This is a multipart message in MIME format. ------=_NextPart_000_08C2_01DAD6CA.F0C4AD10 Content-Type: multipart/alternative; boundary="----=_NextPart_001_08C3_01DAD6CA.F0C4AD10" ------=_NextPart_001_08C3_01DAD6CA.F0C4AD10 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 Notes = column of the report for these lines.=20 * This will ensure we have line of sight to any clients who have been = billed with incorrect tax settings thus far and determine next steps. * While creating this document I noticed that some clients are tagged in = ClearCare as tax exempt, but others are not.=20 * As a precaution, I added notes to identify the clients not billing = taxes and not tagged as tax exempt, just in case any of these clients = were affected by the ClearCare tax settings prior to the integration. =20 =20 Thank you, Kristy Poyner Billing Manager Kristy.Poyner@thekey.com=20 =20 =20 From: Kristy Poyner >=20 Sent: Friday, July 5, 2024 4:39 PM 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 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 = sett