RE: Canada Tax Requirements /Winnipeg East

Hi Elizabeth,

 

This looks good on my end.

 

Thank you,

 

Brian

 

From: eclark@thekey.com <eclark@thekey.com> 
Sent: Monday, October 16, 2023 6:05 PM
To: 'Ip, Renee' <reneeip@kpmg.ca>; Michael.Jichetti@thekey.com; brian.fialko@thekey.com; daniel.barakat@thekey.com; 'Frank Liu' <fliu@thekey.com>; 'Timothy Thomas' <tt@thekey.com>; 'Steve Koyanagi' <skoyanagi@thekey.com>
Cc: 'Laszlo Kovacs' <laszlo.kovacs@thekey.com>; 'Natalie Cahoone' <natalie.cahoone@thekey.com>
Subject: Canada Tax Requirements /Winnipeg East
Importance: High

 

Hello Everyone,

 

Thank you for your time on the 13th, to discuss Winnipeg East & align on final requirements. Below are the notes and action items I was able to capture during our time together, please let me know if I missed or misrepresented anything.

 

 

Situation:

As we look to integrate Winnipeg to NetSuite, from an Invoice & Collections perspective, we learned we are required to put the Tax Type & ID as a footer on the NetSuite invoice. During this conversation we learned Winnipeg West and Winnipeg East were amalgamated and as a result, that we should not need to build a Winnipeg East location in NetSuite. Additionally, that in 2022 all taxes were filed under Winnipeg West. 

 

 

Assessment:

 

There are 3 clients, shown below, booked to Winnipeg East. If the two locations should truly be one, West, these clients should be updated in ClearCare. 




Action Items:

*	Accounting- Evaluate 2022 invoice totals for these clients to determine if Winnipeg Tax Filing for 2022 needs to be amended.
*	Tim Thomas- Please email ClearCare support and have Winnipeg East inactivated to prevent future bookings on this location once the above 3 clients are moved to Winnipeg West in ClearCare
*	Frank/Elizabeth- At go-live, we will only map Winnipeg West location in ClearCare to NS Location # 179



 

Footer on Canada & Tax Amount Displayed:

 



Tax data stored here https://docs.google.com/spreadsheets/d/1y4aEdg6gssizE26tDly9bcltaVtlmm9xcqfFCXth808/edit?usp=sharing

 

 

Kind regards-

 

Elizabeth Clark 

Director, CI & Transformation

Long Term Care Insurance, Onboarding

TheKey

Office|Cell : 619-822-4855

eclark@thekey.com <mailto:eclark@thekey.com>  

 

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