--0000000000008860470623a6f47f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 provincia= l > entity as HST only applies to certain provinces. Quebec where 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 having >> client John Schachtler and future clients fill out the tax exempt >> documentation which will assist with aiding us in determining which clie= nts >> are tax exempt. Please have the client fill out the tax exempt >> documentation and upload in CC. Once this step is completed leadership w= ill >> then move forward with marking the client as exempt. Thank you. >> >> >> >> >> >> Alexis Parrish Billing Help Desk Billing@thekey.com 866-226-1702 >> >> =E2=80=8B >> Timothy Thomas >> added a private note >> a day ago (Wed, 2 Oct 2024 at 4:19 PM) >> >> Cc:kim.mcconnell@thekey.com, mcaltagirone@thekey.com, >> lito.delapena@thekey.com, william.schmiedeknecht@thekey.com >> Notified to:"Lito Delapena" >> Hi Lito, >> >> If I recall correctly, this process was implemented in Calgary where we >> had some confusion around the qualification criteria. In Quebec (Montrea= l) >> we've always used a confirmation email from the government as sufficient >> evidence to qualify a client as tax exempt. If you would like us to >> implement this form across the board, we can do so. >> Alexis Parrish >> forwarded >> a day ago (Wed, 2 Oct 2024 at 11:44 AM) >> >> Forwarded to:kim.mcconnell@thekey.com, mcaltagirone@thekey.com >> Good Morning Team, >> >> >> Thank you for your patience unfortunately client John Schachtler is not >> marked tax exempt due to this information not being updated in CC or any >> documentation on file. Please complete the tax exempt form attached belo= w >> and update/upload this information in CC then our leadership can then >> assist with marking the client's account as tax exempt. >> >> >> 969223:611100 >> > --0000000000008860470623a6f47f Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable HI Tim, We should have Legal review and recreate t= he from for all provinces, Does the government tax exemption documentation = get loaded onto the clients=C2=A0 file in clear care? THank you, Lito Delapena Manager Customer Contact &a= mp; Collections Center Please note my email has changed: lito.delapen