Fwd: Re: CASEY-Tax documents - [#598291]

----==_mimepart_65831cf688951_1f23fc51c695d7c443854c Content-Type: multipart/alternative; boundary="--==_mimepart_65831cf688880_1f23fc51c695d7c44384be"; charset=UTF-8 Content-Transfer-Encoding: 7bit ----==_mimepart_65831cf688880_1f23fc51c695d7c44384be Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Tim, I was reviewing this with Sumira and noticed the document Kel= ly referenced appears to be showing only payments made in 2022. Snip and = document attached for reference. Based on this information my understandi= ng of Kelly's request is actually for a receipt of all payments made, sep= arated by client account/specified date ranges, in 2023. It looks like we= have been pulling invoice statements here, so I just wanted to confirm i= f we should actually pull payment statements instead. Plea= se take a look at ticket #598291 raised by Charles and Penny Casey (kcpso= lutions@gmail.com). Thank you, Kristy = = On Tue, 19 Dec at 4:45 PM , Charles and Penny Casey wrote: Hi Tim, = Will do, thank you = = = @TheKey Billing=C2=A0can you please care a ticket? = = Thanks = Sumira Suthesan Accounts Receivable Specialist T: 438-230-3887 ext.107000= 6 www.TheKey.com = = = = = = = On Tue, Dec 19, 2023 at 4:36=E2=80=AFPM Timothy Thomas w= rote: = = = Hi Sumira, = As I suspected I'll need the statements broken down as follows = = = 1) January - March 29th under Charles and Penny Casey. = 2) =C2=A0March 30-2023-November 29th, 2023 under Penny Casey. = = Please change the account name to reflect the correct periods so it's vi= sible on the statements.=C2=A0 = Thanks! = = ---------- Forwarded message --------- From: Kelly Leigh Casey Date: Tue, Dec 19, 2023 at 3:49=E2=80=AFPM Subject: Re: C= ASEY-Tax documents To: Timothy Thomas Cc: John Janiga , Patrick Casey , Art Casey = = Hi Thomas, = Is it possible provide 2 tax receipts?=C2=A0 = = 1) January - March 29th under Charles and Penny Casey. = 2) =C2=A0March 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=E2=80=AFPM, Timothy Thomas wrot= e: = = Hi Kelly, = Please see attached and let me know if it is to your=C2=A0liking. = = Best, = Tim = = = On Tue, Dec 19, 2023 at 9:40=E2=80=AFAM Kelly Leigh Casey wrote: = = Hi Tim and John, = = Can we please get the year end statements for both my father Charles Case= y (to March 29th, 2023)=C2=A0 and my mother Penny Casey (March 30-Novembe= r 29, 2023). = = Please ensure they are official tax receipts, on letterhead with descript= ion 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 = = = = = = = = = = = -- = Tim Thomas = Head of Canada Division = Please note my email has changed: = tt@TheKey.com = (514) 591-9387 = = TheKey.ca ----==_mimepart_65831cf688880_1f23fc51c695d7c44384be Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Tim, I was reviewing this with Sumira and noticed the documen= t Kelly referenced appears to be showing only payments made in 2022. Snip= and document attached for reference. Based on this information my unders= tanding of Kelly's request is actually for a receipt of all payments made= , separated by client account/specified date ranges, in 2023. It looks li= ke we have been pulling invoice statements here, so I just wanted to conf= irm if we should actually pull payment statements instead. Please take a look at ticket #598291 raised by Charles a= nd Penny Casey (kcpsolutions@gmail.com). Thank you, Kristy On Tue, 19 Dec at 4:45 PM , Charles and Penn= y Casey <kcpsolutions@gmail.com> wrote: Hi Tim, Will do, thank you @TheKey Billing =C2=A0can you please = care a ticket? Thanks Sumira Suthesan A= ccounts Receivable Specialist T:= 438-230-3887 ext.1070006 www.TheKey.com= On Tue, Dec 19, 2023 at 4:36=E2=80=AF= 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) =C2=A0March 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.=C2=A0 Thanks! ---------- Forwarded message ------= --- From: Kelly Leigh = Casey <span d