Re: Tax Requirements Validation- Canada Go-Live Prep
- From
- Steve Koyanagi <skoyanagi@thekey.com>
- 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>
- Date
- Fri, 30 Jun 2023 09:33:31 -0700
- Folder
- INBOX
--000000000000446a7b05ff5b61fe Content-Type: multipart/alternative; boundary="000000000000446a7a05ff5b61fd" --000000000000446a7a05ff5b61fd Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 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@th
Thread (4)
- RE: Tax Requirements Validation- Canada Go-Live PrepFri, 30 Jun 2023 09:25:52 -0700
eclark@thekey.com
- RE: Tax Requirements Validation- Canada Go-Live PrepFri, 30 Jun 2023 10:01:50 -0700
eclark@thekey.com
- RE: Tax Requirements Validation- Canada Go-Live PrepThu, 6 Jul 2023 05:46:08 -0700
eclark@thekey.com
- RE: Tax Requirements Validation- Canada Go-Live PrepThu, 6 Jul 2023 05:46:08 -0700
eclark@thekey.com