--000000000000597a9f06398157b7 Content-Type: multipart/alternative; boundary="000000000000597a9f06398157b6" --000000000000597a9f06398157b6 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable rate is 14%. I had a typo in the email. Here's the code for your reference. [image: Screenshot_7_8_25__11_59=E2=80=AFAM.jpg] On Tue, Jul 8, 2025 at 9:14=E2=80=AFPM Troy Riha wro= te: > @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. > > @Katherine Cope @Natalie Cahoone > can you confirm the account number that > should be assigned? > > > > 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. >> >> Micheal/Finance team, >> Reminder that these accounts need to be assigned when you get a chance. >> [image: Screenshot_7_8_25__11_55=E2=80=AFAM.jpg] >> >> On Tue, Jul 8, 2025 at 11:06=E2=80=AFAM Frank Liu wrot= e: >> >>> Hi Kristy, >>> It will be setup today. -Frank >>> >>> On Tue, Jul 8, 2025 at 10:30=E2=80=AFAM Kristy Poyner >>> wrote: >>> >>>> Hi Team, >>>> >>>> Following up on this thread. @Frank Liu is the tax >>>> code ready in production so we may apply it to the clients current ope= n >>>> invoices? >>>> >>>> Thank you, >>>> >>>> *Kristy Poyner* >>>> >>>> Billing Manager >>>> >>>> >>>> >>>> *Upcoming Time Off:* >>>> >>>> July 4th, 2025 >>>> >>>> >>>> >>>> >>>> ------------------------------ >>>> *From:* Troy Riha >>>> *Sent:* Thursday, July 3, 2025 4:16 PM >>>> *To:* Michael Jichetti >>>> *Cc:* Frank Liu ; Kristy Poyner >>> kristy.poyner@thekey.com>; Katherine Cope ; >>>> Emily Penne ; eclark@thekey.com ; >>>> Cheryl Cartwright ; Joey Taylor >>> joey.taylor@thekey.com>; Timothy Thomas ; >>>> marykatherine.cope@thekey.com ; >>>> Michelle Schefter ; Chakera Dixon >>> cdixon@thekey.com>; Amy Konke >>>> *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 visib= ility >>>> to a need for a permanent in case this 1 customer is temporary and a >>>> one-off. >>>> >>>> @Frank Liu 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=E2=80=AFAM 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=E2=80=AFPM Frank Liu