From: mike.mcconnell@enron.com
To: darwinmoore@pzlqs.com
Date: 2000-07-28 09:16:00+00:00
Subject: RE: Final Report - Sales Tax Calculation for the JLI POS System

This email was sent to me by mistake.  I didn't read it once I realized it 
was sent to me in error.

Mike McConnell






"Moore, Darwin" <DarwinMoore@PZLQS.com> on 07/28/2000 08:35:11 AM
To: "Billings, Tabatha" <TabathaBillings@PZLQS.com>, "Holley, Gary" 
<GaryHolley@PZLQS.com>, "Bassett, Greg" <GregoryBassett@PZLQS.com>
cc: "'Mike McConnell'" <mike.mcconnell@enron.com>, "Lyng, Kevin" 
<KevinLyng@PZLQS.com>, "McCoy, David J." <DavidMcCoy@PZLQS.com>, "Kemp, 
Russell" <RussellKemp@PZLQS.com> 
Subject: RE: Final Report - Sales Tax Calculation for the JLI POS System


Tabatha, please schedule this meeting for August 10th.  Greg, Gary and I
should be able to handle it.  Russell, David, Tom - let Tab know if you want
to attend.  Tab, also invite Kevin Lyng, or whoever he designates, so we
have someone who can carry the ball on contacting zees who aren't taxing
correctly.

Also, does anyone have the document showing the taxes and results by store?
I only have the "here's what we did, here's what we found" letter.

To fix all this, we need to know the correct tax rate per store, the method
they should be using, and whether parts and/or labor need to be reported on
the invoice.  Then, our little group can make some consistency decisions
about how taxes will be computed and reported at the company stores (there
are some options we need to nail down), then IT will implement.

> -----Original Message-----
> From: Bassett, Greg
> Sent: Thursday, July 27, 2000 6:08 PM
> To: Moore, Darwin; Holley, Gary
> Cc: McCoy, David J.; McConnell, Thomas M.; Kemp, Russell
> Subject: RE: Final Report - Sales Tax Calculation for the JLI POS
> System
>
> I agree we need a meeting.  With convention, vacation, and quarterly staff
> meeting for various folks all coming up, I suggest either tomorrow or
> August 10.
>
>  -----Original Message-----
>  From: Moore, Darwin
>  Sent: Thursday, July 27, 2000 1:41 PM
>  To: Bassett, Greg; Holley, Gary
>  Cc: McCoy, David J.; McConnell, Thomas M.
>  Subject: RE: Final Report - Sales Tax Calculation for the JLI
> POS System
>
>  I can build a bridge (I think) and even enforce keeping the stores
> correct, but I need a little more info.  Like, which of several parts
> methods do we prefer to use when appropriate (all are legal), and what
> disclosure do we want on the invoices.  I hate to call a meeting, but if
> we get together and agree on some basics, I can probably make it happen.
> How fast is another question.
>
>   -----Original Message-----
>   From: Bassett, Greg
>   Sent: Thursday, July 27, 2000 10:30 AM
>   To: Moore, Darwin; Holley, Gary
>   Cc: McCoy, David J.; McConnell, Thomas M.
>   Subject: RE: Final Report - Sales Tax Calculation for
> the JLI POS System
>
>   Not to my knowledge. My question is who is responsible for
> keeping up with these rates and making appropriate changes.  This
> certainly does not seem like anything we should have store level people
> responsible for keeping up with and maintaining.  I have always assumed,
> perhaps naively, that our sales tax group monitors this, both on the
> collections and payment side.  If this is not the case, we need to build a
> bridge here, and quickly.
>
>    -----Original Message-----
>    From: Moore, Darwin
>    Sent: Tuesday, July 25, 2000 10:29 AM
>    To: Bassett, Greg; Holley, Gary
>    Cc: McCoy, David J.
>    Subject: FW: Final Report - Sales Tax
> Calculation for the JLI POS System
>
>    Do either of you know what, if anything, was ever
> done as a result of this?  Were the stores known to be incorrect ever
> contacted and corrected?
>
>
>    -----Original Message-----
>    From: McKenzie, Lisa
>    Sent: Thursday, July 13, 2000 2:45 PM
>    To: McConnell, Thomas M.
>    Cc: Bassett, Greg; Harris, Richard; Holley,
> Gary; Maratea, Michael J.; McCoy, David J.; Arthur Anderson - Auditors;
> Crowell, David; Hall, Mary C.
>    Subject: Final Report - Sales Tax Calculation
> for the JLI POS System
>
>    Attached is the final version of our comparison of
> the JLI POS sales tax rates with the Vertex System's sales tax rates.
>
>     << File: JLI POS System.doc >>