RE: Tax Updates | Montreal Client 168336 Anna Jeffery

From
<eclark@thekey.com>
To
"'Kristy Poyner'" <kristy.poyner@thekey.com>, "'Emily Penne'" <epenne@appwrap.com>, "'Michael Jichetti'" <michael.jichetti@thekey.com>, "'Cheryl Cartwright'" <ccartwright@thekey.com>, "'Troy Riha'" <troy.riha@thekey.com>
CC
"'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>
Date
Mon, 30 Jun 2025 09:56:44 -0700
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_0615_01DBE9A5.4A39F6F0 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0616_01DBE9A5.4A3A1E00" ------=_NextPart_001_0616_01DBE9A5.4A3A1E00 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi All- =20 Any enhancements in NS need to be scoped, approved for = spend/prioritized, then built and deployed and it=E2=80=99s my = understanding Appwrap is at capacity. Troy- Can you confirm? I know = we=E2=80=99ve got CareScout, Valuecare, and AOB ahead of this and I want = to ensure we=E2=80=99re marching forward in unison.=20 =20 =20 Kind regards- =20 Elizabeth Clark Director | TheKey Mobile: 619.822.4855 =20 =20 From: Kristy Poyner =20 Sent: Monday, June 30, 2025 9:36 AM To: Emily Penne ; Michael Jichetti = ; Cheryl Cartwright = Cc: eclark@thekey.com; Joey Taylor ; Timothy = Thomas ; marykatherine.cope@thekey.com; Frank Liu = ; Troy Riha ; Katherine Cope = ; Michelle Schefter = ; Chakera Dixon ; Amy = Konke Subject: Re: Tax Updates | Montreal Client 168336 Anna Jeffery =20 Hi Emily, =20 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.=20 =20 Thank you, Kristy Poyner Billing Manager =20 Upcoming Time Off: July 4th, 2025 =20 =20 =20 _____ =20 From: Emily Penne Sent: Monday, June 30, 2025 10:51 AM To: Kristy Poyner ; Michael Jichetti = ; Cheryl Cartwright = Cc: eclark@thekey.com ; Joey Taylor = ; Timothy Thomas ; = marykatherine.cope@thekey.com ; Frank Liu = ; Troy Riha ; Katherine Cope = ; Michelle Schefter = ; Chakera Dixon ; Amy = Konke Subject: RE: Tax Updates | Montreal Client 168336 Anna Jeffery=20 =20 Hi Kristy and Team =20 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=20 =20 From: Kristy Poyner = kristy.poyner@thekey.com>=20 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 =20 Hi Team, =20 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. =20 @Emily Penne Were you able to find a way to = set this tax at the client level? =20 =20 Thank you, Kristy Poyner Billing Manager =20 Upcoming Time Off: July 4th, 2025 =20 =20 

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