--0000000000008f9cbe0623f8edab Content-Type: multipart/related; boundary="0000000000008f9cbe0623f8edaa" --0000000000008f9cbe0623f8edaa Content-Type: multipart/alternative; boundary="0000000000008f9cbe0623f8eda9" --0000000000008f9cbe0623f8eda9 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable HI Tim, Looping in @Steve Koyanagi and @Tammi Franzese into the thread to assist in creation of the CAD Government Tax exempt form. Steve and Tammi you assisted earlier in the year increation of a Sale tax exempt form for Calgary which is attached. We would like to ask that a similar form be created for the other provinces in CAD where a client is Exempt for sales taxes @Timothy Thomas Can you provide Steve and Tammi the provinces and the equivalent tax codes for each? Thank you, On Fri, Oct 4, 2024 at 8:09=E2=80=AFAM Timothy Thomas wrote= : > Lito, we need the new form before we can get this signed by a client in > Montreal. > > Who's championing this? > > On Fri, Oct 4, 2024 at 11:05=E2=80=AFAM Lito Delapena > wrote: > >> Thank you @Timothy Thomas ! @Kim McConnell >> Can you attach a copy of the clients >> Government Tax exemption letter into the clients Clear Care files please= . >> >> [image: image.png] >> >> Thank you, >> >> >> Lito Delapena >> >> Manager Customer Contact & Collections Center >> * Please note my email has changed: * >> lito.delapena@thekey.com >> >> 619-722-8561 Ext. 190013 >> TheKey.com >> [image: TheKey] >> >> >> On Fri, Oct 4, 2024 at 6:55=E2=80=AFAM Timothy Thomas wr= ote: >> >>> It should be yes. >>> >>> On Fri, Oct 4, 2024 at 9:50=E2=80=AFAM Lito Delapena >>> wrote: >>> >>>> HI Tim, >>>> >>>> We should have Legal review and recreate the from for all provinces, >>>> Does the government tax exemption documentation get loaded onto the >>>> clients file in clear care? >>>> >>>> THank you, >>>> >>>> >>>> Lito Delapena >>>> >>>> Manager Customer Contact & Collections Center >>>> * Please note my email has changed: * >>>> lito.delapena@thekey.com >>>> >>>> 619-722-8561 Ext. 190013 >>>> TheKey.com >>>> [image: TheKey] >>>> >>>> >>>> On Fri, Oct 4, 2024 at 6:26=E2=80=AFAM Timothy Thomas = wrote: >>>> >>>>> Good morning Alexis, >>>>> >>>>> That's fine however the form will need to be recreated for each >>>>> provincial entity as HST only applies to certain provinces. Quebec wh= ere >>>>> this client is located uses QST and GST. >>>>> >>>>> Who will handle this? >>>>> >>>>> On Thu, Oct 3, 2024 at 4:23=E2=80=AFPM Alexis Parrish >>>>> wrote: >>>>> >>>>>> Good Evening Team, >>>>>> >>>>>> >>>>>> Thank you for your patience my leadership is in agreement with havin= g >>>>>> client John Schachtler and future clients fill out the tax exempt >>>>>> documentation which will assist with aiding us in determining which = clients >>>>>> are tax exempt. Please have the client fill out the tax exempt >>>>>> documentation and upload in CC. Once this step is completed leadersh= ip will >>>>>> then move forward with marking