Okay
Sent from my iPhone
On Jan 10, 2023, at 2:05 PM, Ali Malik <ali.malik@thekey.com> wrote:
I will just add a credit memo for all created invoices. It'll make it easier just in case they sent payment already for the Jan 4th invoice.
thank you,
On Tue, Jan 10, 2023 at 1:41 PM Randi Schapira CPA CA <Randi@schapiraca.ca<mailto:Randi@schapiraca.ca>> wrote:
HI
Yes- you can change the Jan 4th invoice.
For the older ones, you create the credit memo WITH taxes as of today and then create the new invoices without the taxes.
Thanks
Randi
From: Ali Malik <ali.malik@thekey.com<mailto:ali.malik@thekey.com>>
Sent: January 10, 2023 1:34 PM
To: Randi Schapira CPA CA <Randi@schapiraca.ca<mailto:Randi@schapiraca.ca>>
Cc: Timothy Thomas <tt@thekey.com<mailto:tt@thekey.com>>; Tim Thomas <tthomas@thekey.com<mailto:tthomas@thekey.com>>; Maria Licoudis <mlicoudis@homecareassistance.com<mailto:mlicoudis@homecareassistance.com>>
Subject: Re: Bernard Grenier
Hi Randi,
The Jan 4th invoice consists of services from Dec 26th-Jan 1st. Is it still okay to adjust?
Also do you want me to put in credit memos for the tax reimbursement for prior invoices?
thank you,
On Tue, Jan 10, 2023 at 12:36 PM Randi Schapira CPA CA <Randi@schapiraca.ca<mailto:Randi@schapiraca.ca>> wrote:
HI Ali
You can change the Jan 4th invoice since January is still open.
Dec is closed so you can create a credit memo for each of the Dec invoices as of today and then create a new invoice without taxes dated today as well.
Please let me know if you need any assistance with this.
Thanks
Randi
tt@thekey.com<mailto:tt@thekey.com>>
Sent: January 10, 2023 10:56 AM
To: Ali Malik <ali.malik@thekey.com<mailto:ali.malik@thekey.com>>; Tim Thomas <tthomas@thekey.com<mailto:tthomas@thekey.com>>
Cc: Maria Licoudis <mlicoudis@homecareassistance.com<mailto:mlicoudis@homecareassistance.com>>; Randi Schapira CPA CA <Randi@schapiraca.ca<mailto:Randi@schapiraca.ca>>
Subject: Re: Bernard Grenier
@Tim Thomas<mailto:tthomas@thekey.com> can do this, we've done it before.
On Tue, Jan 10, 2023 at 10:20 AM Ali Malik <ali.malik@thekey.com<mailto:ali.malik@thekey.com>> wrote:
Goodmorning Maria,
So are they tax exempt going forward? They have 4 previous invoices with us. It's going to be a little difficult from the accounting side to reimburse them taxes back. I'm CCing Tim and Randi here to discuss further. I see they have not paid for the last 2 invoices, if Randi has not completed month end yet I can go ahead and adjust those 2 invoices to reflect tax exempt. But we will need to discuss further.
thank you,
On Tue, Jan 10, 2023 at 9:27 AM Maria Licoudis <mlicoudis@homecareassistance.com<mailto:mlicoudis@homecareassistance.com>> wrote:
Good morning Ali,
Mr. Grenier will be tax exempt, we received the letter. Timothy had mentioned that we can reimburse them up to a month of taxes, please let me know if this is possible so I can give the details to the wife. Thank you so much, have a good day.
Best,
Maria
[https://lh3.googleusercontent.com/aAHmx-hZgKNhNc-Je2oBqyGeLruxDWpUBRDy6PwGeousDPoaiOZ0kRigOcTlPmWDqUoXALbu1NHk_nJ18-kTaRt1rUGDXEIz8Fkg4m5opIQb0MQpq-qi6b9f2YBMnvpClEHy3_uT]
Maria Licoudis RN
Care Manager
mlicoudis@homecareassistance.com<mailto:mlicoudis@homecareassistance.com>
Office:514-907-5065
--
Ali Malik
Manager - Financial Operations
--
Tim Thomas
Head of Canada Division
Please note my email has changed:
tt@TheKey.com<mailto:Tim.Thomas@TheKey.com>
(514) 591-9387
TheKey.com<https://www.thekey.com/>
[TheKey]<https://www.thekey.com/>
--
Ali Malik
Manager - Financial Operations
--
Ali Malik
Manager - Financial Operations