Re: Montreal clients *Tax

From
Frank Liu <fliu@thekey.com>
To
Roxana Cruz <rcruz@thekey.com>
CC
Ali Malik <ali.malik@thekey.com>, eclark@thekey.com, Timothy Thomas <tt@thekey.com>, Troy Riha <troy.riha@thekey.com>
Date
Wed, 5 Jul 2023 14:41:50 -0700
Folder
INBOX
--Apple-Mail-D0D326BD-CB64-4B34-AA1F-736F66EA85D3 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable I think so ;)&nbsp; -Frank On Jul 5, 2023, a= t 2:37 PM, Roxana Cruz &lt;rcruz@thekey.com&gt; wrote: =EF=BB=BF Hi= Frank - sorry I missed this.&nbsp; Is there anything els= e needed&nbsp;from me here? Looks like the setting&nbsp;has been reviewed an= d is working? On Wed, Jul 5, 2023 at 9:05=E2=80=AFAM Frank Liu &lt; fliu@thekey.com &gt; wrote: Ali, When ar= e you planning to make these updates?&nbsp; I don't know if it has any other= impact even though you are not invoicing out of Clearare today.&nbsp; &nbsp= ;For timing purposes, should we only change the clients tax setting only dur= ing the cutover week/weekend?&nbsp; -Frank On W= ed, Jul 5, 2023 at 8:57=E2=80=AFAM Ali Malik &lt; ali.malik@thekey.com &gt; wrote: = Eureka!!!!= &nbsp; It worked.&nbsp; @Elizabeth C= lark &nbsp;We will need to now adjust all active clients profile to refle= ct the tax stats in quickbooks (report I made above) &lt;image.png&gt; On Wed, Jul 5, 2023 at 1= 1:40=E2=80=AFAM Frank Liu &lt; fliu@thekey.com &gt; wrote: +Roxana Cruz &nbsp;= Ali, If that doens't work, looping in Roxa= na to help with settings.&nbsp; -Frank On Wed, Jul 5, 2023 at 8:38=E2=80= =AFAM Frank Liu &lt; fli= u@thekey.com &gt; wrote: &lt;Invoicing__Interest__and_Tax___WellSky_P= ersonal_Care.jpg&gt; On Wed, Jul 5, 2023 at 8:29=E2=80=AFAM Ali Malik &= lt; ali.malik@theke= y.com &gt; wrote: Interesting, Frank can you add a rate in the box, I just= want to see if the button pops up under the profile because right now I can= not see the "charge tax" button. thanks On Wed, Jul 5= , 2023 at 11:25=E2=80=AFAM Frank Liu &lt; fliu@thekey.com &gt; wrote: &lt;Invoicing__Interest__= and_Tax___WellSky_Personal_Care.jpg&gt; On Wed, Jul 5, 2023 at 8:02=E2= =80=AFAM Ali Malik &lt; ali.malik@thekey.com &gt; wrote: So I just checked clearcare in Montr= eal and compared it to Toronto. What's weird is that I don't see the "charge= tax" button in the profile

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