--0000000000001338c2060b3a2bfb Content-Type: multipart/alternative; boundary="0000000000001338c1060b3a2bfa" --0000000000001338c1060b3a2bfa Content-Type: text/plain; charset="UTF-8" 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 > > *From:* brian.fialko@thekey.com > *Sent:* Tuesday, October 17, 2023 5:33 AM > *To:* eclark@thekey.com; 'Ip, Renee' ; > Michael.Jichetti@thekey.com; daniel.barakat@thekey.com; 'Frank Liu' fliu@thekey.com>; 'Timothy Thomas' ; 'Steve Koyanagi' skoyanagi@thekey.com> > *Cc:* 'Laszlo Kovacs' ; '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 > *Sent:* Monday, October 16, 2023 6:05 PM > *To:* 'Ip, Renee' ; Michael.Jichetti@thekey.com; > brian.fialko@thekey.com; daniel.barakat@thekey.com; 'Frank Liu' fliu@thekey.com>; 'Timothy Thomas' ; 'Steve Koyanagi' skoyanagi@thekey.com> > *Cc:* 'Laszlo Kovacs' ; '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/1y4aEdg6gssizE26tDly9bcltaVtlmm9xcqfFCX