RE: Tax Updates | Montreal Client 168336 Anna Jeffery

This is a multipart message in MIME format. ------=_NextPart_000_1E1E_01DBF0DD.5DC4F870 Content-Type: multipart/related; boundary="----=_NextPart_001_1E1F_01DBF0DD.5DC51F80" ------=_NextPart_001_1E1F_01DBF0DD.5DC51F80 Content-Type: multipart/alternative; boundary="----=_NextPart_002_1E20_01DBF0DD.5DC51F80" ------=_NextPart_002_1E20_01DBF0DD.5DC51F80 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Frank and Michael, =20 Ultimately, our goal is to minimize the number of GL accounts added to = the chart of accounts; however, I agree creating two new GL account is = necessary to support the process and improve reporting, so comfortable = approving the request.=20 =20 That said, @Michael Jichetti, = please formally submit the request (see attached form) by noting the = proposed GL account numbers and names, along with the business = justification in body of the email. You=E2=80=99re welcome to include it = in response to this email, as long as it's clearly documented for our = records. Troy and I will review and evaluate the request accordingly. =20 Please ensure the new GL accounts are grouped with similar accounts, so = it rolls up appropriately in the financials. The account should either = be a new number not previously used or a repurposed account that has not = been utilized in the past fiscal year. =20 *My assumption is the HST 5% will be coded to 230102 GST/HST Payable. = @Michael Jichetti =E2=80=93 Do you = see that as an issue for reporting purposes?* =20 One additional follow up question, was is decided to create a Nova = Scotia location under 48 - Home Care Assistance (Montreal) Inc. = Subsidiary? =20 Let me know if you have any questions. =20 Thank you, Katherine Cope Senior Manager, Accounting | TheKey Mobile: 865.789.4301 =20 From: Frank Liu =20 Sent: Wednesday, July 9, 2025 1:25 PM To: marykatherine.cope@thekey.com Cc: Troy Riha ; Natalie Cahoone = ; Michael Jichetti = ; Kristy Poyner ; = Katherine Cope ; Emily Penne = ; eclark@thekey.com; Cheryl Cartwright = ; Joey Taylor ; Timothy = Thomas ; Michelle Schefter ; = Chakera Dixon ; Amy Konke Subject: Re: Tax Updates | Montreal Client 168336 Anna Jeffery =20 Katherine, I believe it needs to be a new/separate GL account rather than existing = one. =20 =20 -Frank =20 On Wed, Jul 9, 2025 at 6:20=E2=80=AFAM > wrote: Hi Troy, =20 I will defer to @Michael Jichetti = on if we should use the existing GL account or if we need to create a = new GL account? =20 Katherine Cope Senior Manager, Accounting | TheKey Mobile: 865.789.4301 =20 From: Troy Riha >=20 Sent: Wednesday, July 9, 2025 12:14 AM To: Frank Liu >; Natalie = Cahoone = > Cc: Kristy Poyner >; Michael Jichetti = >; = Katherine Cope >; Emily Penne >; eclark@thekey.com = ; Cheryl Cartwright >; Joey Taylor >; Timothy Thomas >; marykatherine.cope@thekey.com = ; Michelle Schefter = >; = Chakera Dixon >; Amy Konke = > Subject: Re: Tax Updates | Montreal Client 168336 Anna Jeffery =20 @Frank Liu the tax c