--000000000000abad9906396ed1e9 Content-Type: multipart/alternative; boundary="000000000000abad9806396ed1e8" --000000000000abad9806396ed1e8 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Kristy, It will be setup today. -Frank On Tue, Jul 8, 2025 at 10:30=E2=80=AFAM Kristy Poyner wrote: > Hi Team, > > Following up on this thread. @Frank Liu is the tax code > ready in production so we may apply it to the clients current open invoic= es? > > Thank you, > > *Kristy Poyner* > > Billing Manager > > > > *Upcoming Time Off:* > > July 4th, 2025 > > > > > ------------------------------ > *From:* Troy Riha > *Sent:* Thursday, July 3, 2025 4:16 PM > *To:* Michael Jichetti > *Cc:* Frank Liu ; Kristy Poyner ; > Katherine Cope ; Emily Penne epenne@appwrap.com>; eclark@thekey.com ; Cheryl > Cartwright ; Joey Taylor = ; > Timothy Thomas ; marykatherine.cope@thekey.com marykatherine.cope@thekey.com>; Michelle Schefter michelle.kenaga@thekey.com>; Chakera Dixon ; Amy Konke > > *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 visibili= ty > to a need for a permanent in case this 1 customer is temporary and a > one-off. > > @Frank Liu 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=E2=80=AFAM 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 you= r > help. Thank you > > On Wed, Jul 2, 2025 at 12:10=E2=80=AFPM Frank Liu wrote= : > > Michael, > If you run the PST by Sales Detail ( instead of summary ), you can see th= e > 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 N= S > and PST Payable NS in the GL setup. > > -Frank > > On Tue, Jul 1, 2025 at 5:15=E2=80=AFPM 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=E2=80=AFPM Troy Riha w= rote: > > 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