This is a multipart message in MIME format. ------=_NextPart_000_0578_01D9AB14.1B816220 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0579_01D9AB14.1B816220" ------=_NextPart_001_0579_01D9AB14.1B816220 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Steve- =20 What we charge in each province in question is below however, = we=E2=80=99re not 100% confident this is accurate. Both Tim & Ali are = out until Monday so we will have to wait on them to reply with any more = context required if this is not sufficient.=20 =20 * 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% =20 Elizabeth Clark=20 Director, CI & Transformation Long Term Care Insurance, Onboarding =20 TheKey =20 =20 =20 From: Steve Koyanagi =20 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 =20 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. =20 If/when taxes are charged, the invoices should include the applicable = tax account info.=20 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. =20 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 = sounding board for all things finance today so I think seeking = confirmation from CAD counsel makes sense here. These settings were = configured at the time of acquisition so they could have been valid = then, but arent now, etc. Thanks for checking. =20 From: Steve Koyanagi = >=20 Sent: Thursday, June 29, 2023 1:13 PM To: eclark@thekey.com =20 Cc: Ali Malik >; = Frank Liu >; Timothy Thomas = >; Troy Riha > Subject: Re: Tax Requirements Validation- Canada Go-Live Prep =20 Elizabeth, do we have a Canadian finance/accounting vendor that can = answer 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. =20 Let me know. =20 On Thu, Jun 29, 2023 at 1:09=E2=80=AFPM > wrote: Hello Everyone- =20 Thank you for your time today. Below are the notes and action items from = our call today. =20 Notes: On Boarding:=20 CSM/CSL teams=E2=80=99 own determination if clients should be charged = tax for all agencies below. If charging tax is required, the = =E2=80=9Ccharge tax=E2=80=9D button will be checked on the client record = in ClearCare. This triggers taxes from that point forward only. Should = we need to back bill any client these taxes, CSM/CSL team owns emailing = Billiing@TheKey.Com the requ