RE: Tax Updates | Montreal Client 168336 Anna Jeffery

From
<eclark@thekey.com>
To
"'Michael Jichetti'" <michael.jichetti@thekey.com>, "'Joey Taylor'" <joey.taylor@thekey.com>, "'Timothy Thomas'" <tt@thekey.com>
CC
<marykatherine.cope@thekey.com>, "'Kristy Poyner'" <kristy.poyner@thekey.com>, "'Frank Liu'" <fliu@thekey.com>, "'Cheryl Cartwright'" <ccartwright@thekey.com>, "'Troy Riha'" <troy.riha@thekey.com>, "'Katherine Cope'" <katherine.cope@thekey.com>, "'Emily Penne'" <epenne@appwrap.com>, "'Michelle Schefter'" <michelle.kenaga@thekey.com>, "'Chakera Dixon'" <cdixon@thekey.com>, "'Amy Konke'" <amy.konke@thekey.com>
Date
Fri, 27 Jun 2025 07
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_00D2_01DBE737.6509F310 Content-Type: multipart/alternative; boundary="----=_NextPart_001_00D3_01DBE737.6509F310" ------=_NextPart_001_00D3_01DBE737.6509F310 Content-Type: text/plain; charset="utf-8" Content-Transfer-Encoding: quoted-printable Hi All   Taxes are configured at a location level in NS. Since we do not have a = location for Nova Scotia today, we would either need one created in both = CC and NetSuite, or we’d need an enhancement in NetSuite to put = tax configuration overrides on the customer. We should consider trying = to find a way around this that’s both legal and ethical. The = Jefferys are consistently past due upwards of $100k once a quarter and = it takes a lot of effort to get them to pay, they pay, but it’s = a lot of work. We should prefer not to upset the relationship by = agreeing to manual processes with that kind of spend, or invest in more = manual work for them alone.    Tim- Thoughts?    Kind regards-   Elizabeth Clark Director | TheKey Mobile: 619.822.4855     From: Michael Jichetti   Sent: Friday, June 27, 2025 7:34 AM To: Joey Taylor Cc: marykatherine.cope@thekey.com; Kristy Poyner = ; Timothy Thomas ; Elizabeth = Clark ; Frank Liu ; Cheryl = Cartwright ; Troy Riha ; = Katherine Cope ; Emily Penne = ; Michelle Schefter ; = Chakera Dixon ; Amy Konke Subject: Re: Tax Updates | Montreal Client 168336 Anna Jeffery   HST of 5% and a PST of 10% for a combined 15%   On Fri, Jun 27, 2025 at 10:29 AM Joey Taylor = > wrote: Good Afternoon, This client is not in Montreal, they are in Nova Scotia. The services = are being done in Nova Scotia. We would need the Nova Scotia tax rate = applied, not Montreal. Thank you,    On Fri, Jun 27, 2025 at 10:11 AM Michael Jichetti = > = wrote: Hi    Hope all is well is all. Montreal has a Federal GST of 5% and a = Provincial QST of 9.975%. Combined it would be a total of 14.98% for = Montreal. Thank you    On Fri, Jun 27, 2025 at 9:55 AM > wrote: Adding Michael Jichetti to see if he can advise on the standard tax rate = used for Montreal.   Adding Emily Penne from AppWrap to see if she can advise on the question = related to adding the tax rate and tax IDs for this providence to = NetSuite.   Katherine Cope Senior Manager, Accounting | TheKey Mobile: 865.789.4301   From: Kristy Poyner = kristy.poyner@thekey.com>  Sent: Thursday, June 26, 2025 5:57 PM To: 'Timothy Thomas' tt@thekey.com>; Elizabeth = Clark eclark@thekey.com>; Frank Liu fliu@thekey.com>; 'Cheryl Cartwright' ccartwright@thekey.com>; Troy Riha troy.riha@thekey.com>; 'Katherine Cope' katherine.cope@thekey.com> Cc: 'Joey Taylor' = joey.taylor@thekey.com>; Michelle Schefter michelle.kenaga@thekey.com>; Chakera = Dixon cdixon@thekey.com>; Amy Konke amy.konke@thekey.com> Subject: Tax Updates | Montreal Client 168336 Anna Jeffery   Hi Team,   Joey reached out regarding client

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