This is a multipart message in MIME format. ------=_NextPart_000_0F9D_01DC62BB.943FD550 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0F9E_01DC62BB.943FD550" ------=_NextPart_001_0F9E_01DC62BB.943FD550 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi all =E2=80=93 good here as well. Looping in = @Adriana Mendez & = @lauren.hatfield@thekey.com. = @Kristy Poyner, please work with them on the = GL impact of this as I don=E2=80=99t think this can hit revenue. =20 Kind regards, Sara Stuhlsatz Assistant Controller | TheKey Mobile: 620.240.9375 =20 =20 =20 =20 =20 =20 From: Michelle Schefter =20 Sent: Monday, December 1, 2025 11:31 AM To: Michael Jichetti ; Timothy Thomas = ; 'Sara Stuhlsatz' Cc: Kristy Poyner ; TAX ; Legal = ; kristy.poyner@thekey.com; timon.page@thekey.com Subject: Re: 159549 Souad Andrews Fwd: HST Tax Exemption Letter - = [#1303833] =20 Thank you for the update Michael. Looping in = @'Sara Stuhlsatz' for accounting line = of sight. I am good with the credit if you are as well = @Timothy Thomas =20 Michelle Schefter Director of Finance | TheKey Phone: 408.837.0579 =20 = =20 =20 _____ =20 From: Michael Jichetti > Sent: Monday, December 1, 2025 9:22 AM To: Timothy Thomas > Cc: Kristy Poyner >; TAX = >; Legal >; michelle.kenaga@thekey.com = >; kristy.poyner@thekey.com = >; timon.page@thekey.com = > Subject: Re: 159549 Souad Andrews Fwd: HST Tax Exemption Letter - = [#1303833]=20 =20 Hi=20 =20 Hope all is well. There is no liability from a tax perspective. As long = as the accounting team records this on their end I will be able to make = it up on future sales tax returns. Thank you=20 =20 On Mon, Dec 1, 2025 at 12:12=E2=80=AFPM Timothy Thomas > wrote: @TAX @Legal are = there any concerns with reimbursing sales tax dating back to 2024? I've = never reimbursed retroactively for more than a few months. What = liability, if any, do we have here?=20 =20 Thanks =20 =20 On Mon, Dec 1, 2025 at 12:01=E2=80=AFPM Kristy Poyner = > wrote: Hi Tim and Michelle, =20 Toronto client Souad Andrews recently notified us that they should be = tax exempt and requested previous tax billed be credited dating back to = start of care in June 2024. The tax exemption form is attached for = reference. We are seeking your approval to proceed with this credit for = tax totaling $37,314.12 CAD (~$26,684.26 USD). I've attached a report = indicating the amount of tax billed in CAD per invoice in case it's = helpful.=20 =E2=80=8B Please let me know if you have any questions or if we are approved to = proceed with this credit. =20 Thank you, =20 Kristy Poyner Billing Manager | TheKey=20 =20 =20 =20 Please take a look at ticket #1303833 = raised by Timon = Page (timon.page@thekey.com ). On Wed, 26 Nov at 10:28 AM , Timon Page > wrote:=20 Hi Cathy =20 The POA of the client is asking when the credit for the HST will be = applied and what the amount of the credit will be.=20 =20 Best regards, Timon Page=20 General Man