RE: Tax Updates | Montreal Client 168336 Anna Jeffery

This is a multipart message in MIME format. ------=_NextPart_000_1CA1_01DBF0B2.A620BD50 Content-Type: multipart/alternative; boundary="----=_NextPart_001_1CA2_01DBF0B2.A620BD50" ------=_NextPart_001_1CA2_01DBF0B2.A620BD50 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Troy, =20 I will defer to @Michael Jichetti = on if we should use the existing GL account or if we need to create a = new GL account? =20 Katherine Cope Senior Manager, Accounting | TheKey Mobile: 865.789.4301 =20 From: Troy Riha =20 Sent: Wednesday, July 9, 2025 12:14 AM To: Frank Liu ; Natalie Cahoone = Cc: Kristy Poyner ; Michael Jichetti = ; Katherine Cope = ; Emily Penne ; = eclark@thekey.com; Cheryl Cartwright ; Joey = Taylor ; Timothy Thomas ; = marykatherine.cope@thekey.com; Michelle Schefter = ; Chakera Dixon ; Amy = Konke Subject: Re: Tax Updates | Montreal Client 168336 Anna Jeffery =20 @Frank Liu the tax code was created as 14% or = 15%? The 5% and 9% is correct but you mentioned 15% so just double = checking. =20 @Katherine Cope @Natalie Cahoone = can you confirm the account number = that should be assigned? =20 =20 =20 On Tue, Jul 8, 2025 at 11:57=E2=80=AFAM Frank Liu > 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. =20 Micheal/Finance team, Reminder that these accounts need to be assigned when you get a chance. =20 On Tue, Jul 8, 2025 at 11:06=E2=80=AFAM Frank Liu > wrote: Hi Kristy, It will be setup today. -Frank =20 On Tue, Jul 8, 2025 at 10:30=E2=80=AFAM Kristy Poyner = > wrote: Hi Team, =20 Following up on this thread. @Frank Liu is the = tax code ready in production so we may apply it to the clients current = open invoices? =20 Thank you, Kristy Poyner Billing Manager =20 Upcoming Time Off: July 4th, 2025 =20 =20 =20 _____ =20 From: Troy Riha > Sent: Thursday, July 3, 2025 4:16 PM To: Michael Jichetti > Cc: Frank Liu >; Kristy Poyner = >; Katherine = Cope >; = Emily Penne >; = eclark@thekey.com >; Cheryl Cartwright >; Joey Taylor >; Timothy Thomas >; marykatherine.cope@thekey.com = >; Michelle Schefter = >; = Chakera Dixon >; Amy Konke = > Subject: Re: Tax Updates | Montreal Client 168336 Anna Jeffery=20 =20 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.=20 =20 @Frank Liu please proceed with creating the = tax code in production, work with accounting as needed eg account = numbering =20 On Wed, Jul 2, 2025 at 9:14=E2=80=AFAM Michael Jichetti = > = wrote: Hi=20 =20 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