This is a multipart message in MIME format. ------=_NextPart_000_0080_01DAD2B7.439E8000 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0081_01DAD2B7.439E8000" ------=_NextPart_001_0081_01DAD2B7.439E8000 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi @Timothy Thomas, =20 Are you able to assist with reviewing these client tax settings for = Montreal while Joey is OOO? =20 =20 =20 =20 Hi Joey, =20 I wanted to circle back here as we identified some remaining = discrepancies between the tax settings in the billing system and the tax = settings in ClearCare, particularly for the population that existed in = ClearCare prior to the integration. I've created this up to date report, = linked here = = , to identify current client settings between the NetSuite and ClearCare = systems for your review. See the bullets below for a breakdown of this = report. Please review and let me know if you have any questions. =20 * Clients with setting discrepancies between systems are listed as = "Needs Local Office Review".=20 * If errors are identified please make any necessary changes to the = client settings in ClearCare and update the Local Office Partner Notes = column of the report for these lines.=20 * This will ensure we have line of sight to any clients who have been = billed with incorrect tax settings thus far and determine next steps. * While creating this document I noticed that some clients are tagged in = ClearCare as tax exempt, but others are not.=20 * As a precaution, I added notes to identify the clients not billing = taxes and not tagged as tax exempt, just in case any of these clients = were affected by the ClearCare tax settings prior to the integration. =20 =20 Thank you, Kristy Poyner Billing Manager Kristy.Poyner@thekey.com=20 =20 =20 From: Kristy Poyner =20 Sent: Friday, July 5, 2024 4:39 PM To: Joey Taylor ; Timothy Thomas Cc: alyson.rohane@thekey.com; michelle.kenaga@thekey.com; Stephanie = Fuston ; Elizabeth Clark = Subject: Re: Montreal Tax in Clearcare =20 Hi Joey, =20 I wanted to circle back here as we identified some remaining = discrepancies between the tax settings in the billing system and the tax = settings in ClearCare, particularly for the population that existed in = ClearCare prior to the integration. I've created this up to date report, = linked here = = , to identify current client settings between the NetSuite and ClearCare = systems for your review. See the bullets below for a breakdown of this = report. Please review and let me know if you have any questions. =20 * Clients with setting discrepancies between systems are listed as = "Needs Local Office Review".=20 * If errors are identified please make any necessary changes to the = client settings in ClearCare and update the Local Office Partner Notes = column of the report for these lines.=20 * This will ensure we have line of sight to any clients who have been = billed with incorrect tax settings thus far and deter