--0000000000000ef1d50638e66199 Content-Type: multipart/alternative; boundary="0000000000000ef1d30638e66198" --0000000000000ef1d30638e66198 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Michael would you be able to help clarify where it would show up as Montreal? Are you talking about a tax report? If so, can you advise so and we can try to test. In the below we can see that the Novia Scotia tax $40.50 is captured in a specific account "PST NS payable a/c". On Tue, Jul 1, 2025 at 4:02=E2=80=AFPM Michael Jichetti wrote: > Hi > > Yes the rates are correct but apologies if I am missing how do we know it= s > not going to show up as part of Montreal. Thank you > > On Tue, Jul 1, 2025 at 6:45=E2=80=AFPM Kristy Poyner > wrote: > >> This looks good from a billing perspective. >> >> @Michael Jichetti and @Katherine Cope >> Does this accomplish what it needs to from a >> GL and tax reporting perspective? >> >> >> Thank you, >> >> *Kristy Poyner* >> >> Billing Manager >> >> >> >> *Upcoming Time Off:* >> >> July 4th, 2025 >> >> >> >> >> ------------------------------ >> *From:* Frank Liu >> *Sent:* Tuesday, July 1, 2025 4:48 PM >> *To:* Michael Jichetti >> *Cc:* Emily Penne ; eclark@thekey.com > eclark@thekey.com>; Troy Riha ; Kristy Poyner > kristy.poyner@thekey.com>; Cheryl Cartwright ; >> Joey Taylor ; Timothy Thomas ; >> marykatherine.cope@thekey.com ; Katherine >> Cope ; Michelle Schefter > michelle.kenaga@thekey.com>; Chakera Dixon ; Amy >> Konke >> *Subject:* Re: Tax Updates | Montreal Client 168336 Anna Jeffery >> >> Michael, Katherine, Kristy >> Can you take a look at GL Impact for this invoice >> >> in SB2? Emily had setup the Nexus for NS and then I just created the t= ax >> group for 9% PST + 5 GST and was able to change it. >> [image: Screenshot_7_1_25__2_47=E2=80=AFPM.jpg] >> 1063949 >> >> 146244 Anna Jeffrey >> >> We do have a customization in place to grab the default tax code from th= e >> 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 t= he >> invoice level from once generated. >> >> -Frank >> >> >> >> On Mon, Jun 30, 2025 at 11:15=E2=80=AFAM Frank Liu wro= te: >> >> 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 t= o >> proceed with. >> >> - >> [image: Screenshot_6_30_25__10_54=E2=80=AFAM.jpg] >> >> On Mon, Jun 30, 2025 at 10:36=E2=80=AFAM Michael Jichetti > michael.jichetti@thekey.com> wrote: >> >> The tax rate for Nova Scotia is 9% this would be the PST the HST is 5% s= o >> the combination would be 14% total. I would think everything would be th= e >> same except the rates. >> >> On Mon, Jun 30, 2025 at 1:23=E2=80=AFPM Emily Penne = 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 o= n >> 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=E2=80=A6this is how Quebec is set up..if it is the = same for >> Nova Scotia but only % Difference please let me know. We also don=E2=80= =99t have a >> PST expense account for Nova Scotia >> >> >> >> >> >> >> >> *From:* eclark@thekey.com >> *Sent:* Monday, June 30, 2025 10:14 AM >> *To:* 'Troy Riha' >> *Cc:* 'Kristy Poyner' ; 'Emily Penne' > epenne@appwrap.com>; 'Michael Jichetti' ; >> 'Cheryl Cartwright' ; 'Joey Taylor' > joey.taylor@thekey.com>; 'Timothy Thomas' ; >> marykatherine.cope@thekey.com; 'Frank Liu' ; 'Katherine >> Cope' ; 'Michelle Schefter' > michelle.kenaga@thekey.com>; 'Chakera Dixon' ; 'Amy >> Konke' >> *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 >> *Sent:* Monday, June 30, 2025 10:02 AM >> *To:* eclark@thekey.com >> *Cc:* Kristy Poyner ; Emily Penne > epenne@appwrap.com>; Michael Jichetti ; >> Cheryl Cartwright ; Joey Taylor > joey.taylor@thekey.com>; Timothy Thomas ; >> marykatherine.cope@thekey.com; Frank Liu ; Katherine >> Cope ; Michelle Schefter > michelle.kenaga@thekey.com>; Chakera Dixon ; Amy >> Konke >> *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