--000000000000d8a8230638e72610 Content-Type: multipart/related; boundary="000000000000d8a8230638e7260f" --000000000000d8a8230638e7260f Content-Type: multipart/alternative; boundary="000000000000d8a8220638e7260e" --000000000000d8a8220638e7260e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Attached is what we run for Canadian sales tax returns. According to our conversation with the team today I would assume that Jeffreys is showing up somewhere in this file. If that is not going to be the case going forward then that is fine. Thank you On Tue, Jul 1, 2025 at 7:19=E2=80=AFPM Troy Riha wro= te: > 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 ta= x > $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 know >> 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 >>> >>> >>> >>> >>> ------------------------------ >>> *From:* Frank Liu >>> *Sent:* Tuesday, July 1, 2025 4:48 PM >>> *To:* Michael Jichetti >>> *Cc:* Emily Penne ; eclark@thekey.com >> eclark@thekey.com>; Troy Riha ; Kristy Poyner >> kristy.poyner@thekey.com>; Cheryl Cartwright ; >>> Joey Taylor ; Timothy Thomas ; >>> marykatherine.cope@thekey.com ; >>> Katherine Cope ; Michelle Schefter >> michelle.kenaga@thekey.com>; Chakera Dixon ; Amy >>> Konke >>> *Subject:* Re: Tax Updates | Montreal Client 168336 Anna Jeffery >>> >>> Michael, Katherine, Kristy >>> Can you take a look at GL Impact for this invoice >>> >>> in SB2? Emily had setup the Nexus for NS and then I just created the = tax >>> group for 9% PST + 5 GST and was able to change it. >>> [image: Screenshot_7_1_25__2_47=E2=80=AFPM.jpg] >>> 1063949 >>> >>> 146244 Anna Jeffrey >>> >>> We do have a customization in place to grab the default tax code from >>> the location set for this client (Toronto) and therefore the tax code d= oes >>> default to the one set for Toronto. However, it can be overwritten at = the >>> invoice level from once generated. >>> >>> -Frank >>> >>> >>> >>> On Mon, Jun 30, 2025 at 11:15=E2=80=AFAM Frank Liu wr= ote: >>> >>> Emily, Michael, >>> We do not have Nova Scotia setup for Nexuses. I think we need to add >>> Nexus for Nova Scotia and then add a PST code for 9% for that province. >>> And then lastly create a tax group for GST CA_% and th