Re: Tax Updates | Montreal Client 168336 Anna Jeffery

From
Frank Liu <fliu@thekey.com>
To
marykatherine.cope@thekey.com
CC
Troy Riha <troy.riha@thekey.com>, Natalie Cahoone <natalie.cahoone@thekey.com>, Michael Jichetti <michael.jichetti@thekey.com>, Kristy Poyner <kristy.poyner@thekey.com>, Katherine Cope <katherine.cope@thekey.com>, Emily Penne <epenne@appwrap.com>, eclark@thekey.com, Cheryl Cartwright <ccartwright@thekey.com>, Joey Taylor <joey.taylor@thekey.com>, Timothy Thomas <tt@thekey.com>, Michelle Schefter <michelle.kenaga@thekey.com>, Chakera Dixon <cdixon@thekey.com>, Amy Konke <amy.konke@thekey.com>
Date
Wed, 9 Jul 2025 10:24:35 -0700
Folder
INBOX
📎 image001.png; image002.jpg; image003.png; image004.png; image005.jpg; image006.jpg; image007.png; image008.jpg
Katherine,
I believe it needs to be a new/separate GL account rather than
existing one.

-Frank

On Wed, Jul 9, 2025 at 6:20 AM <marykatherine.cope@thekey.com> wrote:

> Hi Troy,
>
>
>
> I will defer to @Michael Jichetti <michael.jichetti@thekey.com> on if we
> should use the existing GL account or if we need to create a new GL account?
>
>
>
> *Katherine Cope*
>
> Senior Manager, Accounting | *TheKey*
>
> Mobile: 865.789.4301
>
>
>
> *From:* Troy Riha <troy.riha@thekey.com>
> *Sent:* Wednesday, July 9, 2025 12:14 AM
> *To:* Frank Liu <fliu@thekey.com>; Natalie Cahoone <
> natalie.cahoone@thekey.com>
> *Cc:* Kristy Poyner <kristy.poyner@thekey.com>; Michael Jichetti <
> michael.jichetti@thekey.com>; Katherine Cope <katherine.cope@thekey.com>;
> Emily Penne <epenne@appwrap.com>; eclark@thekey.com; Cheryl Cartwright <
> ccartwright@thekey.com>; Joey Taylor <joey.taylor@thekey.com>; Timothy
> Thomas <tt@thekey.com>; marykatherine.cope@thekey.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
>
>
>
> @Frank Liu <fliu@thekey.com> the tax code was created as 14% or 15%?
>  The 5% and 9% is correct but you mentioned 15% so just double checking.
>
>
>
> @Katherine Cope <katherine.cope@thekey.com> @Natalie Cahoone
> <natalie.cahoone@thekey.com> can you confirm the account number that
> should be assigned?
>
>
>
>
>
>
>
> On Tue, Jul 8, 2025 at 11:57 AM Frank Liu <fliu@thekey.com> wrote:
>
> Kristy,
>
> CA-PST-NS for 15% ( 5% GST + 9% PST ) has been created.  Please let me
> know if you have any issues using this code now.
>
>
>
> Micheal/Finance team,
>
> Reminder that these accounts need to be assigned when you get a chance.
>
>
>
> On Tue, Jul 8, 2025 at 11:06 AM Frank Liu <fliu@thekey.com> wrote:
>
> Hi Kristy,
>
> It will be setup today.   -Frank
>
>
>
> On Tue, Jul 8, 2025 at 10:30 AM Kristy Poyner <kristy.poyner@thekey.com>
> wrote:
>
> Hi Team,
>
>
>
> Following up on this thread. @Frank Liu <fliu@thekey.com> is the tax code
> ready in production so we may apply it to the clients current open invoices?
>
>
>
> Thank you,
>
> *Kristy Poyner*
>
> Billing Manager
>
>
>
> *Upcoming Time Off:*
>
> July 4th, 2025
>
>
>
> <http://www.thekey.com/>
>
>
> ------------------------------
>
> *From:* Troy Riha <troy.riha@thekey.com>
> *Sent:* Thursday, July 3, 2025 4:16 PM
> *To:* Michael Jichetti <michael.jichetti@thekey.com>
> *Cc:* Frank Liu <fliu@thekey.com>; Kristy Poyner <kristy.poyner@thekey.com>;
> Katherine Cope <katherine.cope@thekey.com>; Emily Penne <
> epenne@appwrap.com>; eclark@thekey.com <eclark@thekey.com>; Cheryl
> Cartwright <ccartwright@thekey.com>; Joey Taylor <joey.taylor@thekey.com>;
> Timothy Thomas <tt@thekey.com>; marykatherine.cope@thekey.com <
> marykatherine.cope@thekey.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
>
>
>
> Sounds like we have a plan forward to address this 1 customer.  We can
> definitely look for a more permanent solution, which would be either
> updating the workflow to look for client level tax information or add new
> locations in Wellsky and NetSuite, although would prefer to have visibility
> to a need for a permanent in case this 1 customer is temporary and a
> one-off.
>
>
>
> @Frank Liu <fliu@thekey.com> please proceed with creating the tax code in
> production, work with accounting as needed eg account numbering
>
>
>
> On Wed, Jul 2, 2025 at 9:14 AM Michael Jichetti <
> michael.jichetti@thekey.com> wrote:
>
> Hi
>
>
>
> Yes we can definitely do that and just delete the Nova but as to
> Elizabeth's point we ultimately would like to come up with a
> permanent solution especially if we start growing in Nova. Appreciate your
> help. Thank you
>
>
>
> On Wed, Jul 2, 2025 at 12:10 PM Frank Liu <fliu@thekey.com> wrote:
>
> Michael,
>
> If you run the PST by Sales Detail ( instead of summary ), you can see the
> new tax code for Nova Scotia  (PST_NS_9) that you can filter out these
> invoices/lines that are charged to that tax code.
>
>
>
> Will that work to allow you pull these out specifically for Nova Scotia?
>
>
>
> Also, another task needed is to assign GL accounts to both PST Expenses NS
> and PST Payable NS in the GL setup.
>
>
>
> -Frank
>
>
>
> On Tue, Jul 1, 2025 at 5:15 PM Michael Jichetti <
> michael.jichetti@thekey.com> wrote:
>
> Hi
>
>
>
> Attached is what we run for Canadian sales tax returns. According to our
> conversation with the team today I would assume that Jeffreys is showing up
> somewhere in this file. If that is not going to be the case going forward
> then that is fine. Thank you
>
>
>
> On Tue, Jul 1, 2025 at 7:19 PM Troy Riha <troy.riha@thekey.com> wrote:
>
> 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 PM Michael Jichetti <
> michael.jichetti@thekey.com> wrote:
>
> Hi
>
>
>
> Yes the rates are correct but apologies if I am missing how do we know its
> not going to show up as part of Montreal. Thank you
>
>
>
> On Tue, Jul 1, 2025 at 6:45 PM Kristy Poyner <kristy.poyner@thekey.com>
> wrote:
>
> This looks good from a billing perspective.
>
>
>
> @Michael Jichetti <michael.jichetti@thekey.com> and @Katherine Cope
> <katherine.cope@thekey.com> 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
>
>
>
> <http://www.thekey.com/>
>
>
> ------------------------------
>
> *From:* Frank Liu <fliu@thekey.com>
> *Sent:* Tuesday, July 1, 2025 4:48 PM
> *To:* Michael Jichetti <michael.jichetti@thekey.com>
> *Cc:* Emily Penne <epenne@appwrap.com>; eclark@thekey.com <
> eclark@thekey.com>; Troy Riha <troy.riha@thekey.com>; Kristy Poyner <
> kristy.poyner@thekey.com>; Cheryl Cartwright <ccartwright@thekey.com>;
> Joey Taylor <joey.taylor@thekey.com>; Timothy Thomas <tt@thekey.com>;
> marykatherine.cope@thekey.com <marykatherine.cope@thekey.com>; Katherine
> Cope <katherine.cope@thekey.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
>
>
>
> Michael, Katherine, Kristy
>
> Can you take a look at GL Impact for this invoice
> <https://3791323-sb2.app.netsuite.com/app/accounting/transactions/custinvc.nl?id=14185165&whence=&cmid=1751405866125_14934>
> in SB2?   Emily had setup the Nexus for NS and then I just created the tax
> group for 9% PST + 5 GST and was able to change it.
>
> *1063949*
>
>
>
> 146244 Anna Jeffrey
>
>
>
> We do have a customization in place to grab the default tax code from the
> 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 the
> invoice level from once generated.
>
>
>
> -Frank
>
>
>
>
>
>
>
> On Mon, Jun 30, 2025 at 11:15 AM Frank Liu <fliu@thekey.com> wrote:
>
> 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 to
> proceed with.
>
>
>
> -
>
>
>
> On Mon, Jun 30, 2025 at 10:36 AM Michael Jichetti <
> michael.jichetti@thekey.com> wrote:
>
> The tax rate for Nova Scotia is 9% this would be the PST the HST is 5% so
> the combination would be 14% total. I would think everything would be the
> same except the rates.
>
>
>
> On Mon, Jun 30, 2025 at 1:23 PM Emily Penne <epenne@appwrap.com> 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 on
> 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…this is how Quebec is set up..if it is the same for
> Nova Scotia but only % Difference please let me know. We also don’t have a
> PST expense account for Nova Scotia
>
>
>
>
>
>
>
> *From:* eclark@thekey.com <eclark@thekey.com>
> *Sent:* Monday, June 30, 2025 10:14 AM
> *To:* 'Troy Riha' <troy.riha@thekey.com>
> *Cc:* 'Kristy Poyner' <kristy.poyner@thekey.com>; 'Emily Penne' <
> epenne@appwrap.com>; 'Michael Jichetti' <michael.jichetti@thekey.com>;
> 'Cheryl Cartwright' <ccartwright@thekey.com>; 'Joey Taylor' <
> joey.taylor@thekey.com>; 'Timothy Thomas' <tt@thekey.com>;
> marykatherine.cope@thekey.com; 'Frank Liu' <fliu@thekey.com>; 'Katherine
> Cope' <katherine.cope@thekey.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
>
>
>
> 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 <troy.riha@thekey.com>
> *Sent:* Monday, June 30, 2025 10:02 AM
> *To:* eclark@thekey.com
> *Cc:* Kristy Poyner <kristy.poyner@thekey.com>; Emily Penne <
> epenne@appwrap.com>; Michael Jichetti <michael.jichetti@thekey.com>;
> Cheryl Cartwright <ccartwright@thekey.com>; Joey Taylor <
> joey.taylor@thekey.com>; Timothy Thomas <tt@thekey.com>;
> marykatherine.cope@thekey.com; Frank Liu <fliu@thekey.com>; Katherine
> Cope <katherine.cope@thekey.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
>
>
>
> 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 effort as well, and can be done with Emily that will not impact
> the current priorities the development team is focused on.
>
>
>
> On Mon, Jun 30, 2025 at 9:56 AM <eclark@thekey.com> wrote:
>
> Hi All-
>
>
>
> Any enhancements in NS need to be scoped, approved for spend/prioritized,
> then built and deployed and it’s my understanding Appwrap is at capacity.
> Troy- Can you confirm? I know we’ve got CareScout, Valuecare, and AOB ahead
> of this and I want to ensure we’re marching forward in unison.
>
>
>
>
>
> Kind regards-
>
>
>
> *Elizabeth Clark*
>
> Director | *TheKey*
>
> Mobile: 619.822.4855
>
>
>
>
>
> *From:* Kristy Poyner <kristy.poyner@thekey.com>
> *Sent:* Monday, June 30, 2025 9:36 AM
> *To:* Emily Penne <epenne@appwrap.com>; Michael Jichetti <
> michael.jichetti@thekey.com>; Cheryl Cartwright <ccartwright@thekey.com>
> *Cc:* eclark@thekey.com; Joey Taylor <joey.taylor@thekey.com>; Timothy
> Thomas <tt@thekey.com>; marykatherine.cope@thekey.com; Frank Liu <
> fliu@thekey.com>; Troy Riha <troy.riha@thekey.com>; Katherine Cope <
> katherine.cope@thekey.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
>
>
>
> Hi Emily,
>
>
>
> There is not an available tax code in NetSuite that uses the correct
> percentage for PST and HST for us to use in order to add it manually.
>
>
>
> Thank you,
>
> *Kristy Poyner*
>
> Billing Manager
>
>
>
> *Upcoming Time Off:*
>
> July 4th, 2025
>
>
>
> <http://www.thekey.com/>
>
>
> ------------------------------
>
> *From:* Emily Penne <epenne@appwrap.com>
> *Sent:* Monday, June 30, 2025 10:51 AM
> *To:* Kristy Poyner <kristy.poyner@thekey.com>; Michael Jichetti <
> michael.jichetti@thekey.com>; Cheryl Cartwright <ccartwright@thekey.com>
> *Cc:* eclark@thekey.com <eclark@thekey.com>; Joey Taylor <
> joey.taylor@thekey.com>; Timothy Thomas <tt@thekey.com>;
> marykatherine.cope@thekey.com <marykatherine.cope@thekey.com>; Frank Liu <
> fliu@thekey.com>; Troy Riha <troy.riha@thekey.com>; Katherine Cope <
> katherine.cope@thekey.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
>
>
>
> Hi Kristy and Team
>
>
>
> Unfortunately, I had not had the availability to check this yet. Will keep
> you posted as soon as we can. If we are able to manually change the Rate on
> the invoice already generated will that help for now?
>
>
> Thanks
>
> Emily
>
>
>
> *From:* Kristy Poyner <kristy.poyner@thekey.com>
> *Sent:* Monday, June 30, 2025 8:38 AM
> *To:* Emily Penne <epenne@appwrap.com>; Michael Jichetti <
> michael.jichetti@thekey.com>; Cheryl Cartwright <ccartwright@thekey.com>
> *Cc:* eclark@thekey.com; Joey Taylor <joey.taylor@thekey.com>; Timothy
> Thomas <tt@thekey.com>; marykatherine.cope@thekey.com; Frank Liu <
> fliu@thekey.com>; Troy Riha <troy.riha@thekey.com>; Katherine Cope <
> katherine.cope@thekey.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
>
>
>
> Hi Team,
>
>
>
> Unfortunately, Anna Jeffery has already started receiving services. We are
> currently holding her first invoice from the Montreal location while we
> work on resolving this tax issue.
>
>
>
> @Emily Penne <epenne@appwrap.com> Were you able to find a way to set this
> tax at the client level?
>
>
>
>
>
> Thank you,
>
> *Kristy Poyner*
>
> Billing Manager
>
>
>
> *Upcoming Time Off:*
>
> July 4th, 2025
>
>
>
> <http://www.thekey.com/>
>
>
> ------------------------------
>
> *From:* Emily Penne <epenne@appwrap.com>
> *Sent:* Friday, June 27, 2025 11:03 AM
> *To:* Michael Jichetti <michael.jichetti@thekey.com>; Cheryl Cartwright <
> ccartwright@thekey.com>
> *Cc:* eclark@thekey.com <eclark@thekey.com>; Joey Taylor <
> joey.taylor@thekey.com>; Timothy Thomas <tt@thekey.com>;
> marykatherine.cope@thekey.com <marykatherine.cope@thekey.com>; Kristy
> Poyner <kristy.poyner@thekey.com>; Frank Liu <fliu@thekey.com>; Troy Riha
> <troy.riha@thekey.com>; Katherine Cope <katherine.cope@thekey.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
>
>
>
> Hi everyone, I will also take a look at our current configurations for tax
> as we may still be able to set the default rate on the client account.
> Thanks!
>
>
>
> *From:* Michael Jichetti <michael.jichetti@thekey.com>
> *Sent:* Friday, June 27, 2025 8:10 AM
> *To:* Cheryl Cartwright <ccartwright@thekey.com>
> *Cc:* eclark@thekey.com; Joey Taylor <joey.taylor@thekey.com>; Timothy
> Thomas <tt@thekey.com>; marykatherine.cope@thekey.com; Kristy Poyner <
> kristy.poyner@thekey.com>; Frank Liu <fliu@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
>
>
>
> Please note if billing for anything before April 1st 2025 it needs to be
> the old rates.
>
>
>
> On Fri, Jun 27, 2025 at 11:08 AM Michael Jichetti <
> michael.jichetti@thekey.com> wrote:
>
> Yes my apologies as of April 1st 2025 the pst in Nova Scotia went from 10%
> to 9% the HST remains the same at 5%
>
>
>
> On Fri, Jun 27, 2025 at 10:55 AM Cheryl Cartwright <ccartwright@thekey.com>
> wrote:
>
> The tax rate for Nova Scotia is 14% not 15%
>
>
>
> On Fri, Jun 27, 2025 at 11:45 AM <eclark@thekey.com> wrote:
>
> 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>
> 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> 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> 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 <kristy.poyner@thekey.com>
> *Sent:* Thursday, June 26, 2025 5:57 PM
> *To:* '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>
> *Cc:* 'Joey Taylor' <joey.taylor@thekey.com>; Michelle Schefter <
> michelle.kenaga@thekey.com>; Chakera Dixon <cdixon@thekey.com>; Amy Konke
> <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: Michael.Jichetti@thekey.com
>
>
>
> [image: Image removed by sender. TheKey] <https://homecareassistance.com/>
>
>
>
>
> --
>
> *Joey Taylor*
>
> *Directeur Général/General Manager*
>
> 514-907-5065
>
> *TheKey.ca*   <https://thekey.ca/>
>
> [image: Image removed by sender. TheKey]
>
>
>
>
> --
>
> *Michael Jichetti*
>
> Head of Tax
>
> Email: Michael.Jichetti@thekey.com
>
>
>
> [image: Image removed by sender. TheKey] <https://homecareassistance.com/>
>
>
>
>
> --
>
> *Michael Jichetti*
>
> Head of Tax
>
> Email: Michael.Jichetti@thekey.com
>
>
>
> [image: Image removed by sender. TheKey] <https://homecareassistance.com/>
>
>
>
>
> --
>
> *Michael Jichetti*
>
> Head of Tax
>
> Email: Michael.Jichetti@thekey.com
>
>
>
> [image: Image removed by sender. TheKey] <https://homecareassistance.com/>
>
>
> *Confidentiality Notice:** This email and any files transmitted with it
> are confidential and intended solely for the use of the individual or
> entity to whom they are addressed. If you have received this email in
> error, please notify the sender immediately and delete this email from your
> system. Please do not copy, use, forward, or disclose any part of this
> communication to others. Unauthorized use, disclosure, or distribution of
> this communication is strictly prohibited. Thank you for your cooperation.*
>
>
> *Confidentiality Notice:** This email and any files transmitted with it
> are confidential and intended solely for the use of the individual or
> entity to whom they are addressed. If you have received this email in
> error, please notify the sender immediately and delete this email from your
> system. Please do not copy, use, forward, or disclose any part of this
> communication to others. Unauthorized use, disclosure, or distribution of
> this communication is strictly prohibited. Thank you for your cooperation.*
>
>
> *Confidentiality Notice:** This email and any files transmitted with it
> are confidential and intended solely for the use of the individual or
> entity to whom they are addressed. If you have received this email in
> error, please notify the sender immediately and delete this email from your
> system. Please do not copy, use, forward, or disclose any part of this
> communication to others. Unauthorized use, disclosure, or distribution of
> this communication is strictly prohibited. Thank you for your cooperation.*
>
>
>
>
> --
>
> *Michael Jichetti*
>
> Head of Tax
>
> Email: Michael.Jichetti@thekey.com
>
>
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
>
> --
>
> *Frank Liu *
>
> *Please note my email has changed: *
>
> fliu@thekey.com <https://brand.thekey.com/esg/fliu@thekey.com>
>
> +1-650-996-9107
>
> *TheKey.com <https://www.thekey.com/>*
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
>
> --
>
> *Frank Liu *
>
> *Please note my email has changed: *
>
> fliu@thekey.com <https://brand.thekey.com/esg/fliu@thekey.com>
>
> +1-650-996-9107
>
> *TheKey.com <https://www.thekey.com/>*
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
>
> --
>
> *Michael Jichetti*
>
> Head of Tax
>
> Email: Michael.Jichetti@thekey.com
>
>
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
>
> --
>
> *Michael Jichetti*
>
> Head of Tax
>
> Email: Michael.Jichetti@thekey.com
>
>
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
>
> --
>
> *Frank Liu *
>
> *Please note my email has changed: *
>
> fliu@thekey.com <https://brand.thekey.com/esg/fliu@thekey.com>
>
> +1-650-996-9107
>
> *TheKey.com <https://www.thekey.com/>*
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
>
> --
>
> *Michael Jichetti*
>
> Head of Tax
>
> Email: Michael.Jichetti@thekey.com
>
>
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
>
> --
>
> *Frank Liu *
>
> *Please note my email has changed: *
>
> fliu@thekey.com <https://brand.thekey.com/esg/fliu@thekey.com>
>
> +1-650-996-9107
>
> *TheKey.com <https://www.thekey.com/>*
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
>
> --
>
> *Frank Liu *
>
> *Please note my email has changed: *
>
> fliu@thekey.com <https://brand.thekey.com/esg/fliu@thekey.com>
>
> +1-650-996-9107
>
> *TheKey.com <https://www.thekey.com/>*
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
>

-- 
Frank Liu
* Please note my email has changed: *
fliu@thekey.com <https://brand.thekey.com/esg/fliu@thekey.com>
+1-650-996-9107
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://homecareassistance.com/>

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