This is a multipart message in MIME format. ------=_NextPart_000_045E_01D9AA8C.ADFBBD40 Content-Type: multipart/alternative; boundary="----=_NextPart_001_045F_01D9AA8C.ADFBE450" ------=_NextPart_001_045F_01D9AA8C.ADFBE450 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Ali and Tim would like formal review and sign off, they=E2=80=99re our = sounding board for all things finance today so I think seeking = confirmation from CAD counsel makes sense here. These settings were = configured at the time of acquisition so they could have been valid = then, but arent now, etc. Thanks for checking. =20 From: Steve Koyanagi =20 Sent: Thursday, June 29, 2023 1:13 PM To: eclark@thekey.com Cc: Ali Malik ; Frank Liu ; = Timothy Thomas ; Troy Riha Subject: Re: Tax Requirements Validation- Canada Go-Live Prep =20 Elizabeth, do we have a Canadian finance/accounting vendor that can = answer the tax related items assigned to me below? If not, I can solicit = advice from our Canadian counsel, but wanted to check if finance has = another vendor we can ask first. =20 Let me know. =20 On Thu, Jun 29, 2023 at 1:09=E2=80=AFPM > wrote: Hello Everyone- =20 Thank you for your time today. Below are the notes and action items from = our call today. =20 Notes: On Boarding:=20 CSM/CSL teams=E2=80=99 own determination if clients should be charged = tax for all agencies below. If charging tax is required, the = =E2=80=9Ccharge tax=E2=80=9D button will be checked on the client record = in ClearCare. This triggers taxes from that point forward only. Should = we need to back bill any client these taxes, CSM/CSL team owns emailing = Billiing@TheKey.Com the request to adjust = past billing.=20 =20 =20 Action Items: * Frank to deliver Requirement to Appwrap for Montreal- Required to = display our Agency Permit on the footer of the invoice. This can be hard = coded, does not need to change at a client level. Every invoice should = have this permit number displayed. =E2=80=9CNumero AP-2000870=E2=80=9D * Frank to deliver Requirement to Appwrap for Montreal- Required to = break out 2 tax types, GST 5% & QST 9.975%, individually under the = sub-total of the invoice. Order of display and example shown below.=20 * Remove =E2=80=9CHST=E2=80=9D verbiage. * This will require an update to the Montreal Invoice Template to have 2 = tax types broken out/calculated separately. =20 Current State Invoice: =20 Future State Placement: =20 * Ali to send list of Montreal Clients we charge tax to today, so we can = update the client record in NS before we send our 1st NS invoice. Frank = & Elizabeth will determine w/Appwrap, the best way to make this one-time = update.=20 * Frank to deliver Requirement to Appwrap Oakville/Waterloo- HST 13%=20 * Steve- Need legal confirmation of alternate agency settings below are = appropriate from a client taxation perspective. * Vancouver- Currently only charging GST 5% * Calgary- Currently only charging GST 5% * Winnipeg- Currently onl