--00000000000032a2e005ff4b52cb Content-Type: multipart/alternative; boundary="00000000000032a2de05ff4b52ca" --00000000000032a2de05ff4b52ca Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Is there a summary of what taxes (HST/GST/PST/QST) are charged in each province where we operate? It will help simplify the review process for Canadian counsel. If/when taxes are charged, the invoices should include the applicable tax account info. Also note that due to the upcoming holiday there may be a delay in response from Canadian counsel but I'll see how fast we can get it. On Thu, Jun 29, 2023 at 1:21=E2=80=AFPM wrote: > Ali and Tim would like formal review and sign off, they=E2=80=99re our so= unding > board for all things finance today so I think seeking confirmation from C= AD > counsel makes sense here. These settings were configured at the time of > acquisition so they could have been valid then, but arent now, etc. Thank= s > for checking. > > > > *From:* Steve Koyanagi > *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 > > > > Elizabeth, do we have a Canadian finance/accounting vendor that can answe= r > 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. > > > > Let me know. > > > > On Thu, Jun 29, 2023 at 1:09=E2=80=AFPM wrote: > > Hello Everyone- > > > > Thank you for your time today. Below are the notes and action items from > our call today. > > > > *Notes:* > > *On Boarding: * > > 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 th= at > 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. > > > > > > *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 ha= rd > 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. > > > - 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. > > > > Current State Invoice: > > > > Future State Placement: > > > > - *Ali *to send list of Montreal Clients we charge tax to today, so we > can update the client r