--0000000000003086c6060fb43efd Content-Type: multipart/alternative; boundary="0000000000003086c5060fb43efc" --0000000000003086c5060fb43efc Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable We use tax exempt for our CDHC clients, WCB and VIP clients. On Wed, Jan 24, 2024 at 8:58=E2=80=AFAM Timothy Thomas wrot= e: > Ok, thanks > > Cheryl, for the tax exempt form, there's no need for your team to send it > to billing now provided that box is unchecked. They can upload the doc to > the client files and leave it at that. > > Joey, keep using the profile tag for now and get your team comfortable > with using the check box as well. since once we move into Versapay this > will the only requirement > > Thanks > > On Wed, Jan 24, 2024 at 10:34=E2=80=AFAM Sharon Speirs wrote: > >> Yes it is and we have very few anymore if any >> Sharon >> >> >> Sharon, Speirs >> >> Canadian Staffing Manager >> >> 778 279 3634 >> >> TheKey.ca >> >> [image: TheKey] >> >> >> >> >> >> >> >> On Wed, Jan 24, 2024 at 7:29=E2=80=AFAM Timothy Thomas w= rote: >> >>> I'm sure you're all aware but I wanted to double check that this is the >>> process your teams are following for sales tax purposes. Please confirm= . >>> >>> ---------- Forwarded message --------- >>> From: Lito Delapena >>> Date: Wed, Jan 24, 2024 at 10:23=E2=80=AFAM >>> Subject: Re: Tax Exemption form >>> To: Timothy Thomas >>> Cc: >>> >>> >>> Good Morning Tim, >>> >>> As long as the Charge tax box is being unchecked by your team in Clear >>> Care it will integrate into the Netsuite system and uncheck the box on = our >>> end to no longer charge taxes. . >>> >>> [image: image.png] >>> >>> Would there ever be an instance where a client is granted Tax Exemption >>> retroactively and refunds of previously charged tax would need to be >>> refunded? Or should we expect the exemption to start based on the date = the >>> signed form is received? >>> >>> >>> >>> Thank you, >>> >>> Lito Delapena >>> Help Desk Manager >>> * Please note my email has changed: * >>> lito.delapena@thekey.com >>> >>> 619-722-8561 Ext. 190013 >>> TheKey.com >>> [image: TheKey] >>> >>> >>> On Mon, Jan 22, 2024 at 1:27=E2=80=AFPM Timothy Thomas = wrote: >>> >>>> Hi Liz, >>>> >>>> These are for clients who should be considered sales tax exempt. So >>>> when the form is received active or new clients should be made exempt = from >>>> that date forward. >>>> >>>> Happy to chat in more detail if needed. >>>> Thanks >>>> >>>> On Mon, Jan 22, 2024 at 4:18=E2=80=AFPM wrote: >>>> >>>>> Hi Tim >>>>> >>>>> >>>>> >>>>> I wasn=E2=80=99t aware this form was formally rolled out to your team= but we >>>>> received a completed form (emailed to the Help Desk) today. What is t= he >>>>> expected process you have in mind when we receive this form that we c= an >>>>> chat through? >>>>> >>>>> >>>>> >>>>> Elizabeth Clark >>>>> >>>>> *Director, CI & Transformation* >>>>> >>>>> *Long Term Care Insurance, Onboarding* >>>>> >>>>> >>>>> >>>>>