This is a multipart message in MIME format. ------=_NextPart_000_1350_01DBEAA1.C9F20FC0 Content-Type: multipart/alternative; boundary="----=_NextPart_001_1351_01DBEAA1.C9F20FC0" ------=_NextPart_001_1351_01DBEAA1.C9F20FC0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Michael =20 This would still show up as a Montreal client, and require edits weekly = on 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.=20 =20 Unless something has changed, @Troy Riha? =20 =20 Kind regards- =20 Elizabeth Clark Director | TheKey Mobile: 619.822.4855 =20 =20 From: Michael Jichetti =20 Sent: Tuesday, July 1, 2025 4:02 PM To: Kristy Poyner Cc: Frank Liu ; Katherine Cope = ; Emily Penne ; = eclark@thekey.com; Troy Riha ; Cheryl Cartwright = ; Joey Taylor ; Timothy = Thomas ; marykatherine.cope@thekey.com; Michelle Schefter = ; Chakera Dixon ; Amy = Konke Subject: Re: Tax Updates | Montreal Client 168336 Anna Jeffery =20 Hi =20 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=20 =20 On Tue, Jul 1, 2025 at 6:45=E2=80=AFPM Kristy Poyner = > wrote: This looks good from a billing perspective. =20 @Michael Jichetti and @Katherine = Cope Does this accomplish what it = needs to from a GL and tax reporting perspective?=20 =20 =20 Thank you, Kristy Poyner Billing Manager =20 Upcoming Time Off: July 4th, 2025 =20 =20 =20 _____ =20 From: Frank Liu > Sent: Tuesday, July 1, 2025 4:48 PM To: Michael Jichetti > Cc: Emily Penne >; = eclark@thekey.com >; Troy Riha >; Kristy Poyner >; Cheryl Cartwright = >; Joey Taylor = >; Timothy = Thomas >; = marykatherine.cope@thekey.com = >; = Katherine Cope >; Michelle Schefter = >; = Chakera Dixon >; Amy Konke = > Subject: Re: Tax Updates | Montreal Client 168336 Anna Jeffery=20 =20 Michael, Katherine, Kristy=20 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. 1063949 =20 146244 Anna Jeffrey =20 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 the invoice level from once generated. =20 -Frank =20 =20 =20 On Mon, Jun 30, 2025 at 11:15=E2=80=AFAM Frank Liu > wrote: Emily, Michael,=20 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 the PST 9%. =20 We should probably have a quick meeting to discuss if that is the plan = to proceed with. =20 - =20 On Mon, Jun 30, 2025 at 10:36=E2=80=AFAM Michael Jichetti = > = wrote: The tax rate for Nova Scotia is 9% this would be the PST the HST is 5% = so the