This is a multipart message in MIME format. ------=_NextPart_000_0633_01DB1890.AA904360 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0634_01DB1890.AA904360" ------=_NextPart_001_0634_01DB1890.AA904360 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable When these letters are issued, are they retroactive? If not, we should = be charging tax until we get the letter, correct? =20 Elizabeth Clark=20 Director =20 =20 =20 From: Melissa Caltagirone =20 Sent: Monday, October 7, 2024 5:41 AM To: eclark@thekey.com Cc: Kristy Poyner ; joey.taylor@thekey.com; = tt@thekey.com Subject: Re: TAX EXEMPT - [#962719] =20 Hello , please note we are currently looking for the a tax exempt = letter. We will handle the issue once we can confirm we have a clsc = letter. Thank you=20 Melissa Caltagirone =20 Gestionnaire des Aides-Soignants / Caregiver Manager =20 514 907 5065 =20 TheKey.ca =20 =20 =20 =20 On Fri, Oct 4, 2024 at 6:20=E2=80=AFPM > wrote: + Tim for support. =20 Elizabeth Clark=20 Director =20 =20 =20 From: Kristy Poyner >=20 Sent: Wednesday, October 2, 2024 11:16 AM To: joey.taylor@thekey.com ; = mcaltagirone@thekey.com =20 Subject: Fwd: TAX EXEMPT - [#962719] =20 Hi Melissa and Joey, =20 Following up on my last communication on 9/24/24, as we have not = received a response and client Robert Stuart's setting in ClearCare = still indicates to charge tax. Please let us know if you have any = questions or if there is anyone else that should be included to make = this adjustment.=20 =20 Thank you, Kristy On Tue, 24 Sep at 4:54 PM , Kristy Poyner > wrote:=20 Hi Melissa,=20 =20 I wanted to follow up on Chakera's last email regarding the charge tax = setting in ClearCare as it looks like this setting has not yet been = updated. As a reminder, this setting must be updated in ClearCare if new = clients are tax exempt or if a client switches to tax exempt status. = =E2=80=8B=E2=80=8B=20 =20 This setting directly impacts the customer tax settings in the billing = system through the integration process. Due to the timing of the = integration process, if affecting the current weeks billing, I recommend = making adjustments to tax settings by 4pm pst Monday to prevent errors.=20 =20 Please update this field on Roberts profile in ClearCare and let us know = when complete. Billing will review Roberts invoice once it generates on = Wednesday 9/25 to ensure it generates correctly without tax. =20 =20 =20 Please let us know if you have any questions. =20 =20 Thanks,=20 Kristy Poyner =20 =20 On Mon, 23 Sep at 4:38 PM , Chakera Dixon > wrote:=20 Hi Melissa Caltagirone,=20 =20 =E2=80=8BOn the client profile is clearcare, the box is checked for the = client to be charged tax. Please update the client profile in clear care = to ensure no tax is charged.=20 =20 Thanks,=20 =20 =20 =20 =20 On Mon, 23 Sep at 2:50 PM , MelissaCaltagirone = > wrote:=20 Hello,please note the client Mr Robert Stuart is tax exempt. Thank you Melissa Cal