Re: Tax Updates | Montreal Client 168336 Anna Jeffery

--0000000000000b7959063985ce93 Content-Type: multipart/related; boundary="0000000000000b7958063985ce92" --0000000000000b7958063985ce92 Content-Type: multipart/alternative; boundary="0000000000000b7958063985ce91" --0000000000000b7958063985ce91 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Hope all is well. Please see attached. I was not sure what to put for the grouping section. If someone would be able to help me that would be great. The business justification would be to ensure Nova Scotia receives the sales tax collected for their providence. Thank you On Wed, Jul 9, 2025 at 2:25=E2=80=AFPM wrot= e: > Hi Frank and Michael, > > > > Ultimately, our goal is to minimize the number of GL accounts added to th= e > chart of accounts; however, I agree creating *two* new GL account is > necessary to support the process and improve reporting, so comfortable > approving the request. > > > > That said, @Michael Jichetti , please > formally submit the request (see attached form) by noting the proposed GL > account numbers and names, along with the business justification in body = of > the email. You=E2=80=99re welcome to include it in response to this email= , as long > as it's clearly documented for our records. Troy and I will review and > evaluate the request accordingly. > > > > Please ensure the new GL accounts are grouped with similar accounts, so i= t > rolls up appropriately in the financials. The account should either be a > new number not previously used or a repurposed account that has not been > utilized in the past fiscal year. > > > > **My assumption is the HST 5% will be coded to 230102 GST/HST Payable. > @Michael Jichetti =E2=80=93 Do you see that= as an > issue for reporting purposes?** > > > > One additional follow up question, was is decided to create a Nova Scotia > location under 48 - Home Care Assistance (Montreal) Inc. Subsidiary? > > > > Let me know if you have any questions. > > > > Thank you, > > *Katherine Cope* > > Senior Manager, Accounting | *TheKey* > > Mobile: 865.789.4301 > > > > *From:* Frank Liu > *Sent:* Wednesday, July 9, 2025 1:25 PM > *To:* marykatherine.cope@thekey.com > *Cc:* Troy Riha ; Natalie Cahoone natalie.cahoone@thekey.com>; Michael Jichetti ; > Kristy Poyner ; Katherine Cope katherine.cope@thekey.com>; Emily Penne ; > eclark@thekey.com; Cheryl Cartwright ; Joey > Taylor ; Timothy Thomas ; Michelle > Schefter ; Chakera Dixon ; > Amy Konke > *Subject:* Re: Tax Updates | Montreal Client 168336 Anna Jeffery > > > > Katherine, > > I believe it needs to be a new/separate GL account rather than > existing one. > > > > -Frank > > > > On Wed, Jul 9, 2025 at 6:20=E2=80=AFAM wr= ote: > > Hi Troy, > > > > I will defer to @Michael Jichetti on if we > should use the existing GL account or if we need to create a new GL accou= nt? > > > > *Katherine Cope* > > Senior Manager, Accounting | *TheKey* > > Mobile: 865.789.4301 > > > > *From:* Troy Riha > *Sent:* Wednesday, July 9, 2025 12