Re: Montreal clients *Tax

From
Frank Liu <fliu@thekey.com>
To
Ali Malik <ali.malik@thekey.com>
CC
eclark@thekey.com, Timothy Thomas <tt@thekey.com>
Date
Wed, 5 Jul 2023 08:25:06 -0700
Folder
INBOX
--000000000000d3294505ffbf014c Content-Type: multipart/alternative; boundary="000000000000d3294405ffbf014b" --000000000000d3294405ffbf014b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable [image: Invoicing__Interest__and_Tax___WellSky_Personal_Care.jpg] On Wed, Jul 5, 2023 at 8:02=E2=80=AFAM Ali Malik wro= te: > So I just checked clearcare in Montreal and compared it to Toronto. What'= s > weird is that I don't see the "charge tax" button in the profile for > Montreal clients. Please see below. > We will have to adjust in settings, it's most likely set to not charge > tax, that's why the button is not popping up. I don't have access to agen= cy > settings in clearcare but Tim can assist. @Timothy Thomas = Can > you send a screenshot of the tax setup under the agency settings for > Montreal clearcare please? > > Toronto client: > > [image: image.png] > > Montreal client: > > [image: image.png] > > > On Wed, Jul 5, 2023 at 10:35=E2=80=AFAM wrote: > >> Is the =E2=80=9Ccharge tax=E2=80=9D box selected on these clients in Cle= arCare? >> >> >> >> *From:* Ali Malik >> *Sent:* Tuesday, July 4, 2023 11:52 AM >> *To:* Elizabeth Clark ; Timothy Thomas ; >> Frank Liu >> *Subject:* Montreal clients *Tax >> >> >> >> Hi Team, >> >> >> >> Please see attached Montreal clients tax status. We will need to update >> these all to clearcare as this report is from quickbooks. >> >> >> >> >> https://docs.google.com/spreadsheets/d/1Z93e72LDrDCiynM5WEccBmItx9uT-mQB= UkbcImN41fs/edit?usp=3Dsharing >> >> >> >> Thank you, >> >> >> >> -- >> >> *Ali Malik* >> >> Manager - Financial Operations >> >> >> > > > -- > *Ali Malik* > Manager - Financial Operations > > --=20 Frank Liu * Please note my email has changed: * fliu@thekey.com +1-650-996-9107 TheKey.com [image: TheKey] --000000000000d3294405ffbf014b Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable On Wed, Jul 5, 2023 at 8:02=E2=80=AFAM Ali Malik &= lt; ali.malik@thekey.com &gt; wro= te: So I just checked clearcare in Montreal and compared it to Toronto. Wh= at&#39;s weird is that I don&#39;t see the &quot;charge tax&quot; button in= the profile for Montreal clients.=C2=A0Please see below. We will have = to adjust in settings, it&#39;s most likely set to not charge tax, that&#39= ;s why the button is not popping up. I don&#39;t have access to agency sett= ings in clearcare but Tim can assist.=C2=A0 @Timothy Thomas =C2=A0Can you send a screenshot of the t= ax setup under the agency settings for Montreal clearcare please? Toronto client: Montreal client: = On Wed, Jul 5, 2023 at 10:35=E2=80=AFAM &lt; eclark@thekey.com &gt; wrote: Is the =E2=80=9Ccharge tax=E2=80=9D box = selected on these clients in ClearCare? =C2=A0 From: Ali Malik &lt; ali.malik@thekey.com &gt; = Sent: Tuesday, July 4, 2023 11:52 AM To: Elizabeth Clark &lt;= eclark@thekey.com &gt;; Timothy Thomas &lt; tt@thekey.com &gt;; Frank Liu &lt;<a href=3D"mailto:fliu@thekey.com" t=

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