RE: 159549 Souad Andrews Fwd: HST Tax Exemption Letter - [#1303833]

This is a multipart message in MIME format. ------=_NextPart_000_0013_01DC62D3.6487DFC0 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0014_01DC62D3.6487DFC0" ------=_NextPart_001_0014_01DC62D3.6487DFC0 Content-Type: text/plain; charset="utf-8" Content-Transfer-Encoding: quoted-printable Thank you for sending over, Sara. =20 I agree this shouldn=E2=80=99t hit revenue. =20 @'Michael Jichetti'- should this = go back to the 230102 =E2=80=93 GST/HST Payable account? =20 Thanks! =20 Lauren Doumbia Team Lead, Accounting | TheKey Wichita, KS =20 =20 =20 From: sara.stuhlsatz@thekey.com =20 Sent: Monday, December 1, 2025 12:11 PM To: 'Michelle Schefter' ; 'Michael Jichetti' = ; 'Timothy Thomas' ; 'Kristy = Poyner' ; 'Adriana Mendez' = ; lauren.hatfield@thekey.com Cc: 'TAX' ; 'Legal' ; = kristy.poyner@thekey.com; timon.page@thekey.com; = sara.stuhlsatz@thekey.com Subject: RE: 159549 Souad Andrews Fwd: HST Tax Exemption Letter - = [#1303833] =20 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 = =20 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