RE: Tax Updates | Montreal Client 168336 Anna Jeffery

--000000000000a8e08c0639976263 Content-Type: multipart/alternative; boundary="000000000000a8e08a0639976262" --000000000000a8e08a0639976262 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Katherine, The GL accounts were already created automatically by the system when the Nova Scotia Nexus was created so I will just assign the numbers suggested. Will wait for Troy=E2=80=99s approval and shouldn=E2=80=99t be any issues t= o add the numbers, external ID and report mapping to match the similar accounts Thanks! Emily *From:* marykatherine.cope@thekey.com *Sent:* Thursday, July 10, 2025 8:04 AM *To:* 'Michael Jichetti' ; 'Emily Penne' *Cc:* 'Frank Liu' ; 'Troy Riha' ; 'Natalie Cahoone' ; 'Kristy Poyner' ; 'Katherine Cope' ; eclark@thekey.com; 'Cheryl Cartwright' ; 'Joey Taylor' ; 'Timothy Thomas' ; 'Michelle Schefter' ; 'Chakera Dixon' ; 'Amy Konke' *Subject:* RE: Tax Updates | Montreal Client 168336 Anna Jeffery This is approved. @Emily Penne =E2=80=93 Once Troy gives his approval, p= lease proceed to set up the new GL accounts. For account groupings, you can mirror the assumptions used for the similar accounts highlighted in green below. Let me know once that=E2=80=99s complete or if you need anything else. *Katherine Cope* Senior Manager, Accounting | *TheKey* Mobile: 865.789.4301 *From:* Michael Jichetti michael.jichetti@thekey.com *Sent:* Wednesday, July 9, 2025 5:32 PM *To:* marykatherine.cope@thekey.com *Cc:* Frank Liu ; Troy Riha ; Natalie Cahoone ; 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 Hi Hope all is well. Please see attached. I was not sure what to put for the grouping section. If someone would be able to help me that would be great. The business justification would be to ensure Nova Scotia receives the sales tax collected for their providence. Thank you On Wed, Jul 9, 2025 at 2:25=E2=80=AFPM wrot= e: Hi Frank and Michael, 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. 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 l= ong as it's clearly documented for our records. Troy and I will review and evaluate the request accordingly. 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. **My assumption is the HST 5% will be c