--00000000000034338905ff5a838f Content-Type: multipart/alternative; boundary="00000000000034338905ff5a838e" --00000000000034338905ff5a838e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks; Tim/Ali, please confirm the below is a comprehensive list of taxes being charged to clients in all provinces when you have a moment next week and we can go from there. On Fri, Jun 30, 2023 at 5:31=E2=80=AFAM wrote: > Hi Steve- > > > > What we charge in each province in question is below however, we=E2=80=99= re not > 100% confident this is accurate. Both Tim & Ali are out until Monday so w= e > will have to wait on them to reply with any more context required if this > is not sufficient. > > > > - *Steve*- Need legal confirmation of alternate agency settings below > are appropriate from a client taxation perspective. > > > - Vancouver- Currently only charging GST 5% > - Calgary- Currently only charging GST 5% > - Winnipeg- Currently only charging GST 5% > > > > Elizabeth Clark > > *Director, CI & Transformation* > > *Long Term Care Insurance, Onboarding* > > > > *TheKey* > > > > > > > > *From:* Steve Koyanagi > *Sent:* Thursday, June 29, 2023 2:24 PM > *To:* eclark@thekey.com > *Cc:* Ali Malik ; Frank Liu ; > Timothy Thomas ; Troy Riha > *Subject:* Re: Tax Requirements Validation- Canada Go-Live Prep > > > > Is there a summary of what taxes (HST/GST/PST/QST) are charged in each > province where we operate? It will help simplify the review process for > Canadian counsel. > > > > If/when taxes are charged, the invoices should include the applicable tax > account info. > > > Also note that due to the upcoming holiday there may be a delay in > response from Canadian counsel but I'll see how fast we can get it. > > > > On Thu, Jun 29, 2023 at 1:21=E2=80=AFPM wrote: > > Ali and Tim would like formal review and sign off, they=E2=80=99re our so= unding > board for all things finance today so I think seeking confirmation from C= AD > counsel makes sense here. These settings were configured at the time of > acquisition so they could have been valid then, but arent now, etc. Thank= s > for checking. > > > > *From:* Steve Koyanagi > *Sent:* Thursday, June 29, 2023 1:13 PM > *To:* eclark@thekey.com > *Cc:* Ali Malik ; Frank Liu ; > Timothy Thomas ; Troy Riha > *Subject:* Re: Tax Requirements Validation- Canada Go-Live Prep > > > > Elizabeth, do we have a Canadian finance/accounting vendor that can answe= r > the tax related items assigned to me below? If not, I can solicit advice > from our Canadian counsel, but wanted to check if finance has another > vendor we can ask first. > > > > Let me know. > > > > On Thu, Jun 29, 2023 at 1:09=E2=80=AFPM wrote: > > Hello Everyone- > > > > Thank you for your time today. Below are the notes and action items from > our call today. > > > > *Notes:* > > *On Boarding: * > > CSM/CSL teams=E2=80=99 own determination if clients should be charged tax= for all > agencies below. If charging tax is requ