Tax Requirements Validation- Canada Go-Live Prep

Hello Everyone-

 

Thank you for your time today. Below are the notes and action items from our
call today.

 

Notes:

On Boarding: 

CSM/CSL teams' own determination if clients should be charged tax for all
agencies below. If charging tax is required, the "charge tax" 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 <mailto:Billiing@TheKey.Com>
the request to adjust past billing. 

 

 

Action Items:

*	Frank to deliver Requirement to Appwrap for Montreal- Required to
display our Agency Permit on the footer of the invoice. This can be hard
coded, does not need to change at a client level. Every invoice should have
this permit number displayed. "Numero AP-2000870"
*	Frank to deliver Requirement to Appwrap for Montreal- Required to
break out 2 tax types, GST 5% & QST 9.975%, individually under the sub-total
of the invoice. Order of display and example shown below. 

*	Remove "HST" verbiage.
*	This will require an update to the Montreal Invoice Template to have
2 tax types broken out/calculated separately.

 

Current State Invoice:



 

Future State Placement:


 

*	Ali to send list of Montreal Clients we charge tax to today, so we
can update the client record in NS before we send our 1st NS invoice. Frank
& Elizabeth will determine w/Appwrap, the best way to make this one-time
update. 
*	Frank to deliver Requirement to Appwrap Oakville/Waterloo- HST 13% 
*	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%

*	Question on above items, should we also be charging PST?

*	Steve- Can you please confirm/deny we are required to add these tax
codes to the footer of our invoices?



Thank you! 

 

Elizabeth Clark 

Director, CI & Transformation

Long Term Care Insurance, Onboarding

 

TheKey