--00000000000078850106398164e4 Content-Type: multipart/alternative; boundary="00000000000078850006398164e3" --00000000000078850006398164e3 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable This looks good. Thanks for all your help. On Wed, Jul 9, 2025 at 12:12=E2=80=AFPM Frank Liu wrote: > rate is 14%. I had a typo in the email. Here's the code for your > reference. > > [image: Screenshot_7_8_25__11_59=E2=80=AFAM.jpg] > > > > On Tue, Jul 8, 2025 at 9:14=E2=80=AFPM Troy Riha w= rote: > >> @Frank Liu the tax code was created as 14% or 15%? >> The 5% and 9% is correct but you mentioned 15% so just double checking. >> >> @Katherine Cope @Natalie Cahoone >> can you confirm the account number that >> should be assigned? >> >> >> >> On Tue, Jul 8, 2025 at 11:57=E2=80=AFAM Frank Liu wrot= e: >> >>> 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 wro= te: >>> >>>> 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 op= en >>>>> 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 >>>> cdixon@thekey.com>; Amy Konke >>>>> *Subject:* Re: Tax Updates | Montreal Client 168336 Anna Jeffery >>>>> >>>>> Sounds like we have a plan forward to address this 1 customer. We ca= n >>>>> definitely look for a more permanent solution, which would be either >>>>> updating the workflow to look for client level tax information or add= new >>>>> locations in Wellsky and NetSuite, although would prefer to have visi= bility >>>>> 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 numberi= ng >>>>> >>>>> 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