RE: FW: Vancouver - GST July 2023 Information

From
<eclark@thekey.com>
To
"'Timothy Thomas'" <tt@thekey.com>
CC
<laszlo.kovacs@thekey.com>
Date
Mon, 11 Sep 2023 19
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_0844_01D9E4E9.B1DCC9D0 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0845_01D9E4E9.B1DCC9D0" ------=_NextPart_001_0845_01D9E4E9.B1DCC9D0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi There   This sounds like a good idea, will you spearhead and discuss w/Legal?   From: Timothy Thomas   Sent: Monday, August 28, 2023 10:07 AM To: eclark@thekey.com Subject: Re: FW: Vancouver - GST July 2023 Information   Ok, let me know.    On Mon, Aug 28, 2023 at 1:02 PM > wrote: Thanks for clarifying, I am going to discuss this w/Michelle and will = circle back.   From: Timothy Thomas >  Sent: Thursday, August 24, 2023 9:00 AM To: eclark@thekey.com   Subject: Re: FW: Vancouver - GST July 2023 Information   Exactly, they would need to attest that they have government funded home = care. Depending on your preference, we could use this with new clients = going forward, or have the entire census complete it to ensure we're = covered.    Thoughts?   On Thu, Aug 24, 2023 at 10:59 AM > wrote: Hi There   Does this mean you’re asking Legal to draft a letter our clients = will be required to sign in order for us to make them exempt from tax in = their province/CAD?   Elizabeth Clark  Director, CI & Transformation Long Term Care Insurance, Onboarding   TheKey       From: Ali Malik >  Sent: Wednesday, August 23, 2023 1:32 PM To: Elizabeth Clark > Subject: Fwd: Vancouver - GST July 2023 Information   Just FYI    They are figuring out a process on how to determine if client should be = charged tax or not. As you can see by the email from Carolina, this was = not a regulated process and CSMs made the decision on onboarding and = would just click the profile to not charge tax.     thank you, ---------- Forwarded message --------- From: Timothy Thomas > Date: Wed, Aug 23, 2023 at 4:28 PM Subject: Re: Vancouver - GST July 2023 Information To: Sharon Speirs > Cc: Ali Malik >, = Carolina Orosa >, Cathy = Gerth >   I could see if legal could draft an exemption agreement. Might be a = better option.    On Wed, Aug 23, 2023 at 4:24 PM Sharon Speirs > wrote: Happy to comply- Is there a Canadian form we should have them fill out = or just a letter? Sharon   On Wed, Aug 23, 2023 at 1:20 PM Timothy Thomas > wrote: adding @Sharon Speirs . Moving forward we = need to request a written confirmation from their social worker = detailing the service they receive and upload to CC. Open to your = thoughts on this.    On Wed, Aug 23, 2023 at 3:45 PM Carolina Orosa = > wrote: Hi Guys,   The only reason there wouldn't be tax is if they are getting = supplemental care from VCH. We don't get anything in writing - usually = the case manager finds this out during the assessment and unticks the = tax box in the Client profile when they are adding them as a new Client. =