--000000000000fdd01f061983a816 Content-Type: multipart/alternative; boundary="000000000000fdd01e061983a815" --000000000000fdd01e061983a815 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Morning Michelle, Please use the list you provided for another week as we need to take a deep dive into the list (it is not accurate so we will have to communicate with clients). I will update you by end of week and have all the correct boxes checked off in ClearCare. Thank you, On Tue, May 21, 2024 at 8:52=E2=80=AFPM wrote: > Thanks Tim, > > > > Looping in @kristy.poyner@thekey.com and @Step= hanie > Fuston . > > > > To ensure that billing goes through correctly tomorrow. > > > > @Joey Taylor > > > > If we do not receive a response, we will proceed with billing as outline > in the original spreadsheet sent over with tax exempt vs charge tax. > > > > Thank you, > > > > *Michelle Schefter* > > (Formally Michelle Kenaga) > > Senior Manager Billing and Submissions > > Direct line: (408) 831-0579 > > michelle.kenaga@thekey.com > > [image: TheKey] > > > > *From:* Timothy Thomas > *Sent:* Tuesday, May 21, 2024 1:48 PM > *To:* Joey Taylor ; michelle.Kenaga@thekey.com > *Subject:* Re: Montreal Tax in Clearcare > > > > Joey, see below. > > *Tim Thomas* > > Head of Canada Division > > *Please note my email has changed:* > > tt@TheKey.com > > (514) 591-9387 > > *TheKey.ca * > > [image: Image removed by sender. TheKey] > > > > > > On Tue, May 21, 2024 at 4:35=E2=80=AFPM wrot= e: > > Hi Tim, > > > > Yes, we can extend, can Joey at minimum verify the list is correct today > and we can ensure in bills correctly tomorrow? > > > > Thank you, > > > > *Michelle Schefter* > > (Formally Michelle Kenaga) > > Senior Manager Billing and Submissions > > Direct line: (408) 831-0579 > > michelle.kenaga@thekey.com > > [image: TheKey] > > > > *From:* Timothy Thomas > *Sent:* Tuesday, May 21, 2024 1:33 PM > *To:* michelle.kenaga@thekey.com > *Subject:* Re: Montreal Tax in Clearcare > > > > Hi Michelle. > > > > Any chance we can get a 1 day extension on this project? Joey is a bit > swamped. > > > > Thanks > > *Tim Thomas* > > Head of Canada Division > > *Please note my email has changed:* > > tt@TheKey.com > > (514) 591-9387 > > *TheKey.ca * > > [image: Image removed by sender. TheKey] > > > > > > On Mon, May 20, 2024 at 2:20=E2=80=AFPM wrot= e: > > Hi Joey, > > > > Attached is a list of active customers in clearcare with the correspondin= g > tax bill or no bill based on the reporting in quick books. > > > > The customers that state charge tax will need the charge tax button > selected on their profile as a one time clean up effort. This will need > to be completed by EOD Tuesday 5.21.24 in order to bill correctly in > Netsuite. > > > > As a reminder this will also need to be done moving forward for any new > clients that start that need to be charged tax-If the office does not che= ck > this box the customers will not be charged tax. > > > > This f