Re: Tax Exemption form

We use tax exempt for our CDHC clients, WCB and VIP clients.

On Wed, Jan 24, 2024 at 8:58 AM Timothy Thomas <tt@thekey.com> wrote:

> 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 AM Sharon Speirs <sspeirs@thekey.com> wrote:
>
>> Yes it is and we have very few anymore if any
>> Sharon
>>
>>
>> Sharon, Speirs
>>
>> Canadian Staffing Manager
>>
>> 778 279 3634
>>
>> TheKey.ca   <https://thekey.ca/>
>>
>> [image: TheKey]
>>
>>
>>
>>
>>
>>
>>
>> On Wed, Jan 24, 2024 at 7:29 AM Timothy Thomas <tt@thekey.com> wrote:
>>
>>> 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 <lito.delapena@thekey.com>
>>> Date: Wed, Jan 24, 2024 at 10:23 AM
>>> Subject: Re: Tax Exemption form
>>> To: Timothy Thomas <tt@thekey.com>
>>> Cc: <eclark@thekey.com>
>>>
>>>
>>> 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
>>> <https://brand.thekey.com/esg/lito.delapena@thekey.com>
>>> 619-722-8561 Ext. 190013
>>> TheKey.com <https://www.thekey.com/>
>>> [image: TheKey] <https://homecareassistance.com/>
>>>
>>>
>>> On Mon, Jan 22, 2024 at 1:27 PM Timothy Thomas <tt@thekey.com> 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 PM <eclark@thekey.com> wrote:
>>>>
>>>>> Hi Tim
>>>>>
>>>>>
>>>>>
>>>>> I wasn’t aware this form was formally rolled out to your team but 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 <skoyanagi@thekey.com>
>>>>> *Sent:* Wednesday, November 29, 2023 11:06 AM
>>>>> *To:* Timothy Thomas <tt@thekey.com>
>>>>> *Cc:* eclark@thekey.com; Alyson Rohane <alyson.rohane@thekey.com>
>>>>> *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 AM Steve Koyanagi <skoyanagi@thekey.com>
>>>>> wrote:
>>>>>
>>>>> I'll see what I can do and circle back.
>>>>>
>>>>>
>>>>>
>>>>> On Tue, Nov 28, 2023 at 6:28 AM Timothy Thomas <tt@thekey.com> wrote:
>>>>>
>>>>> 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 it
>>>>> back to word.
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> On Mon, Nov 27, 2023 at 11:45 AM Steve Koyanagi <skoyanagi@thekey.com>
>>>>> wrote:
>>>>>
>>>>> Can you circulate the original document in word format?
>>>>>
>>>>>
>>>>>
>>>>> On Mon, Nov 27, 2023 at 6:17 AM Timothy Thomas <tt@thekey.com> wrote:
>>>>>
>>>>> 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 AM <eclark@thekey.com> 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 & Transformation*
>>>>>
>>>>> *Long Term Care Insurance, Onboarding*
>>>>>
>>>>>
>>>>>
>>>>> *TheKey*
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> *From:* eclark@thekey.com <eclark@thekey.com>
>>>>> *Sent:* Wednesday, September 27, 2023 5:28 AM
>>>>> *To:* 'Timothy Thomas' <tt@thekey.com>
>>>>> *Subject:* RE: Tax Exemption form
>>>>> *Importance:* High
>>>>>
>>>>>
>>>>>
>>>>> Hi Tim
>>>>>
>>>>>
>>>>>
>>>>> Sorry for the delay. To clarify, this form is approved (needs a new
>>>>> logo) but you’re looking for help to distribute and training the teams here
>>>>> to use the form. Correct?
>>>>>
>>>>>
>>>>>
>>>>> Elizabeth Clark
>>>>>
>>>>> *Director, CI & Transformation*
>>>>>
>>>>> *Long Term Care Insurance, Onboarding*
>>>>>
>>>>>
>>>>>
>>>>> *TheKey*
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> *From:* Steve Koyanagi <skoyanagi@thekey.com>
>>>>> *Sent:* Wednesday, September 13, 2023 6:47 PM
>>>>> *To:* Timothy Thomas <tt@thekey.com>; Elizabeth Clark <
>>>>> eclark@thekey.com>
>>>>> *Subject:* Fwd: Tax Exemption form
>>>>>
>>>>>
>>>>>
>>>>> Thanks, Tim. Looping in Elizabeth from the finance team. Elizabeth, is
>>>>> there someone on your team that can support Tim with this initiative?
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> ---------- Forwarded message ---------
>>>>> From: *Timothy Thomas* <tt@thekey.com>
>>>>> Date: Wed, Sep 13, 2023 at 7:48 AM
>>>>> Subject: Fwd: Tax Exemption form
>>>>> To: Steve Koyanagi <skoyanagi@thekey.com>
>>>>>
>>>>>
>>>>>
>>>>> Hi Steve,
>>>>>
>>>>>
>>>>>
>>>>> Sorry to bother you again. I would like to create a waiver like this
>>>>> for all Canadian locations. In short, if a client received a government
>>>>> funded home care service (at their private dwelling) any additional care is
>>>>> considered exempt from sales tax. Should the service ever be cancelled, it
>>>>> would be the responsibility of the client to inform us of that change so we
>>>>> can reinstate the sales tax.
>>>>>
>>>>>
>>>>>
>>>>> Can you assist with this?
>>>>>
>>>>> Thanks
>>>>>
>>>>> Tim
>>>>>
>>>>> ---------- Forwarded message ---------
>>>>> From: *Poulami Shah* <poulami.shah@thekey.com>
>>>>> Date: Tue, Sep 12, 2023 at 11:04 AM
>>>>> Subject: Tax Exemption form
>>>>> To: Timothy Thomas <tt@thekey.com>
>>>>>
>>>>>
>>>>>
>>>>> Hi Tim,
>>>>>
>>>>>
>>>>>
>>>>> Please find the tax exemption attached for your reference.
>>>>>
>>>>> *Best regards*
>>>>>
>>>>> *Pauli Shah*
>>>>>
>>>>> *Client Success Manager*
>>>>>
>>>>> *Direct: 289-412-1441*
>>>>>
>>>>> *Office: 905-337-1200*
>>>>>
>>>>>
>>>>>
>>>>> *TheKey.ca*   <https://thekey.ca/>
>>>>>
>>>>>
>>>>>
>>>>> [image: Image removed by sender. TheKey]
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> --
>>>>>
>>>>> *Tim Thomas*
>>>>>
>>>>> Head of Canada Division
>>>>>
>>>>> *Please note my email has changed:*
>>>>>
>>>>> tt@TheKey.com <tt@thekey.com>
>>>>>
>>>>> (514) 591-9387
>>>>>
>>>>> *TheKey.ca <https://www.thekey.ca/>*
>>>>>
>>>>> [image: Image removed by sender. TheKey] <https://www.thekey.com/>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> --
>>>>>
>>>>> *Tim Thomas*
>>>>>
>>>>> Head of Canada Division
>>>>>
>>>>> *Please note my email has changed:*
>>>>>
>>>>> tt@TheKey.com <tt@thekey.com>
>>>>>
>>>>> (514) 591-9387
>>>>>
>>>>> *TheKey.ca <https://www.thekey.ca/>*
>>>>>
>>>>> [image: Image removed by sender. TheKey] <https://www.thekey.com/>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> --
>>>>>
>>>>> *Tim Thomas*
>>>>>
>>>>> Head of Canada Division
>>>>>
>>>>> *Please note my email has changed:*
>>>>>
>>>>> tt@TheKey.com <tt@thekey.com>
>>>>>
>>>>> (514) 591-9387
>>>>>
>>>>> *TheKey.ca <https://www.thekey.ca/>*
>>>>>
>>>>> [image: Image removed by sender. TheKey] <https://www.thekey.com/>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>
>>>> --
>>>> Tim Thomas
>>>> Head of Canada Division
>>>> *Please note my email has changed:*
>>>> tt@TheKey.com <tt@thekey.com>
>>>> (514) 591-9387
>>>> TheKey.ca <https://www.thekey.ca/>
>>>> [image: TheKey] <https://www.thekey.com/>
>>>>
>>>
>>>
>>> --
>>> Tim Thomas
>>> Head of Canada Division
>>> *Please note my email has changed:*
>>> tt@TheKey.com <tt@thekey.com>
>>> (514) 591-9387
>>> TheKey.ca <https://www.thekey.ca/>
>>> [image: TheKey] <https://www.thekey.com/>
>>>
>>
>
> --
> Tim Thomas
> Head of Canada Division
> *Please note my email has changed:*
> tt@TheKey.com <tt@thekey.com>
> (514) 591-9387
> TheKey.ca <https://www.thekey.ca/>
> [image: TheKey] <https://www.thekey.com/>
>


-- 
Chuck Terlesky B.A., CCPE
General Manager/Regional Caregiver Ambassador for Canada

403-301-3777

TheKey.ca   <https://thekey.ca/>

[image: TheKey]