--000000000000d718160623a7ff51 Content-Type: multipart/alternative; boundary="000000000000d718150623a7ff50" --000000000000d718150623a7ff50 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you @Timothy Thomas ! @Kim McConnell Can you attach a copy of the clients Government Tax exemption letter into the clients Clear Care files please. [image: image.png] Thank you, Lito Delapena Manager Customer Contact & Collections Center * Please note my email has changed: * lito.delapena@thekey.com 619-722-8561 Ext. 190013 TheKey.com [image: TheKey] On Fri, Oct 4, 2024 at 6:55=E2=80=AFAM Timothy Thomas wrote= : > It should be yes. > > On Fri, Oct 4, 2024 at 9:50=E2=80=AFAM Lito Delapena > wrote: > >> HI Tim, >> >> We should have Legal review and recreate the from for all provinces, Doe= s >> the government tax exemption documentation get loaded onto the clients >> file in clear care? >> >> THank you, >> >> >> Lito Delapena >> >> Manager Customer Contact & Collections Center >> * Please note my email has changed: * >> lito.delapena@thekey.com >> >> 619-722-8561 Ext. 190013 >> TheKey.com >> [image: TheKey] >> >> >> On Fri, Oct 4, 2024 at 6:26=E2=80=AFAM Timothy Thomas wr= ote: >> >>> Good morning Alexis, >>> >>> That's fine however the form will need to be recreated for each >>> provincial entity as HST only applies to certain provinces. Quebec wher= e >>> this client is located uses QST and GST. >>> >>> Who will handle this? >>> >>> On Thu, Oct 3, 2024 at 4:23=E2=80=AFPM Alexis Parrish >>> wrote: >>> >>>> Good Evening Team, >>>> >>>> >>>> Thank you for your patience my leadership is in agreement with having >>>> client John Schachtler and future clients fill out the tax exempt >>>> documentation which will assist with aiding us in determining which cl= ients >>>> are tax exempt. Please have the client fill out the tax exempt >>>> documentation and upload in CC. Once this step is completed leadership= will >>>> then move forward with marking the client as exempt. Thank you. >>>> >>>> >>>> >>>> >>>> >>>> Alexis Parrish Billing Help Desk Billing@thekey.com 866-226-1702 >>>> >>>> =E2=80=8B >>>> Timothy Thomas >>>> added a private note >>>> a day ago (Wed, 2 Oct 2024 at 4:19 PM) >>>> >>>> Cc:kim.mcconnell@thekey.com, mcaltagirone@thekey.com, >>>> lito.delapena@thekey.com, william.schmiedeknecht@thekey.com >>>> Notified to:"Lito Delapena" >>>> Hi Lito, >>>> >>>> If I recall correctly, this process was implemented in Calgary where w= e >>>> had some confusion around the qualification criteria. In Quebec (Montr= eal) >>>> we've always used a confirmation email from the government as sufficie= nt >>>> evidence to qualify a client as tax exempt. If you would like us to >>>> implement this form across the board, we can do so. >>>> Alexis Parrish >>>> forwarded >>>> a day ago (Wed, 2 Oct 2024 at 11:44 AM) >>>> >>>> Forwarded to:kim.mcconnell@thekey.com, mcaltagirone@thekey.com >>>> Good Morning Team, >>>> >>>> >>>> Thank you for yo