Re: FW: TheKey Canadian Tax Returns

Checking to see if Tim made any headway by calling to get more details.

On Tue, Jun 13, 2023 at 11:45 AM <brian.fialko@thekey.com> wrote:

> Hi Angie,
>
>
>
> Just checking on the below.
>
>
>
> Thank you!!
>
>
>
> *From:* Timothy Thomas <tt@thekey.com>
> *Sent:* Monday, June 12, 2023 2:26 PM
> *To:* Woolley, Jessica A <jwoolley@kpmg.ca>; Angie Markwell <
> angie.markwell@thekey.com>
> *Cc:* Towns Lewis, Ashley <atowns@kpmg.ca>; rebecca.ng@thekey.com;
> brian.fialko@thekey.com; daniel.barakat@thekey.com;
> geraldine.nath@thekey.com
> *Subject:* Re: TheKey Canadian Tax Returns
>
>
>
> Correct, I'm not authorized on any of these entities. I can manage to
> secure access to Montreal as I was an owner of this entity in the past.
>
>
>
> As for the others, I'm not sure who at TheKey would have authorization,
> other than the previous owners.
>
>
>
> adding @Angie Markwell <angie.markwell@thekey.com> as perhaps she can
> help.
>
>
>
>
>
>
>
> On Mon, Jun 12, 2023 at 1:53 PM Woolley, Jessica A <jwoolley@kpmg.ca>
> wrote:
>
> Hi Tim,
>
>
>
> Based on this message, it unfortunately appears that you might not be
> registered as an authorized signing officer with the CRA. Have you been
> able to access records for these entities/speak to the CRA about these
> entities in the past? If you are not registered as an authorized signing
> officer, is there someone else at TheKey that would be that can provide you
> with authorization?
>
>
>
> Thanks,
>
>
>
> *Jessica Woolley, CPA *
>
> KPMG LLP
>
> 403 476 3742
>
>
>
> *From:* Timothy Thomas <tt@thekey.com>
> *Sent:* Monday, June 12, 2023 10:19 AM
> *To:* Woolley, Jessica A <jwoolley@kpmg.ca>
> *Cc:* Towns Lewis, Ashley <atowns@kpmg.ca>; rebecca.ng@thekey.com;
> brian.fialko@thekey.com; daniel.barakat@thekey.com;
> geraldine.nath@thekey.com
> *Subject:* Re: TheKey Canadian Tax Returns [EXTERNAL]
>
>
>
> I've received the following error when attempting to add each entity:
>
>
>
> *Business number (9 digits) **(required)**Error: According to our
> records, you are not listed either as a primary contact or the owner of the
> business associated with this Business Number (BN). If you are a primary
> contact or the business owner, print or write down this error message and
> contact us at 1-800-959-5525 to update the information. (Ref. code: 001)*
>
>
>
> On Mon, Jun 12, 2023 at 10:14 AM Woolley, Jessica A <jwoolley@kpmg.ca>
> wrote:
>
> Hi Tim,
>
>
>
> Okay great, well that’s a good start! From here, if you are authorized for
> the various TheKey entities, you should be able to input their business
> numbers and see their information. The business numbers are as follows:
>
>
>
>    - 2004437 Alberta Ltd. – 71798 0320
>    - ARYA HEALTHY LIVING INC. - 82455 0594
>    - ARYA HEALTHY LIVING OAKVILLE INC. – 76780 0113
>    - HCA Home Care Assistance Canada Inc. - 79049 7861
>    - Home Care Assistance (Montréal) Inc. - 85342 4380
>    - Orofresh Enterprises Inc. - 85060 2871 / 83637 0056
>
>
>    - Two entities amalgamated to form this entity in 2022, so I have
>       included both predecessor’s business numbers
>
>
>    - SJD CARE SERVICES INC. - 81231 9374
>    - Prairie Senior Care Inc. - 77985 9131 / 71984 3922
>
>
>    - Two entities amalgamated to form this entity in 2022, so I have
>       included both predecessor’s business numbers
>
>
>
> Thanks,
>
>
>
> *Jessica Woolley, CPA *
>
> KPMG LLP
>
> 403 476 3742
>
>
>
> *From:* Timothy Thomas <tt@thekey.com>
> *Sent:* Monday, June 12, 2023 7:16 AM
> *To:* Woolley, Jessica A <jwoolley@kpmg.ca>
> *Cc:* Towns Lewis, Ashley <atowns@kpmg.ca>; rebecca.ng@thekey.com;
> brian.fialko@thekey.com; daniel.barakat@thekey.com;
> geraldine.nath@thekey.com
> *Subject:* Re: TheKey Canadian Tax Returns [EXTERNAL]
>
>
>
> Hi Jessica,
>
>
>
> I do have a CRA account, and I've logged in but unfortunately it was not
> automatically linked. This is what I see when I log in, it's asking me for
> the business number.
>
>
>
>
>
> On Fri, Jun 9, 2023 at 12:34 PM Woolley, Jessica A <jwoolley@kpmg.ca>
> wrote:
>
> Hi Tim,
>
>
>
> As promised, here is the detail on how log into your CRA account:
>
>    - The login page for the CRA website can be found here
>    <https://urldefense.com/v3/__https:/www.canada.ca/en/revenue-agency/services/e-services/e-services-businesses/business-account.html__;!!N8Xdb1VRTUMlZeI!mxFLDb4cGYuJLMdhi2XVaEUiPUYtxDAMtWARNt6k6DkVbt-wqVx1iDL-9hKOZJYdKe8hlfoRm-c$>
>    .
>    - If you have already set up a CRA account, you should select Option
>    2, where you will input your username and password.
>
>
>
> If you have not yet set up your My Business Account, you can click on CRA
> Register under the Option 2 heading to set it up. If you are registered as
> an authorized signing officer of TheKey under your SIN, it should hopefully
> automatically link the two.
>
>
>
> If you are not already registered as an authorized signing officer of
> TheKey, please let me know and I can send further guidance.
>
>
>
> If you run into any issues, you can always reach out to the business line
> at 1-800-959-5525 and they may be able to help.
>
>
>
> Thanks,
>
>
>
> *Jessica Woolley, CPA *
>
> KPMG LLP
>
> 403 476 3742
>
>
>
> *From:* brian.fialko@thekey.com <brian.fialko@thekey.com>
> *Sent:* Wednesday, June 7, 2023 2:36 PM
> *To:* Woolley, Jessica A <jwoolley@kpmg.ca>; geraldine.nath@thekey.com;
> daniel.barakat@thekey.com; rebecca.ng@thekey.com
> *Cc:* Towns Lewis, Ashley <atowns@kpmg.ca>; 'Timothy Thomas' <
> tt@thekey.com>
> *Subject:* RE: TheKey Canadian Tax Returns [EXTERNAL]
>
>
>
> Hi Jessica,
>
>
>
> Adding Tim to the email. Thank you!
>
>
>
> *From:* Woolley, Jessica A <jwoolley@kpmg.ca>
> *Sent:* Tuesday, June 6, 2023 5:18 PM
> *To:* brian.fialko@thekey.com; geraldine.nath@thekey.com;
> daniel.barakat@thekey.com; rebecca.ng@thekey.com
> *Cc:* Towns Lewis, Ashley <atowns@kpmg.ca>
> *Subject:* RE: TheKey Canadian Tax Returns
>
>
>
> For sure, Brian. When works for you? I can set up a Teams meeting.
>
>
>
> Thanks,
>
>
>
> *Jessica Woolley, CPA *
>
> KPMG LLP
>
> 403 476 3742
>
>
>
> *From:* brian.fialko@thekey.com <brian.fialko@thekey.com>
> *Sent:* Tuesday, June 6, 2023 2:06 PM
> *To:* Woolley, Jessica A <jwoolley@kpmg.ca>; geraldine.nath@thekey.com;
> daniel.barakat@thekey.com; rebecca.ng@thekey.com
> *Cc:* Towns Lewis, Ashley <atowns@kpmg.ca>
> *Subject:* RE: TheKey Canadian Tax Returns [EXTERNAL]
>
>
>
> Thank you Jessica! Let’s jump on a quick call and discuss.
>
>
>
> *From:* Woolley, Jessica A <jwoolley@kpmg.ca>
> *Sent:* Tuesday, June 6, 2023 4:00 PM
> *To:* brian.fialko@thekey.com; geraldine.nath@thekey.com;
> daniel.barakat@thekey.com; rebecca.ng@thekey.com
> *Cc:* Towns Lewis, Ashley <atowns@kpmg.ca>
> *Subject:* RE: TheKey Canadian Tax Returns
>
>
>
> Hi Brian,
>
>
>
> For some background, the reason that we like to be able to roll retained
> earnings is to ensure that there were no income statement and/or dividend
> transactions that were missed in the prior year tax return. If you are
> comfortable that there are no such issues here, we can proceed by pushing
> the retained earnings variances through as ‘other adjustments’ in the
> retained earnings section of the tax balance sheet.
>
>
>
> Let me know how you want to proceed, or please feel free to give me a call
> at the below number if you would like some more background.
>
>
> Thanks,
>
>
>
> *Jessica Woolley, CPA *
>
> KPMG LLP
>
> 403 476 3742
>
>
>
> *From:* brian.fialko@thekey.com <brian.fialko@thekey.com>
> *Sent:* Tuesday, June 6, 2023 12:51 PM
> *To:* Woolley, Jessica A <jwoolley@kpmg.ca>; geraldine.nath@thekey.com;
> daniel.barakat@thekey.com; rebecca.ng@thekey.com
> *Cc:* Towns Lewis, Ashley <atowns@kpmg.ca>
> *Subject:* RE: TheKey Canadian Tax Returns [EXTERNAL]
>
>
>
> Hi Jessica,
>
>
>
> I think we need to touch base on all of the retained earnings differences
> you are noting.  I do not know what was sent over last year when the
> returns were completed and I am not sure how to handle this.
>
>
> Thank you,
>
>
>
> Brian
>
>
>
> *From:* Woolley, Jessica A <jwoolley@kpmg.ca>
> *Sent:* Tuesday, June 6, 2023 2:42 PM
> *To:* brian.fialko@thekey.com; geraldine.nath@thekey.com;
> daniel.barakat@thekey.com; rebecca.ng@thekey.com
> *Cc:* Towns Lewis, Ashley <atowns@kpmg.ca>
> *Subject:* RE: TheKey Canadian Tax Returns
>
>
>
> Hi Brian,
>
>
> Thanks for sending these over!
>
>
>
> We have finished our first go through of the returns, and attached our
> questions here.
>
>
>
> Please let me know if it would be easier to set up a call to go over
> anything.
>
>
>
> Thanks,
>
>
>
> *Jessica Woolley, CPA *
>
> KPMG LLP
>
> 403 476 3742
>
>
>
> *From:* brian.fialko@thekey.com <brian.fialko@thekey.com>
> *Sent:* Tuesday, June 6, 2023 9:27 AM
> *To:* Woolley, Jessica A <jwoolley@kpmg.ca>; geraldine.nath@thekey.com;
> daniel.barakat@thekey.com; rebecca.ng@thekey.com
> *Cc:* Towns Lewis, Ashley <atowns@kpmg.ca>
> *Subject:* RE: TheKey Canadian Tax Returns [EXTERNAL]
>
>
>
> Hi Jessica,
>
>
>
> Please see attached 2022 NOA for Oakville and Waterloo.
>
>
>
> Thank you!
>
>
>
> *From:* Woolley, Jessica A <jwoolley@kpmg.ca>
> *Sent:* Friday, June 2, 2023 1:30 PM
> *To:* brian.fialko@thekey.com; geraldine.nath@thekey.com;
> daniel.barakat@thekey.com; rebecca.ng@thekey.com
> *Cc:* Towns Lewis, Ashley <atowns@kpmg.ca>
> *Subject:* TheKey Canadian Tax Returns
>
>
>
> Hi Everyone,
>
>
>
> Happy Friday!
>
>
> We have started to go through a few of the Canadian tax returns, and have
> some questions for you as a result. I have included these in the attached
> Excel file – note that the name of each tab indicates the respective entity.
>
>
>
> We will continue to work through the other returns, and let you know if we
> have any other questions.
>
>
>
> Have a nice weekend!
>
>
>
> Thanks,
>
>
>
> *Jessica Woolley, CPA *(she/her)
>
>
>
> Manager, Canadian Corporate Tax
>
>
>
> KPMG LLP
>
>
>
> Suite 3100 205 - 5 Avenue SW
>
> Calgary, Alberta T2P 4B9
>
> T 403 476 3742
>
> F 403 691 8008
>
> jwoolley@kpmg.ca
>
>
>
>
>
>
>
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> --
>
> *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!mxFLDb4cGYuJLMdhi2XVaEUiPUYtxDAMtWARNt6k6DkVbt-wqVx1iDL-9hKOZJYdKe8hLuOyk5Y$>
>
> [image: TheKey]
> <https://urldefense.com/v3/__https:/www.thekey.com/__;!!N8Xdb1VRTUMlZeI!mxFLDb4cGYuJLMdhi2XVaEUiPUYtxDAMtWARNt6k6DkVbt-wqVx1iDL-9hKOZJYdKe8hrA_NDO8$>
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> sender before clicking on any links or attachments.
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>
>
>
>
>
> --
>
> *Tim Thomas*
>
> Head of Canada Division
>
> *Please note my email has changed:*
>
> tt@TheKey.com <tt@thekey.com>
>
> (514) 591-9387
>
> *TheKey.ca
> <https://urldefense.com/v3/__https:/www.thekey.ca/__;!!N8Xdb1VRTUMlZeI!npK3HVpY32zY_UL8lKi4M9kJYvZyTVBQ2U86dJiYwRN_X3OGCch8bS_qJJ2HoWeRpZomFHU-s8Y$>*
>
> [image: TheKey]
> <https://urldefense.com/v3/__https:/www.thekey.com/__;!!N8Xdb1VRTUMlZeI!npK3HVpY32zY_UL8lKi4M9kJYvZyTVBQ2U86dJiYwRN_X3OGCch8bS_qJJ2HoWeRpZomi-QMX7k$>
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> *CAUTION: *This Email is from an EXTERNAL source. Ensure you trust this
> sender before clicking on any links or attachments.
>
>
>
>
>
>
> --
>
> *Tim Thomas*
>
> Head of Canada Division
>
> *Please note my email has changed:*
>
> tt@TheKey.com <tt@thekey.com>
>
> (514) 591-9387
>
> *TheKey.ca <https://www.thekey.ca/>*
>
> [image: TheKey] <https://www.thekey.com/>
>
>
>