This is a multipart message in MIME format. ------=_NextPart_000_0010_01DA00D4.8CDE3310 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0011_01DA00D4.8CDE3310" ------=_NextPart_001_0011_01DA00D4.8CDE3310 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Elizabeth, =20 This looks good on my end. =20 Thank you, =20 Brian =20 From: eclark@thekey.com =20 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' = ; 'Timothy Thomas' ; 'Steve Koyanagi' = Cc: 'Laszlo Kovacs' ; 'Natalie Cahoone' = Subject: Canada Tax Requirements /Winnipeg East Importance: High =20 Hello Everyone, =20 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. =20 =20 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.=20 =20 =20 Assessment: =20 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.=20 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 =20 Footer on Canada & Tax Amount Displayed: =20 Tax data stored here = https://docs.google.com/spreadsheets/d/1y4aEdg6gssizE26tDly9bcltaVtlmm9xc= qfFCXth808/edit?usp=3Dsharing =20 =20 Kind regards- =20 Elizabeth Clark=20 Director, CI & Transformation Long Term Care Insurance, Onboarding TheKey Office|Cell : 619-822-4855 eclark@thekey.com =20 =20 TheKey.com =20 =20 =20 =09 =20 =20 =20 ------=_NextPart_001_0011_01DA00D4.8CDE3310 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable v\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} <!-- /* Font Definitions */ @font-face {font-family:Wingdings; panose-1:5 0 0 0 0 0 0 0 0 0;} @font-face {font-family:"Cambria Math"; panose-1:2 4 5 3 5 4 6 3 2 4;} @font-face {font-family:Calibri; panose-1:2 15 5 2 2 2 4 3 2 4;} @font-face {font-family:"Calibri Light"; panose-1:2