--000000000000d0660005ff4a5583 Content-Type: multipart/alternative; boundary="000000000000d065fe05ff4a5582" --000000000000d065fe05ff4a5582 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Elizabeth, do we have a Canadian finance/accounting vendor that can answer the tax related items assigned to me below? If not, I can solicit advice from our Canadian counsel, but wanted to check if finance has another vendor we can ask first. Let me know. On Thu, Jun 29, 2023 at 1:09=E2=80=AFPM wrote: > Hello Everyone- > > > > Thank you for your time today. Below are the notes and action items from > our call today. > > > > *Notes:* > > *On Boarding: * > > CSM/CSL teams=E2=80=99 own determination if clients should be charged tax= for all > agencies below. If charging tax is required, the =E2=80=9Ccharge tax=E2= =80=9D button will > be checked on the client record in ClearCare. This triggers taxes from th= at > point forward only. Should we need to back bill any client these taxes, > CSM/CSL team owns emailing Billiing@TheKey.Com the request to adjust past > billing. > > > > > > *Action Items:* > > - *Frank *to deliver Requirement to Appwrap for Montreal- Required to > display our Agency Permit on the footer of the invoice. This can be ha= rd > coded, does not need to change at a client level. Every invoice should= have > this permit number displayed. =E2=80=9CNumero AP-2000870=E2=80=9D > - *Frank *to deliver Requirement to Appwrap for Montreal- Required to > break out 2 tax types, GST 5% & QST 9.975%, individually under the > sub-total of the invoice. Order of display and example shown below. > - Remove =E2=80=9CHST=E2=80=9D verbiage. > - This will require an update to the Montreal Invoice Template to > have 2 tax types broken out/calculated separately. > > > > Current State Invoice: > > > > Future State Placement: > > > > - *Ali *to send list of Montreal Clients we charge tax to today, so we > can update the client record in NS before we send our 1st NS invoice. > Frank & Elizabeth will determine w/Appwrap, the best way to make this > one-time update. > - *Frank *to deliver Requirement to Appwrap Oakville/Waterloo- HST 13% > - *Steve*- Need legal confirmation of alternate agency settings below > are appropriate from a client taxation perspective. > - Vancouver- Currently only charging GST 5% > - Calgary- Currently only charging GST 5% > - Winnipeg- Currently only charging GST 5% > - Question on above items, should we also be charging PST? > - *Steve*- Can you please confirm/deny we are required to add these > tax codes to the footer of our invoices? > > Thank you! > > > > Elizabeth Clark > > *Director, CI & Transformation* > > *Long Term Care Insurance, Onboarding* > > > > *TheKey* > > > > > --000000000000d065fe05ff4a5582 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Elizabeth, do we have a Canadian finance/= accounting vendor that can answer the tax related items assigned to me belo= w