--0000000000009e4b5506396f86bf Content-Type: multipart/alternative; boundary="0000000000009e4b5406396f86be" --0000000000009e4b5406396f86be Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Kristy, CA-PST-NS for 15% ( 5% GST + 9% PST ) has been created. Please let me know if you have any issues using this code now. Micheal/Finance team, Reminder that these accounts need to be assigned when you get a chance. [image: Screenshot_7_8_25__11_55=E2=80=AFAM.jpg] On Tue, Jul 8, 2025 at 11:06=E2=80=AFAM Frank Liu wrote: > Hi Kristy, > It will be setup today. -Frank > > On Tue, Jul 8, 2025 at 10:30=E2=80=AFAM Kristy Poyner > wrote: > >> Hi Team, >> >> Following up on this thread. @Frank Liu is the tax >> code ready in production so we may apply it to the clients current open >> invoices? >> >> Thank you, >> >> *Kristy Poyner* >> >> Billing Manager >> >> >> >> *Upcoming Time Off:* >> >> July 4th, 2025 >> >> >> >> >> ------------------------------ >> *From:* Troy Riha >> *Sent:* Thursday, July 3, 2025 4:16 PM >> *To:* Michael Jichetti >> *Cc:* Frank Liu ; Kristy Poyner > kristy.poyner@thekey.com>; Katherine Cope ; >> Emily Penne ; eclark@thekey.com ; >> Cheryl Cartwright ; Joey Taylor > joey.taylor@thekey.com>; Timothy Thomas ; >> marykatherine.cope@thekey.com ; Michelle >> Schefter ; Chakera Dixon = ; >> Amy Konke >> *Subject:* Re: Tax Updates | Montreal Client 168336 Anna Jeffery >> >> 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 ne= w >> locations in Wellsky and NetSuite, although would prefer to have visibil= ity >> 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 > michael.jichetti@thekey.com> 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 yo= ur >> help. Thank you >> >> On Wed, Jul 2, 2025 at 12:10=E2=80=AFPM Frank Liu wrot= e: >> >> 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 our >> conversation with t