--000000000000f0b5ec0638e6373c Content-Type: multipart/alternative; boundary="000000000000f0b5ec0638e6373b" --000000000000f0b5ec0638e6373b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Got it, thank you, appreciate your help. On Tue, Jul 1, 2025 at 7:04=E2=80=AFPM wrote: > Hi Michael > > > > This would still show up as a Montreal client, and require edits weekly o= n > the invoice by billing, so this would not be our ideal solution here. I > will send an email with our longer-term plan asap to keep us aligned. > > > > Unless something has changed, @Troy Riha ? > > > > > > Kind regards- > > > > *Elizabeth Clark* > > Director | *TheKey* > > Mobile: 619.822.4855 > > > > > > *From:* Michael Jichetti > *Sent:* Tuesday, July 1, 2025 4:02 PM > *To:* Kristy Poyner > *Cc:* Frank Liu ; Katherine Cope katherine.cope@thekey.com>; Emily Penne ; > eclark@thekey.com; Troy Riha ; Cheryl Cartwright ccartwright@thekey.com>; Joey Taylor ; Timothy > Thomas ; marykatherine.cope@thekey.com; Michelle Schefter = michelle.kenaga@thekey.com>; Chakera Dixon ; Amy Konke > > *Subject:* Re: Tax Updates | Montreal Client 168336 Anna Jeffery > > > > Hi > > > > Yes the rates are correct but apologies if I am missing how do we know it= s > 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 ta= x > group for 9% PST + 5 GST and was able to change it. > > *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 does > default to the one set for Toronto. However, it can be overwritten at th= e > invoice level from once generated. > > > > -Frank > > > > > > > > On Mon, Jun 30, 2025 at 11:15=E2=80=AFAM Frank Liu wrot= e: > > 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 fo