--000000000000123bc90637da8244 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Hope all is well. A credit memo is fine. As long as everything is coded correctly in netsuite. It will be taken care of on the next monthly or quarterly filing with the CRA depending on which entity was invoicing the client. Thank you On Wed, Jun 18, 2025 at 11:39=E2=80=AFAM Lito Delapena = wrote: > Good Morning Michael, > > Received your contact info from Sara, i had reached out to her regarding = a > Toronto Client Gladys Ellis who we have charged GST/HST taxes on their > invoices from August 2024 =E2=80=93 February 2025 in the amount of $11,5= 95.70. We > were advised this week that the client is actually tax exempt and we woul= d > like to refund or credit them the Taxes. > > The clients grand daughter has asked that we contact the CRA to make a > monthly remission of the taxes invoiced, is this something that you can > assist us with? Our invoicing team has confirmed the calculation of taxes > on the attached spreadsheet. Lookin for your guidance on this one as well > if this should be refunded to the client or if a credit memo is okay? > > "My grandmother was overcharged GST / HST from August 2024 =E2=80=93 Febr= uary 2025 > in the amount of $11,595.70. I have spoken with my personal and corporat= e > accountants. This should be resolved by The Key and not by the client. = An > adjustment can be made to the monthly remission to the CRA. Adjustments > are made all the time as the corporation is holding the funds in trust an= d > there are often purchasing / invoicing / service credits and debits. The > onus does not fall to the client to contact the CRA. " > > Thank you, > =E2=80=8B > Lito Delapena > Customer Contact and Collections Manager | TheKey > Phone:866-226-1702 > > > > > > 1127209:611100 > --=20 *Michael Jichetti* Head of Tax Email: Michael.Jichetti@thekey.com [image: TheKey] --000000000000123bc90637da8244 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Hope all is well. A credit=C2=A0memo= is fine. As long as everything is coded correctly=C2=A0in netsuite. It wil= l be taken care of on the next monthly or quarterly=C2=A0filing=C2=A0with t= he CRA depending on which entity was invoicing the client. Thank you=C2=A0 On Wed, Jun 18, 2025 at 11:39=E2=80=AFAM Lito De= lapena < billing@thekey.com >= wrote: Good Morning Michael, Received your contact info fr= om Sara, i had reached out to her regarding a Toronto Client Gladys Ellis w= ho we have charged GST/HST taxes on their invoices from =C2=A0August 2024 = =E2=80=93 February 2025 in the amount of $11,595.70. We were advised this w= eek that the client is actually tax exempt and we would like to refund or c= redit them the Taxes.=C2=A0 The clients grand daughter has asked tha= t we contact the CRA to make a monthly remission of the taxes invoiced, is = this something that you can assist us with? Our invoicing team has confir