Re: FW: Canada Tax Requirements /Winnipeg East

Alyson,
There are two areas on the invoice temmplate  Is this for both the tax and
footer section?  Better yet can you update/mockup for what this needs to
look like so everyone is aligned.

And to confirm, is this only for the Quebec/Montreal agency/location
templates?

thanks,
Frank

[image: hotprint_nl.jpg]

On Tue, Nov 28, 2023 at 12:21 PM Alyson Rohane <alyson.rohane@thekey.com>
wrote:

> Thank you Tim, Renee & Michael!
>
> Hi, Frank - Can we please have the tax abbreviations updated in NetSuite (PST/TPS
> and QST/TVQ)?
>
> On Tue, Nov 28, 2023 at 12:12 PM Timothy Thomas <tt@thekey.com> wrote:
>
>> I'm good with that option as well.
>>
>> On Tue, Nov 28, 2023 at 2:26 PM Michael Jichetti <
>> michael.jichetti@thekey.com> wrote:
>>
>>> Yes I agree with Renee 100%.
>>>
>>> On Tue, Nov 28, 2023 at 2:20 PM Ip, Renee <reneeip@kpmg.ca> wrote:
>>>
>>>> Hi all - I think is best to use both PST/TPS and QST/TVQ.  Thanks!
>>>>
>>>>
>>>>
>>>> *Renee Ip *
>>>>
>>>> Senior Manager, Indirect Tax
>>>>
>>>> KPMG LLP
>>>>
>>>>
>>>>
>>>> Vaughan Metropolitan Centre
>>>>
>>>> 100 New Park Place, Suite 1400
>>>>
>>>> Vaughan, ON L4K 0J3
>>>>
>>>> Tel: 416-228-7027
>>>>
>>>> Fax: 905-265-6390
>>>>
>>>> *Reneeip@kpmg.ca <Reneeip@kpmg.ca>*
>>>>
>>>>
>>>>
>>>> *Any advice herein is based on the facts provided to us and on current
>>>> tax law including judicial and administrative interpretation. Tax law is
>>>> subject to continual change, at times on a retroactive basis and may result
>>>> in incremental taxes, interest or penalties. Should the facts provided to
>>>> us be incorrect or incomplete or should the law or its interpretation
>>>> change, our advice may be inappropriate. We are not responsible for
>>>> updating our advice for changes in law or interpretation after the date
>>>> hereof.*
>>>>
>>>> *Québec announced through its November 10, 2017 economic plan that it
>>>> intends to introduce legislation that will prohibit a taxpayer who has
>>>> carried out a transaction, or series of transactions, subject to a Revenu
>>>> Québec final assessment based on the general anti-avoidance rule from being
>>>> able to obtain authorization from the Autorité des marchés financiers (AMF)
>>>> to bid for or obtain public contracts.  The taxpayer will be listed in the
>>>> Register of Enterprises Ineligible for Public Contracts.*
>>>>
>>>> *Our advice is limited to the conclusions specifically set forth herein
>>>> and KPMG expresses no opinion with respect to any other federal, provincial
>>>> or foreign tax or legal aspect of the transactions described herein. It
>>>> should be noted that the Canada Revenue Agency and/or the relevant
>>>> provincial tax authority and/or a foreign tax authority and/or any other
>>>> governmental tax authority (collectively a Tax or Revenue Authority) could
>>>> take a different position with respect to these transactions in which case
>>>> it may be necessary for you to defend this position on appeal from an
>>>> assessment or litigate the dispute before the courts, including one or more
>>>> appellate courts, in order for our conclusions to prevail.  If a settlement
>>>> were reached with a Tax or Revenue Authority or if such appeal and
>>>> litigation were not, or were not entirely, successful, the result would
>>>> likely be different from the views we express herein.  Unless expressly
>>>> provided for, KPMG’s services do not include representing Client in the
>>>> event of a challenge by a Tax or Revenue Authority or litigation before any
>>>> court.*
>>>>
>>>> *KPMG's advice is for the sole use of KPMG's client.  The advice is
>>>> based on the specific facts and circumstances and the scope of KPMG’s
>>>> engagement and is not intended to be relied upon by any other person.  KPMG
>>>> disclaims any responsibility or liability for any reliance that any person
>>>> other than the client may place on this advice.*
>>>>
>>>>
>>>>
>>>> *From:* Timothy Thomas <tt@thekey.com>
>>>> *Sent:* Tuesday, November 28, 2023 1:25 PM
>>>> *To:* Alyson Rohane <alyson.rohane@thekey.com>
>>>> *Cc:* Ip, Renee <reneeip@kpmg.ca>; michael.jichetti@thekey.com;
>>>> daniel.barakat@thekey.com; Frank Liu <fliu@thekey.com>; Steve Koyanagi
>>>> <skoyanagi@thekey.com>; eclark@thekey.com; Laszlo Kovacs <
>>>> laszlo.kovacs@thekey.com>; natalie.cahoone@thekey.com
>>>> *Subject:* Re: FW: Canada Tax Requirements /Winnipeg East [EXTERNAL]
>>>>
>>>>
>>>>
>>>> Hi Alyson,
>>>>
>>>>
>>>>
>>>> Those are the french abbreviations for Quebec sales taxes.
>>>>
>>>>
>>>>
>>>> TPS (taxe sur les produits et services)
>>>>
>>>> TVQ (taxe de vente du Québec)
>>>>
>>>>
>>>>
>>>> On Tue, Nov 28, 2023 at 12:58 PM Alyson Rohane <
>>>> alyson.rohane@thekey.com> wrote:
>>>>
>>>> Good afternoon, Tim -
>>>>
>>>>
>>>>
>>>> Circling back to this email where the tax abbreviations were initially
>>>> finalized. Can you please explain to Michael and Renee why the
>>>> abbreviations need to be changed (PST to TPS and QST to TVQ)?
>>>>
>>>>
>>>>
>>>> We are looking to align before moving forward with any updates. Thank
>>>> you!
>>>>
>>>>
>>>>
>>>> --
>>>>
>>>> *Alyson Rohane*
>>>>
>>>> Senior Continuous Improvement Analyst
>>>>
>>>> alyson.rohane@thekey.com
>>>>
>>>> [image: Image removed by sender.]
>>>>
>>>>
>>>>
>>>> *From:* brian.fialko@thekey.com <brian.fialko@thekey.com>
>>>> *Sent:* Tuesday, October 17, 2023 5:33 AM
>>>> *To:* eclark@thekey.com; 'Ip, Renee' <reneeip@kpmg.ca>;
>>>> Michael.Jichetti@thekey.com; daniel.barakat@thekey.com; 'Frank Liu' <
>>>> fliu@thekey.com>; 'Timothy Thomas' <tt@thekey.com>; 'Steve Koyanagi' <
>>>> skoyanagi@thekey.com>
>>>> *Cc:* 'Laszlo Kovacs' <laszlo.kovacs@thekey.com>; 'Natalie Cahoone' <
>>>> natalie.cahoone@thekey.com>
>>>> *Subject:* RE: Canada Tax Requirements /Winnipeg East
>>>>
>>>>
>>>>
>>>> Hi Elizabeth,
>>>>
>>>>
>>>>
>>>> This looks good on my end.
>>>>
>>>>
>>>>
>>>> Thank you,
>>>>
>>>>
>>>>
>>>> Brian
>>>>
>>>>
>>>>
>>>> *From:* eclark@thekey.com <eclark@thekey.com>
>>>> *Sent:* Monday, October 16, 2023 6:05 PM
>>>> *To:* 'Ip, Renee' <reneeip@kpmg.ca>; Michael.Jichetti@thekey.com;
>>>> brian.fialko@thekey.com; daniel.barakat@thekey.com; 'Frank Liu' <
>>>> fliu@thekey.com>; 'Timothy Thomas' <tt@thekey.com>; 'Steve Koyanagi' <
>>>> skoyanagi@thekey.com>
>>>> *Cc:* 'Laszlo Kovacs' <laszlo.kovacs@thekey.com>; 'Natalie Cahoone' <
>>>> natalie.cahoone@thekey.com>
>>>> *Subject:* Canada Tax Requirements /Winnipeg East
>>>> *Importance:* High
>>>>
>>>>
>>>>
>>>> Hello Everyone,
>>>>
>>>>
>>>>
>>>> Thank you for your time on the 13th, to discuss Winnipeg East & align
>>>> on final requirements. Below are the notes and action items I was able to
>>>> capture during our time together, please let me know if I missed or
>>>> misrepresented anything.
>>>>
>>>>
>>>>
>>>>
>>>>
>>>> *Situation:*
>>>>
>>>> As we look to integrate Winnipeg to NetSuite, from an Invoice &
>>>> Collections perspective, we learned we are required to put the Tax Type &
>>>> ID as a footer on the NetSuite invoice. During this conversation we learned
>>>> Winnipeg West and Winnipeg East were amalgamated and as a result, that we
>>>> should not need to build a Winnipeg East location in NetSuite.
>>>> Additionally, that in 2022 all taxes were filed under Winnipeg West.
>>>>
>>>>
>>>>
>>>>
>>>>
>>>> *Assessment:*
>>>>
>>>>
>>>>
>>>> There are 3 clients, shown below, booked to Winnipeg East. If the two
>>>> locations should truly be one, West, these clients should be updated in
>>>> ClearCare.
>>>>
>>>>
>>>> *Action Items:*
>>>>
>>>>    - Accounting- Evaluate 2022 invoice totals for these clients to
>>>>    determine if Winnipeg Tax Filing for 2022 needs to be amended.
>>>>    - Tim Thomas- Please email ClearCare support and have Winnipeg East
>>>>    inactivated to prevent future bookings on this location once the above 3
>>>>    clients are moved to Winnipeg West in ClearCare
>>>>    - Frank/Elizabeth- At go-live, we will only map Winnipeg West
>>>>    location in ClearCare to NS Location # 179
>>>>
>>>>
>>>>
>>>> *Footer on Canada & Tax Amount Displayed:*
>>>>
>>>>
>>>>
>>>> Tax data stored here
>>>> https://docs.google.com/spreadsheets/d/1y4aEdg6gssizE26tDly9bcltaVtlmm9xcqfFCXth808/edit?usp=sharing
>>>> <https://urldefense.com/v3/__https:/docs.google.com/spreadsheets/d/1y4aEdg6gssizE26tDly9bcltaVtlmm9xcqfFCXth808/edit?usp=sharing__;!!N8Xdb1VRTUMlZeI!gwg10ku04K1l4P7W7hOTxh3tbWwPfmN7AqDaF8aJPODsLOdZFPnLMWXP4gzPLCQg9hV5rYn6$>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>> Kind regards-
>>>>
>>>>
>>>>
>>>> Elizabeth Clark
>>>>
>>>> *Director, CI & Transformation*
>>>>
>>>> *Long Term Care Insurance, Onboarding*
>>>>
>>>> *TheKey*
>>>>
>>>> Office|Cell : 619-822-4855
>>>>
>>>> eclark@thekey.com
>>>>
>>>>
>>>>
>>>> *TheKey.com
>>>> <https://urldefense.com/v3/__https:/www.thekey.com/__;!!N8Xdb1VRTUMlZeI!gwg10ku04K1l4P7W7hOTxh3tbWwPfmN7AqDaF8aJPODsLOdZFPnLMWXP4gzPLCQg9jD037FL$>*
>>>>
>>>>
>>>>
>>>> [image: TheKey]
>>>> <https://urldefense.com/v3/__https:/homecareassistance.com/__;!!N8Xdb1VRTUMlZeI!gwg10ku04K1l4P7W7hOTxh3tbWwPfmN7AqDaF8aJPODsLOdZFPnLMWXP4gzPLCQg9pE7Ey66$>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>> --
>>>>
>>>> *Tim Thomas*
>>>>
>>>> Head of Canada Division
>>>>
>>>> *Please note my email has changed:*
>>>>
>>>> tt@TheKey.com <tt@thekey.com>
>>>>
>>>> (514) 591-9387
>>>>
>>>> *TheKey.ca
>>>> <https://urldefense.com/v3/__https:/www.thekey.ca/__;!!N8Xdb1VRTUMlZeI!gwg10ku04K1l4P7W7hOTxh3tbWwPfmN7AqDaF8aJPODsLOdZFPnLMWXP4gzPLCQg9pS_Y7rF$>*
>>>>
>>>> [image: Image removed by sender. TheKey]
>>>> <https://urldefense.com/v3/__https:/www.thekey.com/__;!!N8Xdb1VRTUMlZeI!gwg10ku04K1l4P7W7hOTxh3tbWwPfmN7AqDaF8a