Re: Tax Exemption form

We are not doing that in Montreal. We have a tax exempt tag as well as we
update the billing spreadsheet when w client is tax exempt

Joey Taylor

*Directeur Général/**General Manager*

514-907-5065

TheKey.ca   <https://thekey.ca/>

[image: TheKey]

On Wed, Jan 24, 2024 at 10:29 AM Timothy Thomas <tt@thekey.com> wrote:

> I'm sure you're all aware but I wanted to double check that this is the
> process your teams are following for sales tax purposes. Please confirm.
>
> ---------- Forwarded message ---------
> From: Lito Delapena <lito.delapena@thekey.com>
> Date: Wed, Jan 24, 2024 at 10:23 AM
> Subject: Re: Tax Exemption form
> To: Timothy Thomas <tt@thekey.com>
> Cc: <eclark@thekey.com>
>
>
> Good Morning Tim,
>
> As long as the Charge tax box is being unchecked by your team in Clear
> Care it will integrate into the Netsuite system and uncheck the box on our
> end to no longer charge taxes.  .
>
> [image: image.png]
>
> Would there ever be an instance where a client is granted Tax Exemption
> retroactively and refunds of previously charged tax would need to be
> refunded? Or should we expect the exemption to start based on the date the
> signed form is received?
>
>
>
> Thank you,
>
> Lito Delapena
> Help Desk Manager
> * Please note my email has changed: *
> lito.delapena@thekey.com
> <https://brand.thekey.com/esg/lito.delapena@thekey.com>
> 619-722-8561 Ext. 190013
> TheKey.com <https://www.thekey.com/>
> [image: TheKey] <https://homecareassistance.com/>
>
>
> On Mon, Jan 22, 2024 at 1:27 PM Timothy Thomas <tt@thekey.com> wrote:
>
>> Hi Liz,
>>
>> These are for clients who should be considered sales tax exempt. So when
>> the form is received active or new clients should be made exempt from that
>> date forward.
>>
>> Happy to chat in more detail if needed.
>> Thanks
>>
>> On Mon, Jan 22, 2024 at 4:18 PM <eclark@thekey.com> wrote:
>>
>>> Hi Tim
>>>
>>>
>>>
>>> I wasn’t aware this form was formally rolled out to your team but we
>>> received a completed form (emailed to the Help Desk) today. What is the
>>> expected process you have in mind when we receive this form that we can
>>> chat through?
>>>
>>>
>>>
>>> Elizabeth Clark
>>>
>>> *Director, CI & Transformation*
>>>
>>> *Long Term Care Insurance, Onboarding*
>>>
>>>
>>>
>>> *TheKey*
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>> *From:* Steve Koyanagi <skoyanagi@thekey.com>
>>> *Sent:* Wednesday, November 29, 2023 11:06 AM
>>> *To:* Timothy Thomas <tt@thekey.com>
>>> *Cc:* eclark@thekey.com; Alyson Rohane <alyson.rohane@thekey.com>
>>> *Subject:* Re: Tax Exemption form
>>>
>>>
>>>
>>> The attached includes some proposed revisions. Let me know if you'd like
>>> to discuss after you review.
>>>
>>>
>>>
>>> On Tue, Nov 28, 2023 at 8:42 AM Steve Koyanagi <skoyanagi@thekey.com>
>>> wrote:
>>>
>>> I'll see what I can do and circle back.
>>>
>>>
>>>
>>> On Tue, Nov 28, 2023 at 6:28 AM Timothy Thomas <tt@thekey.com> wrote:
>>>
>>> Hi Steve,
>>>
>>>
>>>
>>> I dug around and unfortunately no one seems to have the original Word
>>> version. I believe if you have a paid version of adobe you can convert it
>>> back to word.
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>> On Mon, Nov 27, 2023 at 11:45 AM Steve Koyanagi <skoyanagi@thekey.com>
>>> wrote:
>>>
>>> Can you circulate the original document in word format?
>>>
>>>
>>>
>>> On Mon, Nov 27, 2023 at 6:17 AM Timothy Thomas <tt@thekey.com> wrote:
>>>
>>> Yes, thanks Elizabeth.
>>>
>>>
>>>
>>> It will also need to be modified for each province as this form only
>>> relates to Ontario.
>>>
>>>
>>>
>>> On Mon, Nov 27, 2023 at 8:09 AM <eclark@thekey.com> wrote:
>>>
>>> Hi Steve
>>>
>>>
>>>
>>> Circling back to this, I believe Tim is looking to ensure the form is
>>> approved by counsel before we start distribution to the field/asking
>>> clients to sign. Are you able to review this?
>>>
>>>
>>>
>>> Elizabeth Clark
>>>
>>> *Director, CI & Transformation*
>>>
>>> *Long Term Care Insurance, Onboarding*
>>>
>>>
>>>
>>> *TheKey*
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>> *From:* eclark@thekey.com <eclark@thekey.com>
>>> *Sent:* Wednesday, September 27, 2023 5:28 AM
>>> *To:* 'Timothy Thomas' <tt@thekey.com>
>>> *Subject:* RE: Tax Exemption form
>>> *Importance:* High
>>>
>>>
>>>
>>> Hi Tim
>>>
>>>
>>>
>>> Sorry for the delay. To clarify, this form is approved (needs a new
>>> logo) but you’re looking for help to distribute and training the teams here
>>> to use the form. Correct?
>>>
>>>
>>>
>>> Elizabeth Clark
>>>
>>> *Director, CI & Transformation*
>>>
>>> *Long Term Care Insurance, Onboarding*
>>>
>>>
>>>
>>> *TheKey*
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>> *From:* Steve Koyanagi <skoyanagi@thekey.com>
>>> *Sent:* Wednesday, September 13, 2023 6:47 PM
>>> *To:* Timothy Thomas <tt@thekey.com>; Elizabeth Clark <eclark@thekey.com
>>> >
>>> *Subject:* Fwd: Tax Exemption form
>>>
>>>
>>>
>>> Thanks, Tim. Looping in Elizabeth from the finance team. Elizabeth, is
>>> there someone on your team that can support Tim with this initiative?
>>>
>>>
>>>
>>>
>>>
>>> ---------- Forwarded message ---------
>>> From: *Timothy Thomas* <tt@thekey.com>
>>> Date: Wed, Sep 13, 2023 at 7:48 AM
>>> Subject: Fwd: Tax Exemption form
>>> To: Steve Koyanagi <skoyanagi@thekey.com>
>>>
>>>
>>>
>>> Hi Steve,
>>>
>>>
>>>
>>> Sorry to bother you again. I would like to create a waiver like this for
>>> all Canadian locations. In short, if a client received a government funded
>>> home care service (at their private dwelling) any additional care is
>>> considered exempt from sales tax. Should the service ever be cancelled, it
>>> would be the responsibility of the client to inform us of that change so we
>>> can reinstate the sales tax.
>>>
>>>
>>>
>>> Can you assist with this?
>>>
>>> Thanks
>>>
>>> Tim
>>>
>>> ---------- Forwarded message ---------
>>> From: *Poulami Shah* <poulami.shah@thekey.com>
>>> Date: Tue, Sep 12, 2023 at 11:04 AM
>>> Subject: Tax Exemption form
>>> To: Timothy Thomas <tt@thekey.com>
>>>
>>>
>>>
>>> Hi Tim,
>>>
>>>
>>>
>>> Please find the tax exemption attached for your reference.
>>>
>>> *Best regards*
>>>
>>> *Pauli Shah*
>>>
>>> *Client Success Manager*
>>>
>>> *Direct: 289-412-1441*
>>>
>>> *Office: 905-337-1200*
>>>
>>>
>>>
>>> *TheKey.ca*   <https://thekey.ca/>
>>>
>>>
>>>
>>> [image: Image removed by sender. TheKey]
>>>
>>>
>>>
>>>
>>>
>>>
>>> --
>>>
>>> *Tim Thomas*
>>>
>>> Head of Canada Division
>>>
>>> *Please note my email has changed:*
>>>
>>> tt@TheKey.com <tt@thekey.com>
>>>
>>> (514) 591-9387
>>>
>>> *TheKey.ca <https://www.thekey.ca/>*
>>>
>>> [image: Image removed by sender. TheKey] <https://www.thekey.com/>
>>>
>>>
>>>
>>>
>>>
>>>
>>> --
>>>
>>> *Tim Thomas*
>>>
>>> Head of Canada Division
>>>
>>> *Please note my email has changed:*
>>>
>>> tt@TheKey.com <tt@thekey.com>
>>>
>>> (514) 591-9387
>>>
>>> *TheKey.ca <https://www.thekey.ca/>*
>>>
>>> [image: Image removed by sender. TheKey] <https://www.thekey.com/>
>>>
>>>
>>>
>>>
>>> --
>>>
>>> *Tim Thomas*
>>>
>>> Head of Canada Division
>>>
>>> *Please note my email has changed:*
>>>
>>> tt@TheKey.com <tt@thekey.com>
>>>
>>> (514) 591-9387
>>>
>>> *TheKey.ca <https://www.thekey.ca/>*
>>>
>>> [image: Image removed by sender. TheKey] <https://www.thekey.com/>
>>>
>>>
>>>
>>>
>>
>> --
>> Tim Thomas
>> Head of Canada Division
>> *Please note my email has changed:*
>> tt@TheKey.com <tt@thekey.com>
>> (514) 591-9387
>> TheKey.ca <https://www.thekey.ca/>
>> [image: TheKey] <https://www.thekey.com/>
>>
>
>
> --
> Tim Thomas
> Head of Canada Division
> *Please note my email has changed:*
> tt@TheKey.com <tt@thekey.com>
> (514) 591-9387
> TheKey.ca <https://www.thekey.ca/>
> [image: TheKey] <https://www.thekey.com/>
>