Re: Tax Updates | Montreal Client 168336 Anna Jeffery

--000000000000051cba06398046d4 Content-Type: multipart/alternative; boundary="000000000000051cba06398046d3" --000000000000051cba06398046d3 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi The rate should be 14% not 15% as that is the old rate. Yes, can we assign a new GL account number. Thank you On Wed, Jul 9, 2025 at 9:20=E2=80=AFAM wrot= e: > Hi Troy, > > > > I will defer to @Michael Jichetti on if we > should use the existing GL account or if we need to create a new GL accou= nt? > > > > *Katherine Cope* > > Senior Manager, Accounting | *TheKey* > > Mobile: 865.789.4301 > > > > *From:* Troy Riha > *Sent:* Wednesday, July 9, 2025 12:14 AM > *To:* Frank Liu ; Natalie Cahoone natalie.cahoone@thekey.com> > *Cc:* Kristy Poyner ; Michael Jichetti michael.jichetti@thekey.com>; Katherine Cope ; > Emily Penne ; eclark@thekey.com; Cheryl Cartwright ccartwright@thekey.com>; Joey Taylor ; Timothy > Thomas ; marykatherine.cope@thekey.com; Michelle Schefter = michelle.kenaga@thekey.com>; Chakera Dixon ; Amy Konke > > *Subject:* Re: Tax Updates | Montreal Client 168336 Anna Jeffery > > > > @Frank Liu the tax code was created as 14% or 15%? > The 5% and 9% is correct but you mentioned 15% so just double checking. > > > > @Katherine Cope @Natalie Cahoone > can you confirm the account number that > should be assigned? > > > > > > > > On Tue, Jul 8, 2025 at 11:57=E2=80=AFAM Frank Liu wrote= : > > Kristy, > > CA-PST-NS for 15% ( 5% GST + 9% PST ) has been created. Please let me > know if you have any issues using this code now. > > > > Micheal/Finance team, > > Reminder that these accounts need to be assigned when you get a chance. > > > > On Tue, Jul 8, 2025 at 11:06=E2=80=AFAM Frank Liu wrote= : > > Hi Kristy, > > It will be setup today. -Frank > > > > On Tue, Jul 8, 2025 at 10:30=E2=80=AFAM Kristy Poyner > wrote: > > Hi Team, > > > > Following up on this thread. @Frank Liu is the tax code > ready in production so we may apply it to the clients current open invoic= es? > > > > Thank you, > > *Kristy Poyner* > > Billing Manager > > > > *Upcoming Time Off:* > > July 4th, 2025 > > > > > > > ------------------------------ > > *From:* Troy Riha > *Sent:* Thursday, July 3, 2025 4:16 PM > *To:* Michael Jichetti > *Cc:* Frank Liu ; Kristy Poyner ; > Katherine Cope ; Emily Penne epenne@appwrap.com>; eclark@thekey.com ; Cheryl > Cartwright ; Joey Taylor = ; > Timothy Thomas ; marykatherine.cope@thekey.com marykatherine.cope@thekey.com>; Michelle Schefter michelle.kenaga@thekey.com>; Chakera Dixon ; Amy Konke > > *Subject:* Re: Tax Updates | Montreal Client 168336 Anna Jeffery > > > > Sounds like we have a plan forward to address this 1 customer. We can > definitely look for a more permanent solution, which would be either > updating the workflow to look for client level tax information or add new > locations in Wellsky and NetSuite, although would prefer to have visibili= ty > to a need for a permanent in case this 1 customer is t