuite, or we’d need an enhancement in NetSuite to put tax
> configuration overrides on the customer. We should consider trying to find
> a way around this that’s both legal and ethical. The Jefferys are
> consistently past due upwards of $100k once a quarter and it takes a lot of
> effort to get them to pay, they pay, but it’s a lot of work. We should
> prefer not to upset the relationship by agreeing to manual processes with
> that kind of spend, or invest in more manual work for them alone.
>
>
>
> Tim- Thoughts?
>
>
>
> Kind regards-
>
>
>
> *Elizabeth Clark*
>
> Director | *TheKey*
>
> Mobile: 619.822.4855
>
>
>
>
>
> *From:* Michael Jichetti <michael.jichetti@thekey.com>
> *Sent:* Friday, June 27, 2025 7:34 AM
> *To:* Joey Taylor <joey.taylor@thekey.com>
> *Cc:* marykatherine.cope@thekey.com; Kristy Poyner <
> kristy.poyner@thekey.com>; Timothy Thomas <tt@thekey.com>; Elizabeth
> Clark <eclark@thekey.com>; Frank Liu <fliu@thekey.com>; Cheryl Cartwright
> <ccartwright@thekey.com>; Troy Riha <troy.riha@thekey.com>; Katherine
> Cope <katherine.cope@thekey.com>; Emily Penne <epenne@appwrap.com>;
> Michelle Schefter <michelle.kenaga@thekey.com>; Chakera Dixon <
> cdixon@thekey.com>; Amy Konke <amy.konke@thekey.com>
> *Subject:* Re: Tax Updates | Montreal Client 168336 Anna Jeffery
>
>
>
> HST of 5% and a PST of 10% for a combined 15%
>
>
>
> On Fri, Jun 27, 2025 at 10:29 AM Joey Taylor <joey.taylor@thekey.com>
> wrote:
>
> Good Afternoon,
>
> This client is not in Montreal, they are in Nova Scotia. The services are
> being done in Nova Scotia. We would need the Nova Scotia tax rate applied,
> not Montreal.
>
> Thank you,
>
>
>
> On Fri, Jun 27, 2025 at 10:11 AM Michael Jichetti <
> michael.jichetti@thekey.com> wrote:
>
> Hi
>
>
>
> Hope all is well is all. Montreal has a Federal GST of 5% and a
> Provincial QST of 9.975%. Combined it would be a total of 14.98% for
> Montreal. Thank you
>
>
>
> On Fri, Jun 27, 2025 at 9:55 AM <marykatherine.cope@thekey.com> wrote:
>
> Adding Michael Jichetti to see if he can advise on the standard tax rate
> used for Montreal.
>
>
>
> Adding Emily Penne from AppWrap to see if she can advise on the question
> related to adding the tax rate and tax IDs for this providence to
> NetSuite.
>
>
>
> *Katherine Cope*
>
> Senior Manager, Accounting | *TheKey*
>
> Mobile: 865.789.4301
>
>
>
> *From:* Kristy Poyner <kristy.poyner@thekey.com>
> *Sent:* Thursday, June 26, 2025 5:57 PM
> *To:* 'Timothy Thomas' <tt@thekey.com>; Elizabeth Clark <eclark@thekey.com>;
> Frank Liu <fliu@thekey.com>; 'Cheryl Cartwright' <ccartwright@thekey.com>;
> Troy Riha <troy.riha@thekey.com>; 'Katherine Cope' <
> katherine.cope@thekey.com>
> *Cc:* 'Joey Taylor' <joey.taylor@thekey.com>; Michelle Schefter <
> michelle.kenaga@thekey.com>; Chakera Dixon <cdixon@thekey.com>; Amy Konke
> <amy.konke@thekey.com>
> *Subject:* Tax Updates | Montreal Client 168336 Anna Jeffery
>
>
>
> Hi Team,
>
>
>
> Joey reached out regarding client 168336 Anna Jeffery now receiving
> services from the Montreal office that is needing to bill the Nova Scotia
> tax rate rather than the standard tax rate used for Montreal. Can anyone
> assist with advising how we would go about identifying the tax rate and tax
> IDs for this providence and adding them to NetSuite?
>
>
>
> Thank you,
>
> *Kristy Poyner*
>
> Billing Manager
>
>
>
> *Upcoming Time Off:*
>
> July 4th, 2025
>
>
>
> <http://www.thekey.com/>
>
>
>
>
>
>
> --
>
> *Michael Jichetti*
>
> Head of Tax
>
> Email: Michael.Jichetti@thekey.com
>
>
>
> [image: Image removed by sender. TheKey] <https://homecareassistance.com/>
>
>
>
>
> --
>
> *Joey Taylor*
>
> *Directeur Général/General Manager*
>
> 514-907-5065
>
> *TheKey.ca*   <https://thekey.ca/>
>
> [image: Image removed by sender. TheKey]
>
>
>
>
> --
>
> *Michael Jichetti*
>
> Head of Tax
>
> Email: Michael.Jichetti@thekey.com
>
>
>
> [image: Image removed by sender. TheKey] <https://homecareassistance.com/>
>
>
>
>
> --
>
> *Michael Jichetti*
>
> Head of Tax
>
> Email: Michael.Jichetti@thekey.com
>
>
>
> [image: Image removed by sender. TheKey] <https://homecareassistance.com/>
>
>
>
>
> --
>
> *Michael Jichetti*
>
> Head of Tax
>
> Email: Michael.Jichetti@thekey.com
>
>
>
> [image: Image removed by sender. TheKey] <https://homecareassistance.com/>
>
>
> *Confidentiality Notice:** This email and any files transmitted with it
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> error, please notify the sender immediately and delete this email from your
> system. Please do not copy, use, forward, or disclose any part of this
> communication to others. Unauthorized use, disclosure, or distribution of
> this communication is strictly prohibited. Thank you for your cooperation.*
>
>
> *Confidentiality Notice:** This email and any files transmitted with it
> are confidential and intended solely for the use of the individual or
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> error, please notify the sender immediately and delete this email from your
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>
>
> *Confidentiality Notice:** This email and any files transmitted with it
> are confidential and intended solely for the use of the individual or
> entity to whom they are addressed. If you have received this email in
> error, please notify the sender immediately and delete this email from your
> system. Please do not copy, use, forward, or disclose any part of this
> communication to others. Unauthorized use, disclosure, or distribution of
> this communication is strictly prohibited. Thank you for your cooperation.*
>
>
>
>
> --
>
> *Michael Jichetti*
>
> Head of Tax
>
> Email: Michael.Jichetti@thekey.com
>
>
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
>
> --
>
> *Frank Liu *
>
> *Please note my email has changed: *
>
> fliu@thekey.com <https://brand.thekey.com/esg/fliu@thekey.com>
>
> +1-650-996-9107
>
> *TheKey.com <https://www.thekey.com/>*
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
>
> --
>
> *Frank Liu *
>
> *Please note my email has changed: *
>
> fliu@thekey.com <https://brand.thekey.com/esg/fliu@thekey.com>
>
> +1-650-996-9107
>
> *TheKey.com <https://www.thekey.com/>*
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
>
> --
>
> *Michael Jichetti*
>
> Head of Tax
>
> Email: Michael.Jichetti@thekey.com
>
>
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
>
> --
>
> *Michael Jichetti*
>
> Head of Tax
>
> Email: Michael.Jichetti@thekey.com
>
>
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
>
> --
>
> *Frank Liu *
>
> *Please note my email has changed: *
>
> fliu@thekey.com <https://brand.thekey.com/esg/fliu@thekey.com>
>
> +1-650-996-9107
>
> *TheKey.com <https://www.thekey.com/>*
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
>
> --
>
> *Michael Jichetti*
>
> Head of Tax
>
> Email: Michael.Jichetti@thekey.com
>
>
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
>
> --
>
> *Frank Liu *
>
> *Please note my email has changed: *
>
> fliu@thekey.com <https://brand.thekey.com/esg/fliu@thekey.com>
>
> +1-650-996-9107
>
> *TheKey.com <https://www.thekey.com/>*
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
>
> --
>
> *Frank Liu *
>
> *Please note my email has changed: *
>
> fliu@thekey.com <https://brand.thekey.com/esg/fliu@thekey.com>
>
> +1-650-996-9107
>
> *TheKey.com <https://www.thekey.com/>*
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
>
>
>
> --
>
> *Frank Liu *
>
> *Please note my email has changed: *
>
> fliu@thekey.com <https://brand.thekey.com/esg/fliu@thekey.com>
>
> +1-650-996-9107
>
> *TheKey.com <https://www.thekey.com/>*
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>


-- 

*Michael Jichetti*

Head of Tax

Email: Michael.Jichetti@thekey.com



[image: TheKey] <https://homecareassistance.com/>