Re: Tax Requirements Validation- Canada Go-Live Prep

@Timothy Thomas <tt@thekey.com> Would PST fall under the same category as
QST or would we treat it different. Its the same provincial tax but not
sure if it applies in this scenaio ?

thanks,

On Mon, Jul 10, 2023 at 2:49 PM Timothy Thomas <tt@thekey.com> wrote:

> Wow, that's news to me on the PST / QST.
>
> Can you please confirm what the applicable rates are now for private pay
> clients in each province so that I can prep the ops team.
>
> On Mon, Jul 10, 2023 at 2:46 PM Ali Malik <ali.malik@thekey.com> wrote:
>
>> Hey Steve,
>>
>> Thank you for this update. So the setups we have look to be correct then.
>>
>> All sites are PST exempt besides Montreal (QST+GST) &
>> Toronto/Waterloo/Oakville (HST)
>>
>> And yes , the ops team has a process set in place of waiving tax on
>> clients that receive government funding.
>>
>> Thank you,
>>
>>
>>
>> On Mon, Jul 10, 2023 at 2:41 PM Steve Koyanagi <skoyanagi@thekey.com>
>> wrote:
>>
>>> Confirming that PST should not be collected. In reviewing the list of
>>> taxable services general home care services provided to seniors are not
>>> taxable for PST purposes. Even if the home care services are medical in
>>> nature, they would still not be taxable for PST services.
>>>
>>>
>>> Elizabeth/team, can you provide some background related to tax treatment
>>> when the home care services are government funded (i.e. either the
>>> government pays TheKey for the supply of the services to the individual
>>> seniors or the individual receives funding from the government for the
>>> purpose of acquiring the services from TheKey) as generally speaking they
>>> are exempted from GST/HST and QST purposes.
>>>
>>> Looks like there's a call scheduled later this week so we can discuss
>>> then. Thanks.
>>>
>>> On Fri, Jul 7, 2023 at 9:17 AM Frank Liu <fliu@thekey.com> wrote:
>>>
>>>> Elizabeth,
>>>> We can always adjust the tax rates appropriately once we get the the
>>>> final decision so we can set up with GST 5 for now.  Did we get
>>>> confirmation regarding the footer itself yet?  -Frank
>>>>
>>>> On Thu, Jul 6, 2023 at 6:48 AM Ali Malik <ali.malik@thekey.com> wrote:
>>>>
>>>>> Hey Steve,
>>>>>
>>>>> For 4 sites we are charging the full sales tax in their given
>>>>> province: Toronto, Waterloo, Oakville and Montreal.
>>>>>
>>>>> The remaining 3 sites, we are charging only 5% which appears to be the
>>>>> GST. It looks like the PST is being waived.
>>>>>
>>>>> This is how it was set up under the agency settings for these sites by
>>>>> the owner/operators.
>>>>>
>>>>> We just need to know for those remaining 3 sites, is it a policy that
>>>>> we cannot charge PST due to because we are not providing healthcare
>>>>> services?
>>>>>
>>>>> thank you
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> On Thu, Jul 6, 2023 at 8:46 AM <eclark@thekey.com> wrote:
>>>>>
>>>>>> @Ali Malik <ali.malik@thekey.com>?
>>>>>>
>>>>>>
>>>>>>
>>>>>> *From:* Steve Koyanagi <skoyanagi@thekey.com>
>>>>>> *Sent:* Friday, June 30, 2023 9:34 AM
>>>>>> *To:* eclark@thekey.com
>>>>>> *Cc:* Ali Malik <ali.malik@thekey.com>; Frank Liu <fliu@thekey.com>;
>>>>>> Timothy Thomas <tt@thekey.com>; Troy Riha <troy.riha@thekey.com>
>>>>>> *Subject:* Re: Tax Requirements Validation- Canada Go-Live Prep
>>>>>>
>>>>>>
>>>>>>
>>>>>> Elizabeth, based on the word doc below is what appears we're
>>>>>> charging, which is longer than the list in your email? Can you clarify?
>>>>>>
>>>>>>
>>>>>>
>>>>>> BC - GST 5%
>>>>>>
>>>>>> Winnipeg - GST 5%
>>>>>>
>>>>>> Ontario - GST 13%
>>>>>>
>>>>>> Alberta - GST 5%
>>>>>>
>>>>>> Quebec - GST 5%; QST 9.98%
>>>>>>
>>>>>>
>>>>>>
>>>>>> On Fri, Jun 30, 2023 at 9:25 AM <eclark@thekey.com> wrote:
>>>>>>
>>>>>> Attached are screenshots of what is charged today (from agency
>>>>>> settings), aligns with the below.
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>> Elizabeth Clark
>>>>>>
>>>>>> *Director, CI & Transformation*
>>>>>>
>>>>>> *Long Term Care Insurance, Onboarding*
>>>>>>
>>>>>>
>>>>>>
>>>>>> *TheKey*
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>> *From:* Steve Koyanagi <skoyanagi@thekey.com>
>>>>>> *Sent:* Friday, June 30, 2023 8:31 AM
>>>>>> *To:* eclark@thekey.com
>>>>>> *Cc:* Ali Malik <ali.malik@thekey.com>; Frank Liu <fliu@thekey.com>;
>>>>>> Timothy Thomas <tt@thekey.com>; Troy Riha <troy.riha@thekey.com>
>>>>>> *Subject:* Re: Tax Requirements Validation- Canada Go-Live Prep
>>>>>>
>>>>>>
>>>>>>
>>>>>> Thanks; Tim/Ali, please confirm the below is a comprehensive list of
>>>>>> taxes being charged to clients in all provinces when you have a moment next
>>>>>> week and we can go from there.
>>>>>>
>>>>>>
>>>>>>
>>>>>> On Fri, Jun 30, 2023 at 5:31 AM <eclark@thekey.com> wrote:
>>>>>>
>>>>>> Hi Steve-
>>>>>>
>>>>>>
>>>>>>
>>>>>> What we charge in each province in question is below however, we’re
>>>>>> not 100% confident this is accurate. Both Tim & Ali are out until Monday so
>>>>>> we will have to wait on them to reply with any more context required if
>>>>>> this is not sufficient.
>>>>>>
>>>>>>
>>>>>>
>>>>>>    - *Steve*- Need legal confirmation of alternate agency settings
>>>>>>    below are appropriate from a client taxation perspective.
>>>>>>
>>>>>>
>>>>>>    - Vancouver- Currently only charging GST 5%
>>>>>>       - Calgary- Currently only charging GST 5%
>>>>>>       - Winnipeg- Currently only charging GST 5%
>>>>>>
>>>>>>
>>>>>>
>>>>>> Elizabeth Clark
>>>>>>
>>>>>> *Director, CI & Transformation*
>>>>>>
>>>>>> *Long Term Care Insurance, Onboarding*
>>>>>>
>>>>>>
>>>>>>
>>>>>> *TheKey*
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>> *From:* Steve Koyanagi <skoyanagi@thekey.com>
>>>>>> *Sent:* Thursday, June 29, 2023 2:24 PM
>>>>>> *To:* eclark@thekey.com
>>>>>> *Cc:* Ali Malik <ali.malik@thekey.com>; Frank Liu <fliu@thekey.com>;
>>>>>> Timothy Thomas <tt@thekey.com>; Troy Riha <troy.riha@thekey.com>
>>>>>> *Subject:* Re: Tax Requirements Validation- Canada Go-Live Prep
>>>>>>
>>>>>>
>>>>>>
>>>>>> 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 PM <eclark@thekey.com> wrote:
>>>>>>
>>>>>> Ali and Tim would like formal review and sign off, they’re our
>>>>>> sounding board for all things finance today so I think seeking confirmation
>>>>>> from CAD counsel makes sense here. These settings were configured at the
>>>>>> time of acquisition so they could have been valid then, but arent now, etc.
>>>>>> Thanks for checking.
>>>>>>
>>>>>>
>>>>>>
>>>>>> *From:* Steve Koyanagi <skoyanagi@thekey.com>
>>>>>> *Sent:* Thursday, June 29, 2023 1:13 PM
>>>>>> *To:* eclark@thekey.com
>>>>>> *Cc:* Ali Malik <ali.malik@thekey.com>; Frank Liu <fliu@thekey.com>;
>>>>>> Timothy Thomas <tt@thekey.com>; Troy Riha <troy.riha@thekey.com>
>>>>>> *Subject:* Re: Tax Requirements Validation- Canada Go-Live Prep
>>>>>>
>>>>>>
>>>>>>
>>>>>> Elizabeth, do we have a Canadian finance/accounting vendor that can
>>>>>> answer 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 PM <eclark@thekey.com> 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’ own determination if clients should be charged tax for
>>>>>> all agencies below. If charging tax is required, the “charge tax” button
>>>>>> will be checked on the client record in ClearCare. This triggers taxes from
>>>>>> that 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 hard coded, does not need to change at a client level. Every invoice
>>>>>>    should have this permit number displayed. “Numero AP-2000870”
>>>>>>    - *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 “HST” 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 record in NS before we send our 1st
>>>>>>    NS invoice. Frank & Elizabeth will determine w/Appwrap, the best way to
>>>>>>    make this one-time update.
>>>>>>    - *Frank *to deliver Requirement to Appwrap Oakville/Waterloo-
>>>>>>    HST 13%
>>>>>>    - *Steve*- Need legal confirmation of alternate agency settings
>>>>>>    below are appropriate from a client taxation per