This is a multipart message in MIME format. ------=_NextPart_000_0444_01D9AA8A.DFB35160 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0445_01D9AA8A.DFB35160" ------=_NextPart_001_0445_01D9AA8A.DFB35160 Content-Type: text/plain; charset="us-ascii" Content-Transfer-Encoding: 7bit Hello Everyone- Thank you for your time today. Below are the notes and action items from our call today. Notes: On Boarding: CSM/CSL teams' own determination if clients should be charged tax for all agencies below. If charging tax is required, the "charge tax" button will be checked on the client record in ClearCare. This triggers taxes from that point forward only. Should we need to back bill any client these taxes, CSM/CSL team owns emailing Billiing@TheKey.Com the request to adjust past billing. Action Items: * Frank to deliver Requirement to Appwrap for Montreal- Required to display our Agency Permit on the footer of the invoice. This can be hard coded, does not need to change at a client level. Every invoice should have this permit number displayed. "Numero AP-2000870" * Frank to deliver Requirement to Appwrap for Montreal- Required to break out 2 tax types, GST 5% & QST 9.975%, individually under the sub-total of the invoice. Order of display and example shown below. * Remove "HST" verbiage. * This will require an update to the Montreal Invoice Template to have 2 tax types broken out/calculated separately. Current State Invoice: Future State Placement: * Ali to send list of Montreal Clients we charge tax to today, so we can update the client record in NS before we send our 1st NS invoice. Frank & Elizabeth will determine w/Appwrap, the best way to make this one-time update. * Frank to deliver Requirement to Appwrap Oakville/Waterloo- HST 13% * Steve- Need legal confirmation of alternate agency settings below are appropriate from a client taxation perspective. * Vancouver- Currently only charging GST 5% * Calgary- Currently only charging GST 5% * Winnipeg- Currently only charging GST 5% * Question on above items, should we also be charging PST? * Steve- Can you please confirm/deny we are required to add these tax codes to the footer of our invoices? Thank you! Elizabeth Clark Director, CI & Transformation Long Term Care Insurance, Onboarding TheKey ------=_NextPart_001_0445_01D9AA8A.DFB35160 Content-Type: text/html; charset="us-ascii" Content-Transfer-Encoding: quoted-printable v\:* = {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} <!-- /* Font Definitions */ @font-face {font-family:Wingdings; panose-1:5 0 0 0 0 0 0 0 0 0;} @font-face {font-family:"Cambria Math"; panose-1:2 4 5 3 5 4 6 3 2 4;} @font-face {font-family:Calibri; panose-1:2 15 5 2 2 2 4 3 2 4;} @font-face {font-family:"Calibri Light"; panose-1:2 15 3 2 2 2 4 3 2 4;} @font-face {font-family:Roboto; panose-1:2 0 0 0 0 0 0 0 0 0;} /* Style Definitions */ p.MsoNormal, li.MsoNormal, div.MsoNormal {margi