Fwd: Client : John Schachtler - [#969223]

From
Lito Delapena <billing@thekey.com>
To
kim.mcconnell@thekey.com, mcaltagirone@thekey.com
CC
lito.delapena@thekey.com, william.schmiedeknecht@thekey.com, tt@thekey.com
Date
Wed, 02 Oct 2024 18:48:09 +0000
Folder
INBOX
----==_mimepart_66fd95697d48d_1c83fefcd1404e03128616 Content-Type: multipart/alternative; boundary="--==_mimepart_66fd95697d369_1c83fefcd1404e03128609d"; charset=UTF-8 Content-Transfer-Encoding: 7bit ----==_mimepart_66fd95697d369_1c83fefcd1404e03128609d Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable HI All, My understanding is that all CAD clients who are considered S= ales tax exempt would have received a letter from the government stating = this and we would also have a TheKey branded exemption letter on file so = the proper updates can be adjusted. Understanding that their are differen= t provinces in Canada the form i provided may not be for the correct loca= tion, but i am looping in Tim Thomas who i discussed this End to end proc= ess with earlier in the year. @tim Can you advise if the Tax exemption pr= ocess was shared across all locations? Thank you, Lito Delapena Man= ager=C2=A0Customer Contact & Collections Center = = On Wed, 2 Oct at 2:09 PM , Alexis Parrish wrote= : = = = = = Thank you Kim for contacting me by phone to discuss your request for us t= o update the client's account as exempt.=C2=A0=E2=80=8BLito do you mind c= onfirming if it has always been our process for Canadian clients to =C2=A0= fill out the tax exempt documentation attached below before we update the= client's account as exempt. The LO is inquiring because most of their cl= ient's are tax exempt and they have not filled this form out in the past = for any of their clients and is inquiring if this is process is on a go f= orth basis.. = = = = = = = = = Alexis Parrish Billing Help Desk Billing@thekey.com 866-226-1702 ----==_mimepart_66fd95697d369_1c83fefcd1404e03128609d Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable HI All, My understanding is that all CAD clients who are conside= red Sales tax exempt would have received a letter from the government sta= ting this and we would also have a TheKey branded exemption letter on fil= e so the proper updates can be adjusted. Understanding that their are dif= ferent provinces in Canada the form i provided may not be for the correct= location, but i am looping in Tim Thomas who i discussed this End to end= process with earlier in the year. @tim Can you advise if the Tax exempti= on process was shared across all locations? Thank you, Lito Delapena Manager=C2=A0 Customer Contact &amp; Collections = Center On Wed, 2 Oct at 2:09 PM , Alexis Parrish &= lt;billing@thekey.com&gt; wrote: Thank you Kim for contacting me by phone t= o discuss your request for us to update the client's account as exempt.=C2= =A0 =E2=80=8BLito do you mind confirming if it has always been our = process for Canadian clients to <span style=3D'color: rgb(0, 0, 0); font-= family: "Helvetica Neue", Helvetica, Arial, sans-serif; font-size: 13px; = font-style: normal; font-variant-ligatures: normal; font-variant-caps: no= rmal; font-weight: 400; letter-spacing: normal; orphans: 2; text-ali