--00000000000074d61e060fb2a302 Content-Type: multipart/alternative; boundary="00000000000074d61d060fb2a301" --00000000000074d61d060fb2a301 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 wrot= e: > 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 tha= t > 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 bu= t we >> received a completed form (emailed to the Help Desk) today. What is the >> expected process you have in mind when we receive this form that we can >> chat through? >> >> >> >> Elizabeth Clark >> >> *Director, CI & Transformation* >> >> *Long Term Care Insurance, Onboarding* >> >> >> >> *TheKey* >> >> >> >> >> >> >> >> *From:* Steve Koyanagi >> *Sent:* Wednesday, November 29, 2023 11:06 AM >> *To:* Timothy Thomas >> *Cc:* eclark@thekey.com; Alyson Rohane >> *Subject:* Re: Tax Exemption form >> >> >> >> The attached includes some proposed revisions. Let me know if you'd like >> to discuss after you review. >> >> >> >> On Tue, Nov 28, 2023 at 8:42=E2=80=AFAM Steve Koyanagi >> wrote: >> >> I'll see what I can do and circle back. >> >> >> >> On Tue, Nov 28, 2023 at 6:28=E2=80=AFAM Timothy Thomas w= rote: >> >> Hi Steve, >> >> >> >> I dug around and unfortunately no one seems to have the original Word >> version. I believe if you have a paid version of adobe you can convert i= t >> back to word. >> >> >> >> >> >> >> >> On Mon, Nov 27, 2023 at 11:45=E2=80=AFAM Steve Koyanagi >> wrote: >> >> Can you circulate the original document in word format? >> >> >> >> On Mon, Nov 27, 2023 at 6:17=E2=80=AFAM Timothy Thomas w= rote: >> >> Yes, thanks Elizabeth. >> >> >> >> It will also need to be modified for each province as this form only >> relates to Ontario. >> >> >> >> On Mon, Nov 27, 2023 at 8:09=E2=80=AFAM wrote: >> >> Hi Steve >> >> >> >> Circling back to this, I believe Tim is looking to ensure the form is >> approved by counsel before we start distribution to the field/asking >> clients to sign. Are you able to review this? >> >> >> >> Elizabeth Clark >> >> *Director, CI & Transformat