--0000000000000d449c05ffd1eea3 Content-Type: multipart/alternative; boundary="0000000000000d449b05ffd1eea2" --0000000000000d449b05ffd1eea2 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hey Frank, I will most likely need to work on these next week sometime. Maybe you can switch it back to 0% for now. I will let you know after next weeks invoicing when to put the percentage again. thank you On Wed, Jul 5, 2023 at 12:05=E2=80=AFPM Frank Liu wrote: > Ali, > When are you planning to make these updates? I don't know if it has any > other impact even though you are not invoicing out of Clearare today. F= or > timing purposes, should we only change the clients tax setting only durin= g > the cutover week/weekend? > > -Frank > > On Wed, Jul 5, 2023 at 8:57=E2=80=AFAM Ali Malik w= rote: > >> Eureka!!!! >> >> It worked. >> >> @Elizabeth Clark We will need to now adjust all >> active clients profile to reflect the tax stats in quickbooks (report I >> made above) >> >> >> [image: image.png] >> >> On Wed, Jul 5, 2023 at 11:40=E2=80=AFAM Frank Liu wrot= e: >> >>> +Roxana Cruz >>> >>> Ali, >>> If that doens't work, looping in Roxana to help with settings. -Frank >>> >>> On Wed, Jul 5, 2023 at 8:38=E2=80=AFAM Frank Liu wrot= e: >>> >>>> [image: Invoicing__Interest__and_Tax___WellSky_Personal_Care.jpg] >>>> >>>> On Wed, Jul 5, 2023 at 8:29=E2=80=AFAM Ali Malik 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 cannot se= e the >>>>> "charge tax" button. >>>>> >>>>> thanks >>>>> >>>>> On Wed, Jul 5, 2023 at 11:25=E2=80=AFAM Frank Liu w= rote: >>>>> >>>>>> [image: Invoicing__Interest__and_Tax___WellSky_Personal_Care.jpg] >>>>>> >>>>>> On Wed, Jul 5, 2023 at 8:02=E2=80=AFAM Ali Malik >>>>>> wrote: >>>>>> >>>>>>> So I just checked clearcare in Montreal and compared it to Toronto. >>>>>>> What's weird is that I don't see the "charge tax" button in the pro= file for >>>>>>> Montreal clients. Please see below. >>>>>>> We will have to adjust in settings, it's most likely set to not >>>>>>> charge tax, that's why the button is not popping up. I don't have a= ccess to >>>>>>> agency settings in clearcare but Tim can assist. @Timothy Thomas >>>>>>> Can you send a screenshot of the tax setup under >>>>>>> the agency settings for Montreal clearcare please? >>>>>>> >>>>>>> Toronto client: >>>>>>> >>>>>>> [image: image.png] >>>>>>> >>>>>>> Montreal client: >>>>>>> >>>>>>> [image: image.png] >>>>>>> >>>>>>> >>>>>>> On Wed, Jul 5, 2023 at 10:35=E2=80=AFAM wrote: >>>>>>> >>>>>>>> Is the =E2=80=9Ccharge tax=E2=80=9D box selected on these clients = in ClearCare? >>>>>>>> >>>>>>>> >>>>>>>> >>>>>>>> *From:* Ali Malik >>>>>>>> *Sent:* Tuesday, July 4, 2023 11:52 AM >>>>>>>> *To:* Elizabeth Clark ; Timothy Thomas >>>>>>> tt@thekey.com>; Frank Liu >>>>>>>> *Subject:* Montreal clients *Tax >>>>>>>> >>>>>>>> >>>>>>>> >>>>>>>> Hi Team, >>>>>>>> >>>>>>>