Re: Tax Updates | Montreal Client 168336 Anna Jeffery

Michael, Katherine, Kristy
Can you take a look at GL Impact for this invoice
<https://3791323-sb2.app.netsuite.com/app/accounting/transactions/custinvc.nl?id=14185165&whence=&cmid=1751405866125_14934>
in SB2?   Emily had setup the Nexus for NS and then I just created the tax
group for 9% PST + 5 GST and was able to change it.
[image: Screenshot_7_1_25__2_47 PM.jpg]
1063949

146244 Anna Jeffrey

We do have a customization in place to grab the default tax code from the
location set for this client (Toronto) and therefore the tax code does
default to the one set for Toronto.  However, it can be overwritten at the
invoice level from once generated.

-Frank



On Mon, Jun 30, 2025 at 11:15 AM Frank Liu <fliu@thekey.com> wrote:

> Emily,  Michael,
> We do not have Nova Scotia setup for Nexuses.  I  think we need to add
> Nexus for Nova Scotia and then add a PST code for 9% for that province.
> And then lastly create a tax group for GST CA_% and the PST 9%.
>
> We should probably have a quick meeting to discuss if that is the plan to
> proceed with.
>
> -
> [image: Screenshot_6_30_25__10_54 AM.jpg]
>
> On Mon, Jun 30, 2025 at 10:36 AM Michael Jichetti <
> michael.jichetti@thekey.com> wrote:
>
>> The tax rate for Nova Scotia is 9% this would be the PST the HST is 5% so
>> the combination would be 14% total. I would think everything would be the
>> same except the rates.
>>
>> On Mon, Jun 30, 2025 at 1:23 PM Emily Penne <epenne@appwrap.com> wrote:
>>
>>> Hi all,
>>>
>>>
>>> As an interim solution, Troy asked me to create the Nova Scotia tax code
>>> in NetSuite. However, after rereading this thread I am still not clear on
>>> the tax rate/GL accounts to use. Can someone please confirm?
>>>
>>> From Michael in this thread.
>>> *as of April 1st 2025 the pst in Nova Scotia went from 10% to 9% the HST
>>> remains the same at 5% -*
>>>
>>>
>>>
>>> I am not sure how that translates into a tax code or GL accounts
>>>
>>>
>>>
>>> For NetSuite context…this is how Quebec is set up..if it is the same for
>>> Nova Scotia but only % Difference please let me know. We also don’t have a
>>> PST expense account for Nova Scotia
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>> *From:* eclark@thekey.com <eclark@thekey.com>
>>> *Sent:* Monday, June 30, 2025 10:14 AM
>>> *To:* 'Troy Riha' <troy.riha@thekey.com>
>>> *Cc:* 'Kristy Poyner' <kristy.poyner@thekey.com>; 'Emily Penne' <
>>> epenne@appwrap.com>; 'Michael Jichetti' <michael.jichetti@thekey.com>;
>>> 'Cheryl Cartwright' <ccartwright@thekey.com>; 'Joey Taylor' <
>>> joey.taylor@thekey.com>; 'Timothy Thomas' <tt@thekey.com>;
>>> marykatherine.cope@thekey.com; 'Frank Liu' <fliu@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>
>>> *Subject:* RE: Tax Updates | Montreal Client 168336 Anna Jeffery
>>>
>>>
>>>
>>> Thank you, Troy. Ill find time for us to connect on this internally.
>>>
>>>
>>>
>>>
>>>
>>> Kind regards-
>>>
>>>
>>>
>>> *Elizabeth Clark*
>>>
>>> Director | *TheKey*
>>>
>>> Mobile: 619.822.4855
>>>
>>>
>>>
>>>
>>>
>>> *From:* Troy Riha <troy.riha@thekey.com>
>>> *Sent:* Monday, June 30, 2025 10:02 AM
>>> *To:* eclark@thekey.com
>>> *Cc:* Kristy Poyner <kristy.poyner@thekey.com>; Emily Penne <
>>> epenne@appwrap.com>; Michael Jichetti <michael.jichetti@thekey.com>;
>>> Cheryl Cartwright <ccartwright@thekey.com>; Joey Taylor <
>>> joey.taylor@thekey.com>; Timothy Thomas <tt@thekey.com>;
>>> marykatherine.cope@thekey.com; Frank Liu <fliu@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>
>>> *Subject:* Re: Tax Updates | Montreal Client 168336 Anna Jeffery
>>>
>>>
>>>
>>> To add or change a tax rate is more operational and just a
>>> configuration update (less than an hour).  To test at client level is a
>>> small effort as well, and can be done with Emily that will not impact
>>> the current priorities the development team is focused on.
>>>
>>>
>>>
>>> On Mon, Jun 30, 2025 at 9:56 AM <eclark@thekey.com> wrote:
>>>
>>> Hi All-
>>>
>>>
>>>
>>> Any enhancements in NS need to be scoped, approved for
>>> spend/prioritized, then built and deployed and it’s my understanding
>>> Appwrap is at capacity. Troy- Can you confirm? I know we’ve got CareScout,
>>> Valuecare, and AOB ahead of this and I want to ensure we’re marching
>>> forward in unison.
>>>
>>>
>>>
>>>
>>>
>>> Kind regards-
>>>
>>>
>>>
>>> *Elizabeth Clark*
>>>
>>> Director | *TheKey*
>>>
>>> Mobile: 619.822.4855
>>>
>>>
>>>
>>>
>>>
>>> *From:* Kristy Poyner <kristy.poyner@thekey.com>
>>> *Sent:* Monday, June 30, 2025 9:36 AM
>>> *To:* Emily Penne <epenne@appwrap.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>
>>> *Subject:* Re: Tax Updates | Montreal Client 168336 Anna Jeffery
>>>
>>>
>>>
>>> Hi Emily,
>>>
>>>
>>>
>>> There is not an available tax code in NetSuite that uses the correct
>>> percentage for PST and HST for us to use in order to add it manually.
>>>
>>>
>>>
>>> Thank you,
>>>
>>> *Kristy Poyner*
>>>
>>> Billing Manager
>>>
>>>
>>>
>>> *Upcoming Time Off:*
>>>
>>> July 4th, 2025
>>>
>>>
>>>
>>> <http://www.thekey.com/>
>>>
>>>
>>> ------------------------------
>>>
>>> *From:* Emily Penne <epenne@appwrap.com>
>>> *Sent:* Monday, June 30, 2025 10:51 AM
>>> *To:* Kristy Poyner <kristy.poyner@thekey.com>; Michael Jichetti <
>>> michael.jichetti@thekey.com>; Cheryl Cartwright <ccartwright@thekey.com>
>>> *Cc:* eclark@thekey.com <eclark@thekey.com>; Joey Taylor <
>>> joey.taylor@thekey.com>; Timothy Thomas <tt@thekey.com>;
>>> marykatherine.cope@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>
>>> *Subject:* RE: Tax Updates | Montreal Client 168336 Anna Jeffery
>>>
>>>
>>>
>>> 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 <kristy.poyner@thekey.com>
>>> *Sent:* Monday, June 30, 2025 8:38 AM
>>> *To:* Emily Penne <epenne@appwrap.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>
>>> *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 <epenne@appwrap.com> 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
>>>
>>>
>>>
>>> <http://www.thekey.com/>
>>>
>>>
>>> ------------------------------
>>>
>>> *From:* Emily Penne <epenne@appwrap.com>
>>> *Sent:* Friday, June 27, 2025 11:03 AM
>>> *To:* Michael Jichetti <michael.jichetti@thekey.com>; Cheryl Cartwright
>>> <ccartwright@thekey.com>
>>> *Cc:* eclark@thekey.com <eclark@thekey.com>; Joey Taylor <
>>> joey.taylor@thekey.com>; Timothy Thomas <tt@thekey.com>;
>>> marykatherine.cope@thekey.com <marykatherine.cope@thekey.com>; Kristy
>>> Poyner <kristy.poyner@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>
>>> *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 <michael.jichetti@thekey.com>
>>> *Sent:* Friday, June 27, 2025 8:10 AM
>>> *To:* Cheryl Cartwright <ccartwright@thekey.com>
>>> *Cc:* eclark@thekey.com; Joey Taylor <joey.taylor@thekey.com>; Timothy
>>> Thomas <tt@thekey.com>; marykatherine.cope@thekey.com; Kristy Poyner <
>>> kristy.poyner@thekey.com>; Frank Liu <fliu@thekey.com>; Troy Riha <
>>> troy.riha@thekey.com>; Katherine Cope <katherine.cope@thekey.com>;
>>> Emily Penne <epenne@appwrap.com>; Michelle Schefter <
>>> michelle.kenaga@thekey.com>; Chakera Dixon <cdixon@thekey.com>; Amy
>>> Konke <amy.konke@thekey.com>
>>> *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 AM Michael Jichetti <
>>> michael.jichetti@thekey.com> 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 AM Cheryl Cartwright <
>>> ccartwright@thekey.com> wrote:
>>>
>>> The tax rate for Nova Scotia is 14% not 15%
>>>
>>>
>>>
>>> On Fri, Jun 27, 2025 at 11:45 AM <eclark@thekey.com> 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’d need an enhancement in NetSuite to put tax
>>> configuration overrides on the customer. We should consider trying to find
>>> a way around this that’s 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’s a lot of work. We should
>>> prefer not to upset the relationship by agreeing to manual processes with
>>> that kind of spend, or invest in more manual work for them alone.
>>>
>>>
>>>
>>> Tim- Thoughts?
>>>
>>>
>>>
>>> Kind regards-
>>>
>>>
>>>
>>> *Elizabeth Clark*
>>>
>>> Director | *TheKey*
>>>
>>> Mobile: 619.822.4855
>>>
>>>
>>>
>>>
>>>
>>> *From:* Michael Jichetti <michael.jichetti@thekey.com>
>>> *Sent:* Friday, June 27, 2025 7:34 AM
>>> *To:* Joey Taylor <joey.taylor@thekey.com>
>>> *Cc:* marykatherine.cope@thekey.com; Kristy Poyner <
>>> kristy.poyner@thekey.com>; Timothy Thomas <tt@thekey.com>; Elizabeth
>>> Clark <eclark@thekey.com>; Frank Liu <fliu@thekey.com>; Cheryl
>>> Cartwright <ccartwright@thekey.com>; Troy Riha <troy.riha@thekey.com>;
>>> Katherine Cope <katherine.cope@thekey.com>; Emily Penne <
>>> epenne@appwrap.com>; Michelle Schefter <michelle.kenaga@thekey.com>;
>>> Chakera Dixon <cdixon@thekey.com>; Amy Konke <amy.konke@thekey.com>
>>> *Subject:* Re: Tax Updates | Montreal Client 168336 Anna Jeffery
>>>
>>>
>>>
>>> HST of 5% and a PST of 10% for a combined 15%
>>>
>>>
>>>
>>> On Fri, Jun 27, 2025 at 10:29 AM Joey Taylor <joey.taylor@thekey.com>
>>> wrote:
>>>
>>> Good Afternoon,
>>>
>>> This client is not in Montreal, they are in Nova Scotia. The services
>>> are being done in Nova Scotia. We would need the Nova Scotia tax rate
>>> applied, not Montreal.
>>>
>>> Thank you,
>>>
>>>
>>>
>>> On Fri, Jun 27, 2025 at 10:11 AM Michael Jichetti <
>>> michael.jichetti@thekey.com> wrote:
>>>
>>> Hi
>>>
>>>
>>>
>>> Hope all is well is all. Montreal has a Federal GST of 5% and a
>>> Provincial QST of 9.975%. Combined it would be a total of 14.98% for
>>> Montreal. Thank you
>>>
>>>
>>>
>>> On Fri, Jun 27, 2025 at 9:55 AM <marykatherine.cope@thekey.com> wrote:
>>>
>>> Adding Michael Jichetti to see if he can advise on the standard tax rate
>>> used for Montreal.
>>>
>>>
>>>
>>> Adding Emily Penne from AppWrap to see if she can advise on the question
>>> related to adding the tax rate and tax IDs for this providence to
>>> NetSuite.
>>>
>>>
>>>
>>> *Katherine Cope*
>>>
>>> Senior Manager, Accounting | *TheKey*
>>>
>>> Mobile: 865.789.4301
>>>
>>>
>>>
>>> *From:* Kristy Poyner <kristy.poyner@thekey.com>
>>> *Sent:* Thursday, June 26, 2025 5:57 PM
>>> *To:* 'Timothy Thomas' <tt@thekey.com>; Elizabeth Clark <
>>> eclark@thekey.com>; Frank Liu <fliu@thekey.com>; 'Cheryl Cartwright' <
>>> ccartwright@thekey.com>; Troy Riha <troy.riha@thekey.com>; 'Katherine
>>> Cope' <katherine.cope@thekey.com>
>>> *Cc:* 'Joey Taylor' <joey.taylor@thekey.com>; Michelle Schefter <
>>> michelle.kenaga@thekey.com>; Chakera Dixon <cdixon@thekey.com>; Amy
>>> Konke <amy.konke@thekey.com>
>>> *Subject:* Tax Updates | Montreal Client 168336 Anna Jeffery
>>>
>>>
>>>
>>> Hi Team,
>>>
>>>
>>>
>>> Joey reached out regarding client 168336 Anna Jeffery now receiving
>>> services from the Montreal office that is needing to bill the Nova Scotia
>>> tax rate rather than the standard tax rate used for Montreal. Can anyone
>>> assist with advising how we would go about identifying the tax rate and tax
>>> IDs for this providence and adding them to NetSuite?
>>>
>>>
>>>
>>> Thank you,
>>>
>>> *Kristy Poyner*
>>>
>>> Billing Manager
>>>
>>>
>>>
>>> *Upcoming Time Off:*
>>>
>>> July 4th, 2025
>>>
>>>
>>>
>>> <http://www.thekey.com/>
>>>
>>>
>>>
>>>
>>>
>>>
>>> --
>>>
>>> *Michael Jichetti*
>>>
>>> Head of Tax
>>>
>>> Email: Michael.Jichetti@thekey.com
>>>
>>>
>>>
>>> [image: Image removed by sender. TheKey]
>>> <https://homecareassistance.com/>
>>>
>>>
>>>
>>>
>>> --
>>>
>>> *Joey Taylor*
>>>
>>> *Directeur Général/General Manager*
>>>
>>> 514-907-5065
>>>
>>> *TheKey.ca*   <https://thekey.ca/>
>>>
>>> [image: Image removed by sender. TheKey]
>>>
>>>
>>>
>>>
>>> --
>>>
>>> *Michael Jichetti*
>>>
>>> Head of Tax
>>>
>>> Email: Michael.Jichetti@thekey.com
>>>
>>>
>>>
>>> [image: Image removed by sender. TheKey]
>>> <https://homecareassistance.com/>
>>>
>>>
>>>
>>>
>>> --
>>>
>>> *Michael Jichetti*
>>>
>>> Head of Tax
>>>
>>> Email: Michael.Jichetti@thekey.com
>>>
>>>
>>>
>>> [image: Image removed by sender. TheKey]
>>> <https://homecareassistance.com/>
>>>
>>>
>>>
>>>
>>> --
>>>
>>> *Michael Jichetti*
>>>
>>> Head of Tax
>>>
>>> Email: Michael.Jichetti@thekey.com
>>>
>>>
>>>
>>> [image: Image removed by sender. TheKey]
>>> <https://homecareassistance.com/>
>>>
>>>
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>>
>>
>> --
>>
>> *Michael Jichetti*
>>
>> Head of Tax
>>
>> Email: Michael.Jichetti@thekey.com
>>
>>
>>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>
>
> --
> Frank Liu
> * Please note my email has changed: *
> fliu@thekey.com <https://brand.thekey.com/esg/fliu@thekey.com>
> +1-650-996-9107
> TheKey.com <https://www.thekey.com/>
> [image: TheKey] <https://homecareassistance.com/>
>


-- 
Frank Liu
* Please note my email has changed: *
fliu@thekey.com <https://brand.thekey.com/esg/fliu@thekey.com>
+1-650-996-9107
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://homecareassistance.com/>