Re: Tax Updates | Montreal Client 168336 Anna Jeffery

--000000000000301aa90639775060 Content-Type: multipart/alternative; boundary="000000000000301aa7063977505f" --000000000000301aa7063977505f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable @Frank Liu 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 @Natalie Cahoone can you confirm the account number that should be assigned? On Tue, Jul 8, 2025 at 11:57=E2=80=AFAM Frank Liu 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. > [image: Screenshot_7_8_25__11_55=E2=80=AFAM.jpg] > > On Tue, Jul 8, 2025 at 11:06=E2=80=AFAM Frank Liu wrote= : > >> 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 >>> invoices? >>> >>> 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 >> kristy.poyner@thekey.com>; Katherine Cope ; >>> Emily Penne ; eclark@thekey.com = ; >>> Cheryl Cartwright ; Joey Taylor >> joey.taylor@thekey.com>; Timothy Thomas ; >>> marykatherine.cope@thekey.com ; Michelle >>> Schefter ; 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 n= ew >>> locations in Wellsky and NetSuite, although would prefer to have visibi= lity >>> 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 y= our >>> help. Thank you >>> >>> On Wed, Jul 2, 2025 at 12:10=E2=80=AFPM Frank Liu wro= te: >>> >>> 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 th= ese >>> invoices/lines that are charged to that tax code. >>> >>> Will that work to allow you pull these out specifica