Fwd: Re: CASEY-Tax documents - [#598291]
- From
- Sumira Suthesan <billing@thekey.com>
- To
- tt@thekey.com
- CC
- kristy.poyner@thekey.com
- Date
- Wed, 20 Dec 2023 16:07:07 +0000
- Folder
- INBOX
📎 Casey_ C-P Statement.pdf; Casey_ P Statement.pdf; Inv_47815_from_Home_Care_Assistance_Montral__Soins__Domicile_15320 (1).pdf
Please take a look at ticket #598291 raised by Charles and Penny Casey (kcpsolutions@gmail.com). Hi Tim, Reports were pulled from Clearcare instead of QuickBooks, because the two accounts were merged in QuickBooks. Please note that the 03/30 shift on INV47815 is an overnight shift that started on 03/29 for Charles and Penny Casey. Please see attached statements and let me know if anything is needed from my end. Thanks, Sumira
On
Tue, 19 Dec at 4:45 PM
, Charles and Penny Casey <kcpsolutions@gmail.com> wrote:
Hi Tim,
Will do, thank you
@TheKey Billing can you please care a ticket?
Thanks
Sumira Suthesan Accounts Receivable Specialist T: 438-230-3887 ext.1070006 www.TheKey.com
On Tue, Dec 19, 2023 at 4:36 PM Timothy Thomas <tt@thekey.com> wrote:
Hi Sumira,
As I suspected I'll need the statements broken down as follows
1) January - March 29th under Charles and Penny Casey.
2) March 30-2023-November 29th, 2023 under Penny Casey.
Please change the account name to reflect the correct periods so it's visible on the statements.
Thanks!
---------- Forwarded message --------- From: Kelly Leigh Casey <kcpsolutions@gmail.com> Date: Tue, Dec 19, 2023 at 3:49 PM Subject: Re: CASEY-Tax documents To: Timothy Thomas <tt@thekey.com> Cc: John Janiga <john.janiga@thekey.com>, Patrick Casey <drpcasey@sympatico.ca>, Art Casey <casey.arthur@gmail.com>
Hi Thomas,
Is it possible provide 2 tax receipts?
1) January - March 29th under Charles and Penny Casey.
2) March 30-2023-November 29th, 2023 under Penny Casey.
Their taxes will be done separately this year due to his death- as such, we may need it split.
With thanks,
Kelly
On Dec 19, 2023, at 1:17 PM, Timothy Thomas <tt@thekey.com> wrote:
Hi Kelly,
Please see attached and let me know if it is to your liking.
Best,
Tim
On Tue, Dec 19, 2023 at 9:40 AM Kelly Leigh Casey <kcpsolutions@gmail.com> wrote:
Hi Tim and John,
Can we please get the year end statements for both my father Charles Casey (to March 29th, 2023) and my mother Penny Casey (March 30-November 29, 2023).
Please ensure they are official tax receipts, on letterhead with description of support- like the document below.
With thanks,
Kelly
--
Tim Thomas
Head of Canada Division
Please note my email has changed:
tt@TheKey.com
(514) 591-9387
TheKey.ca
<Charles_Penny_Casey_2023_Statement.pdf>
--
Tim Thomas
Head of Canada Division
Please note my email has changed:
tt@TheKey.com
(514) 591-9387
TheKey.ca