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
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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/>
Thread (3)
- RE: Tax Updates | Montreal Client 168336 Anna JefferyWed, 9 Jul 2025 09:19:59 -0400
marykatherine.cope@thekey.com
- RE: Tax Updates | Montreal Client 168336 Anna JefferyWed, 9 Jul 2025 09:19:59 -0400
marykatherine.cope@thekey.com
- RE: Tax Updates | Montreal Client 168336 Anna JefferyWed, 9 Jul 2025 14:25:45 -0400
marykatherine.cope@thekey.com