This is a multipart message in MIME format. ------=_NextPart_000_0164_01DAE1B1.6C9424C0 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0165_01DAE1B1.6C944BD0" ------=_NextPart_001_0165_01DAE1B1.6C944BD0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, =20 Correct. Please proceed with updating tax status for clients in = ClearCare. =20 Thank you, Kristy Poyner Billing Manager Kristy.Poyner@thekey.com=20 =20 =20 From: Timothy Thomas =20 Sent: Monday, July 29, 2024 8:11 AM To: kristy.poyner@thekey.com Cc: Joey Taylor ; alyson.rohane@thekey.com; = michelle.kenaga@thekey.com; Stephanie Fuston = ; Elizabeth Clark Subject: Re: Montreal Tax in Clearcare =20 Hi Kristy.=20 =20 I wanted to follow up on this document and verify that we are clear to = proceed with making the changes to the Clearcare tax status.=20 =20 Thanks Tim =20 On Mon, Jul 15, 2024 at 4:49=E2=80=AFPM Timothy Thomas > wrote: Hi Kristy, =20 Here's an updated spreadsheet for you with the correct tax status. We = haven't yet made the changes in clearcare.=20 =20 https://docs.google.com/spreadsheets/d/1xNhYG-6RNXdlN3Z8gbpgtn-rbzbTRBl1/= edit?gid=3D2103867703#gid=3D2103867703 =20 Let me know if you have any questions =20 On Mon, Jul 15, 2024 at 4:23=E2=80=AFPM > wrote: Hi Tim and Joey, =20 Wanted to circle back to confirm if either of you can assist with = reviewing the clients tax settings on the report linked here = = , or if there is someone else I can loop in to assist?=20 =20 I want to ensure if clients are being billed, or not billed, tax = erroneously we can make necessary corrections before this week=E2=80=99s = billing as well as identify what corrections are needed for past = billings. =20 Thank you, Kristy Poyner Billing Manager Kristy.Poyner@thekey.com=20 =20 =20 From: kristy.poyner@thekey.com = >=20 Sent: Wednesday, July 10, 2024 10:53 AM To: 'Joey Taylor' >; 'Timothy Thomas' > Cc: alyson.rohane@thekey.com ; = michelle.kenaga@thekey.com ; = 'Stephanie Fuston' >; 'Elizabeth Clark' = > Subject: RE: Montreal Tax in Clearcare =20 Hi @Timothy Thomas, =20 Are you able to assist with reviewing these client tax settings for = Montreal while Joey is OOO? =20 =20 =20 =20 Hi Joey, =20 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, = linked 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. =20 * Clients with setting discrepancies between systems are listed as = "Needs Local Office Review".=20 * If errors are identified please make any necessary changes to the = client settings in ClearCare and update the Local Office Partner Not