Re: Tax Requirements Validation- Canada Go-Live Prep

From
Ali Malik <ali.malik@thekey.com>
To
eclark@thekey.com
CC
Steve Koyanagi <skoyanagi@thekey.com>, Frank Liu <fliu@thekey.com>, Timothy Thomas <tt@thekey.com>, Troy Riha <troy.riha@thekey.com>
Date
Thu, 6 Jul 2023 09:48:02 -0400
Folder
INBOX
--000000000000918e2b05ffd1c433 Content-Type: multipart/alternative; boundary="000000000000918e2a05ffd1c432" --000000000000918e2a05ffd1c432 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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=E2=80=AFAM wrote: > @Ali Malik ? > > > > *From:* Steve Koyanagi > *Sent:* Friday, June 30, 2023 9:34 AM > *To:* eclark@thekey.com > *Cc:* Ali Malik ; Frank Liu ; > Timothy Thomas ; Troy Riha > *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=E2=80=AFAM 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 > *Sent:* Friday, June 30, 2023 8:31 AM > *To:* eclark@thekey.com > *Cc:* Ali Malik ; Frank Liu ; > Timothy Thomas ; Troy Riha > *Subject:* Re: Tax Requirements Validation- Canada Go-Live Prep > > > > Thanks; Tim/Ali, please confirm the below is a comprehensive list of taxe= s > being charged to clients in all provinces when you have a moment next wee= k > and we can go from there. > > > > On Fri, Jun 30, 2023 at 5:31=E2=80=AFAM wrote: > > Hi Steve- > > > > What we charge in each province in question is below however, we=E2=80=99= re not > 100% confident this is accurate. Both Tim & Ali are out until Monday so w= e > 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 > *Sent:* Thursday, June 29, 2023 2:24 PM > *To:* eclark@thekey.com > *Cc:* Ali Malik ; Frank Liu ; > Timothy Thomas ; Troy Riha > *Subject:* Re: Tax Requirements Validation- Canada Go-Live Prep > > > > Is there a summary of what taxes (HST/GST/PST/QST) are charged in e

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