Re: Tax Updates | Montreal Client 168336 Anna Jeffery

From
Troy Riha <troy.riha@thekey.com>
To
eclark@thekey.com
CC
Kristy Poyner <kristy.poyner@thekey.com>, Emily Penne <epenne@appwrap.com>, Michael Jichetti <michael.jichetti@thekey.com>, Cheryl Cartwright <ccartwright@thekey.com>, Joey Taylor <joey.taylor@thekey.com>, Timothy Thomas <tt@thekey.com>, marykatherine.cope@thekey.com, Frank Liu <fliu@thekey.com>, Katherine Cope <katherine.cope@thekey.com>, Michelle Schefter <michelle.kenaga@thekey.com>, Chakera Dixon <cdixon@thekey.com>, Amy Konke <amy.konke@thekey.com>
Date
Mon, 30 Jun 2025 10:02:24 -0700
Folder
INBOX
--0000000000009e45a20638ccfe36 Content-Type: multipart/alternative; boundary="0000000000009e45a00638ccfe35" --0000000000009e45a00638ccfe35 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable To add or change a tax rate is more operational and just a configuration update (less than an hour). To test at client level is a small effort as well, and can be done with Emily that will not impact the current priorities the development team is focused on. On Mon, Jun 30, 2025 at 9:56=E2=80=AFAM wrote: > Hi All- > > > > Any enhancements in NS need to be scoped, approved for spend/prioritized, > then built and deployed and it=E2=80=99s my understanding Appwrap is at c= apacity. > Troy- Can you confirm? I know we=E2=80=99ve got CareScout, Valuecare, and= AOB ahead > of this and I want to ensure we=E2=80=99re marching forward in unison. > > > > > > Kind regards- > > > > *Elizabeth Clark* > > Director | *TheKey* > > Mobile: 619.822.4855 > > > > > > *From:* Kristy Poyner > *Sent:* Monday, June 30, 2025 9:36 AM > *To:* Emily Penne ; Michael Jichetti michael.jichetti@thekey.com>; Cheryl Cartwright > *Cc:* eclark@thekey.com; Joey Taylor ; Timothy > Thomas ; marykatherine.cope@thekey.com; Frank Liu fliu@thekey.com>; Troy Riha ; Katherine Cope katherine.cope@thekey.com>; Michelle Schefter ; > Chakera Dixon ; Amy Konke > *Subject:* Re: Tax Updates | Montreal Client 168336 Anna Jeffery > > > > Hi Emily, > > > > There is not an available tax code in NetSuite that uses the correct > percentage for PST and HST for us to use in order to add it manually. > > > > Thank you, > > *Kristy Poyner* > > Billing Manager > > > > *Upcoming Time Off:* > > July 4th, 2025 > > > > > > > ------------------------------ > > *From:* Emily Penne > *Sent:* Monday, June 30, 2025 10:51 AM > *To:* Kristy Poyner ; Michael Jichetti michael.jichetti@thekey.com>; Cheryl Cartwright > *Cc:* eclark@thekey.com ; Joey Taylor joey.taylor@thekey.com>; Timothy Thomas ; > marykatherine.cope@thekey.com ; Frank Liu = fliu@thekey.com>; Troy Riha ; Katherine Cope katherine.cope@thekey.com>; Michelle Schefter ; > Chakera Dixon ; Amy Konke > *Subject:* RE: Tax Updates | Montreal Client 168336 Anna Jeffery > > > > Hi Kristy and Team > > > > Unfortunately, I had not had the availability to check this yet. Will kee= p > you posted as soon as we can. If we are able to manually change the Rate = on > the invoice already generated will that help for now? > > > Thanks > > Emily > > > > *From:* Kristy Poyner > *Sent:* Monday, June 30, 2025 8:38 AM > *To:* Emily Penne ; Michael Jichetti michael.jichetti@thekey.com>; Cheryl Cartwright > *Cc:* eclark@thekey.com; Joey Taylor ; Timothy > Thomas ; marykatherine.cope@thekey.com; Frank Liu fliu@thekey.com>; Troy Riha ; Katherine Cope katherine.cope@thekey.com>; Michelle Schefter ; > Chakera Dixon ; Amy Konke > *Subject:* Re: Tax Updates | Montreal Client 168336 Anna Jeffery > > > > Hi Team, > > > > Unfortunately, Anna Jeffery has already started r

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