RE: FW: Invoice for May 28-June 7th 2024 - [#830062]

Hello all,

 

The process to setup suppliers is the same across the board – It’s a PTP process.

 

The exception for US and CAD is a W9 versus W8- Ben.

 

For Canada,  a W8-Ben is normally required, but because of our business it is not. We are not required to collect W8 -Ben for Canada suppliers. We do report 1099 to the IRS for Canada

 

For US, it is required to collect W-9 form for all suppliers, and to classified suppliers as 1099 eligible or not.

 

We need separate forms for US, CAD, AUS.

 

Let’s discuss further with Wilkie.

 

Thanks,

 


Anotte Francois 

	

Disbursements Sr. Director


 <mailto:anotte.francois@thekey.com> anotte.francois@thekey.com 

	
	

 <https://homecareassistance.com/> 

 

 

From: Laszlo Kovacs <laszlo.kovacs@thekey.com> 
Sent: Wednesday, June 19, 2024 10:50 AM
To: Timothy Thomas <tt@thekey.com>; Alyson Rohane <alyson.rohane@thekey.com>
Cc: Anotte Francois <anotte.francois@thekey.com>; Elizabeth Clark <eclark@thekey.com>; An Ly <an.ly@thekey.com>; Troy Riha <troy.riha@thekey.com>
Subject: RE: FW: Invoice for May 28-June 7th 2024 - [#830062]

 

Thanks Tim-

 

Alyson, 

 

To avoid any potential for re-work here, I’d suggest you reach out to CC and ask them for guidance on what is needed for setup of CAD vendors. Might also make sense to double check with Legal as well. 

 

Thanks,

 

From: Timothy Thomas <tt@thekey.com <mailto:tt@thekey.com> > 
Sent: Wednesday, June 19, 2024 9:32 AM
To: Laszlo Kovacs <laszlo.kovacs@thekey.com <mailto:laszlo.kovacs@thekey.com> >
Cc: Alyson Rohane <alyson.rohane@thekey.com <mailto:alyson.rohane@thekey.com> >; Anotte Francois <anotte.francois@thekey.com <mailto:anotte.francois@thekey.com> >; Elizabeth Clark <eclark@thekey.com <mailto:eclark@thekey.com> >; An Ly <an.ly@thekey.com <mailto:an.ly@thekey.com> >; Troy Riha <troy.riha@thekey.com <mailto:troy.riha@thekey.com> >
Subject: Re: FW: Invoice for May 28-June 7th 2024 - [#830062]

 

I haven't gone through the process myself but I've heard that there is a 1099 and W8Ben form required. Is that correct?

 

As for the help option, yes I think that could work as long as it's cristal clear.

 

On Wed, Jun 19, 2024 at 9:55 AM Laszlo Kovacs <laszlo.kovacs@thekey.com <mailto:laszlo.kovacs@thekey.com> > wrote:

Tim,

 

Does this work for you?

 

Thanks,

 

From: Alyson Rohane <alyson.rohane@thekey.com <mailto:alyson.rohane@thekey.com> > 
Sent: Tuesday, June 18, 2024 8:21 PM
To: Laszlo Kovacs <laszlo.kovacs@thekey.com <mailto:laszlo.kovacs@thekey.com> >; Timothy Thomas <tt@thekey.com <mailto:tt@thekey.com> >
Cc: anotte.francois@thekey.com <mailto:anotte.francois@thekey.com> ; Elizabeth Clark <eclark@thekey.com <mailto:eclark@thekey.com> >; an.ly@thekey.com <mailto:an.ly@thekey.com> ; Troy Riha <troy.riha@thekey.com <mailto:troy.riha@thekey.com> >
Subject: Re: FW: Invoice for May 28-June 7th 2024 - [#830062]

 

Good evening, @Timothy Thomas <mailto:tt@thekey.com>  and @Laszlo Kovacs <mailto:laszlo.kovacs@thekey.com>  - 

 

We connected with Cross Country to see what the options for creating a Canada form. They came back to suggest that they include a "help field" on the 1099 checkbox field to call out that this field is only for US suppliers. 

 

Would this work for you? Or were there other fields causing complications when filling out the form? 

 

On Wed, Jun 12, 2024 at 7:44 AM Laszlo Kovacs <laszlo.kovacs@thekey.com <mailto:laszlo.kovacs@thekey.com> > wrote:

Anotte/Alyson,

 

See the thread below. Tim does have a good point in CAD vendors potentially being confused when being asked for US forms/info during CSP onboarding. Can we please look into whether we can request different criteria for vendors based on their geography (ie., the CAD version of a 1099 in this example). 

 

Thanks,

 

From: Timothy Thomas <tt@thekey.com <mailto:tt@thekey.com> > 
Sent: Tuesday, June 11, 2024 5:24 PM
To: Laszlo Kovacs <laszlo.kovacs@thekey.com <mailto:laszlo.kovacs@thekey.com> >
Subject: Fwd: Invoice for May 28-June 7th 2024 - [#830062]

 

Hey man. 

 

Do you oversee this department? Any chance we can make an exception and have AP manually build Canadian vendors in coupa? There aren’t many and the process is a pain as it asks vendors for 1099 forms and W8Bens which just confuses our them and leads them to abandon. 





Tim Thomas


Head of Canada Division


Please note my email has changed:


 <mailto:tt@thekey.com> tt@TheKey.com


(514) 591-9387

	

 <https://www.thekey.ca/> TheKey.ca


 <https://www.thekey.com/> 

 

 

---------- Forwarded message ---------
From: Hailey Nguyen <ap-invoices@homecareassistance.com <mailto:ap-invoices@homecareassistance.com> >
Date: Tue, Jun 11, 2024 at 6:18 PM
Subject: Fwd: Invoice for May 28-June 7th 2024 - [#830062]
To: <tt@thekey.com <mailto:tt@thekey.com> >, Sharon Speirs <sspeirs@thekey.com <mailto:sspeirs@thekey.com> >

 

Hello Timothy,

 

Per management, AP is not allowed to manually set up new vendor in Coupa.  We can help complete their profile if/when the vendor is unable to submit the 2nd form.  But the first form needs to be request by The Key's employee.  

 

Best regards,

 

Hailey 

On Tue, 11 Jun at 4:18 PM 

, Timothy Thomas <tt@thekey.com <mailto:tt@thekey.com> > wrote: 

Hailey, given the challenges in onboarding new vendors into coupa, can AP assist in entering Shellie manually.

 

On Tue, Jun 11, 2024 at 3:59 PM Sharon Speirs <sspeirs@thekey.com <mailto:sspeirs@thekey.com> > wrote:

Okay, thanks for checking we will input and get it back to your team

Sharon

 

Sharon, Speirs

 

General Manager

Vancouver, BC

Office: 778.279.3634

sspeirs@thekey.com <mailto:sspeirs@thekey.com> 

 

 <https://thekey.ca/> TheKey.ca  

 



 

 

 

 

 

 

On Tue, Jun 11, 2024 at 12:59 PM Hailey Nguyen <ap-invoices@homecareassistance.com <mailto:ap-invoices@homecareassistance.com> > wrote:

Hi Sharon,

 

Both Shellie Lim and S.H.E. WORKS HEALTH CARE CONSULTING Inc are not pulling up in NetSuite nor Coupa.  Please see below. 

 

 

Coupa





 

 

NetSuite:



 

 



 

Best,

 

Hailey 

 

On Tue, 11 Jun at 3:37 PM , SharonSpeirs <sspeirs@homecareassistance.com <mailto:sspeirs@homecareassistance.com> > wrote: 

she is a new employee or contractor - I thought she was already added but your saying she was not?

 

Sharon, Speirs

 

General Manager

Vancouver, BC

Office: 778.279.3634

sspeirs@thekey.com <mailto:sspeirs@thekey.com> 

 

 <https://thekey.ca/> TheKey.ca  

 



 

 

 

 

 

 

On Tue, Jun 11, 2024 at 11:05 AM Hailey Nguyen <ap-invoices@homecareassistance.com <mailto:ap-invoices@homecareassistance.com> > wrote:

Please take a look at ticket #830062 <https://hca.freshdesk.com/helpdesk/tickets/830062>  raised by Shellie Lim (shellie.lim@thekey.com <mailto:shellie.lim@thekey.com> ).

 

Hello Sharon,

 

I couldn't locate the vendor in our system.  Please request a new supplier request through Coupa to set up new vendor.

​ 

 

Thank you,

 

Hailey

 

 

 

 

-- 


Tim Thomas


Head of Canada Division


Please note my email has changed:


 <mailto:tt@thekey.com> tt@TheKey.com


(514) 591-9387

	

 <https://www.thekey.ca/> TheKey.ca


 <https://www.thekey.com/> 


830062:611100 




 

-- 


Tim Thomas


Head of Canada Division


Please note my email has changed:


 <mailto:tt@thekey.com> tt@TheKey.com


(514) 591-9387

	

 <https://www.thekey.ca/> TheKey.ca


 <https://www.thekey.com/>