RE: Tax Updates | Montreal Client 168336 Anna Jeffery

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 <mailto: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 <mailto: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 <mailto: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 < <mailto:kristy.poyner@thekey.com> kristy.poyner@thekey.com>
Sent: Thursday, June 26, 2025 5:57 PM
To: 'Timothy Thomas' < <mailto:tt@thekey.com> tt@thekey.com>; Elizabeth Clark < <mailto:eclark@thekey.com> eclark@thekey.com>; Frank Liu < <mailto:fliu@thekey.com> fliu@thekey.com>; 'Cheryl Cartwright' < <mailto:ccartwright@thekey.com> ccartwright@thekey.com>; Troy Riha < <mailto:troy.riha@thekey.com> troy.riha@thekey.com>; 'Katherine Cope' < <mailto:katherine.cope@thekey.com> katherine.cope@thekey.com>
Cc: 'Joey Taylor' < <mailto:joey.taylor@thekey.com> joey.taylor@thekey.com>; Michelle Schefter < <mailto:michelle.kenaga@thekey.com> michelle.kenaga@thekey.com>; Chakera Dixon < <mailto:cdixon@thekey.com> cdixon@thekey.com>; Amy Konke < <mailto:amy.konke@thekey.com> 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:  <mailto:Michael.Jichetti@thekey.com> Michael.Jichetti@thekey.com

 <https://homecareassistance.com/>

Joey Taylor

Directeur Général/General Manager

514-907-5065

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

Michael Jichetti

Head of Tax

Email:  <mailto:Michael.Jichetti@thekey.com> Michael.Jichetti@thekey.com

 <https://homecareassistance.com/>