RE: Tax Updates | Montreal Client 168336 Anna Jeffery

From
Emily Penne <epenne@appwrap.com>
To
Kristy Poyner <kristy.poyner@thekey.com>, Michael Jichetti <michael.jichetti@thekey.com>, Cheryl Cartwright <ccartwright@thekey.com>
CC
eclark@thekey.com, Joey Taylor <joey.taylor@thekey.com>, Timothy Thomas <tt@thekey.com>, marykatherine.cope@thekey.com, Frank Liu <fliu@thekey.com>, Troy Riha <troy.riha@thekey.com>, Katherine Cope <katherine.cope@thekey.com>, Michelle Schefter <michelle.kenaga@thekey.com>, Chakera Dixon <cdixon@thekey.com>, Amy Konke <amy.konke@thekey.com>
Date
Mon, 30 Jun 2025 08:51:00 -0700
Folder
INBOX
--000000000000c563170638cbfe0f Content-Type: multipart/alternative; boundary="000000000000c563170638cbfe0e" --000000000000c563170638cbfe0e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Kristy and Team Unfortunately, I had not had the availability to check this yet. Will keep you posted as soon as we can. If we are able to manually change the Rate on the invoice already generated will that help for now? Thanks Emily *From:* Kristy Poyner *Sent:* Monday, June 30, 2025 8:38 AM *To:* Emily Penne ; Michael Jichetti ; Cheryl Cartwright *Cc:* eclark@thekey.com; Joey Taylor ; Timothy Thomas ; marykatherine.cope@thekey.com; Frank Liu ; Troy Riha ; Katherine Cope ; Michelle Schefter ; Chakera Dixon ; Amy Konke *Subject:* Re: Tax Updates | Montreal Client 168336 Anna Jeffery Hi Team, Unfortunately, Anna Jeffery has already started receiving services. We are currently holding her first invoice from the Montreal location while we work on resolving this tax issue. @Emily Penne Were you able to find a way to set this tax at the client level? Thank you, *Kristy Poyner* Billing Manager *Upcoming Time Off:* July 4th, 2025 ------------------------------ *From:* Emily Penne *Sent:* Friday, June 27, 2025 11:03 AM *To:* Michael Jichetti ; Cheryl Cartwright *Cc:* eclark@thekey.com ; Joey Taylor ; Timothy Thomas ; marykatherine.cope@thekey.com ; Kristy Poyner ; Frank Liu ; Troy Riha ; Katherine Cope ; Michelle Schefter ; Chakera Dixon ; Amy Konke *Subject:* RE: Tax Updates | Montreal Client 168336 Anna Jeffery Hi everyone, I will also take a look at our current configurations for tax as we may still be able to set the default rate on the client account. Thanks! *From:* Michael Jichetti *Sent:* Friday, June 27, 2025 8:10 AM *To:* Cheryl Cartwright *Cc:* eclark@thekey.com; Joey Taylor ; Timothy Thomas ; marykatherine.cope@thekey.com; Kristy Poyner ; Frank Liu ; Troy Riha ; Katherine Cope ; Emily Penne ; Michelle Schefter ; Chakera Dixon ; Amy Konke *Subject:* Re: Tax Updates | Montreal Client 168336 Anna Jeffery Please note if billing for anything before April 1st 2025 it needs to be the old rates. On Fri, Jun 27, 2025 at 11:08=E2=80=AFAM Michael Jichetti wrote: Yes my apologies as of April 1st 2025 the pst in Nova Scotia went from 10% to 9% the HST remains the same at 5% On Fri, Jun 27, 2025 at 10:55=E2=80=AFAM Cheryl Cartwright wrote: The tax rate for Nova Scotia is 14% not 15% On Fri, Jun 27, 2025 at 11:45=E2=80=AFAM wrote: Hi All Taxes are configured at a location level in NS. Since we do not have a location for Nova Scotia today, we would either need one created in both CC and NetSuite, or we=E2=80=99d need an enhancement in NetSuite to put tax configuration overrides on the customer. We should consider trying to find a way around this that=E2=80=99s both legal and ethical. The Jefferys are consistently past due upwards of $100k once a quarter and it takes a lot of effort to get them to pay, they pay, but it=E2=80=99s a lot 

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