--000000000000b86d6506390ce415 Content-Type: multipart/alternative; boundary="000000000000b86d6406390ce414" --000000000000b86d6406390ce414 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 visibility to a need for a permanent in case this 1 customer is temporary and a one-off. @Frank Liu please proceed with creating the tax code in production, work with accounting as needed eg account numbering On Wed, Jul 2, 2025 at 9:14=E2=80=AFAM Michael Jichetti wrote: > Hi > > Yes we can definitely do that and just delete the Nova but as to > Elizabeth's point we ultimately would like to come up with a > permanent solution especially if we start growing in Nova. Appreciate you= r > help. Thank you > > On Wed, Jul 2, 2025 at 12:10=E2=80=AFPM Frank Liu wrote= : > >> Michael, >> If you run the PST by Sales Detail ( instead of summary ), you can see >> the new tax code for Nova Scotia (PST_NS_9) that you can filter out the= se >> invoices/lines that are charged to that tax code. >> >> Will that work to allow you pull these out specifically for Nova Scotia? >> >> Also, another task needed is to assign GL accounts to both PST Expenses >> NS and PST Payable NS in the GL setup. >> >> -Frank >> >> On Tue, Jul 1, 2025 at 5:15=E2=80=AFPM Michael Jichetti > michael.jichetti@thekey.com> wrote: >> >>> Hi >>> >>> Attached is what we run for Canadian sales tax returns. According to ou= r >>> conversation with the team today I would assume that Jeffreys is showin= g up >>> somewhere in this file. If that is not going to be the case going forwa= rd >>> then that is fine. Thank you >>> >>> On Tue, Jul 1, 2025 at 7:19=E2=80=AFPM Troy Riha = wrote: >>> >>>> Michael would you be able to help clarify where it would show up as >>>> Montreal? Are you talking about a tax report? If so, can you advise = so >>>> and we can try to test. In the below we can see that the Novia Scotia= tax >>>> $40.50 is captured in a specific account "PST NS payable a/c". >>>> >>>> >>>> >>>> On Tue, Jul 1, 2025 at 4:02=E2=80=AFPM Michael Jichetti >>> michael.jichetti@thekey.com> wrote: >>>> >>>>> Hi >>>>> >>>>> Yes the rates are correct but apologies if I am missing how do we kno= w >>>>> its not going to show up as part of Montreal. Thank you >>>>> >>>>> On Tue, Jul 1, 2025 at 6:45=E2=80=AFPM Kristy Poyner >>>>> wrote: >>>>> >>>>>> This looks good from a billing perspective. >>>>>> >>>>>> @Michael Jichetti and @Katherine Cope >>>>>> Does this accomplish what it needs to >>>>>> from a GL and tax reporting perspective? >>>>>> >>>>>> >>>>>> Thank you, >>>>>> >>>>>> *Kristy Poyner* >>>>>> >>>>>> Billing Manager >>>>>> >>>>>> >>>>>> >>>>>> *Upcoming Time Off:* >>>>>> >>>>>> July 4th, 2025 >>>>>> >>>>>