--0000000000003a2865061c86e419 Content-Type: multipart/alternative; boundary="0000000000003a2864061c86e418" --0000000000003a2864061c86e418 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Joey, I wanted to circle back here as we identified some remaining discrepancies between the tax settings in the billing system and the tax settings in ClearCare, particularly for the population that existed in ClearCare prior to the integration. I've created this up to date report, li= nked here , to identify current client settings between the NetSuite and ClearCare systems for your review. See the bullets below for a breakdown of this report. Please review and let me know if you have any questions. - Clients with setting discrepancies between systems are listed as "Needs Local Office Review". - If errors are identified please make any necessary changes to the client settings in ClearCare *and* update the Local Office Partner Notes column of the report for these lines. - This will ensure we have line of sight to any clients who have been billed with incorrect tax settings thus far and determine next steps. - While creating this document I noticed that some clients are tagged in ClearCare as tax exempt, but others are not. - As a precaution, I added notes to identify the clients not billing taxes and *not* tagged as tax exempt, just in case any of these clients were affected by the ClearCare tax settings prior to the integration. Thank you, Kristy Poyner On Mon, May 20, 2024 at 1:20=E2=80=AFPM wrote: > Hi Joey, > > > > Attached is a list of active customers in clearcare with the correspondin= g > tax bill or no bill based on the reporting in quick books. > > > > The customers that state charge tax will need the charge tax button > selected on their profile as a one time clean up effort. This will need > to be completed by EOD Tuesday 5.21.24 in order to bill correctly in > Netsuite. > > > > As a reminder this will also need to be done moving forward for any new > clients that start that need to be charged tax-If the office does not che= ck > this box the customers will not be charged tax. > > > > This function is completed by selecting Edit profile on the customers > account and then charge tax button selected on the general tab (Added a > screenshot below). > > > > > > > > > > Thank you, > > > > *Michelle Schefter* > > (Formally Michelle Kenaga) > > Senior Manager Billing and Submissions > > Direct line: (408) 831-0579 > > michelle.kenaga@thekey.com > > [image: TheKey] > > > --0000000000003a2864061c86e418 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Joey, I wanted to circle back here as we identified som= e remaining discrepancies=C2=A0between the tax settings in the billing syst= em and the tax settings in ClearCare, particularly for the population that = existed in ClearCare prior to the integration. I've created this up to = date report, linked here , to identify current