RE: Montreal Tax in Clearcare

From
<michelle.kenaga@thekey.com>
To
"'Timothy Thomas'" <tt@thekey.com>
Date
Tue, 21 May 2024 13:34:57 -0700
Folder
INBOX
 This is a multipart message in MIME format. ------=_NextPart_000_017F_01DAAB83.ADEC9740 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0180_01DAAB83.ADEC9740" ------=_NextPart_001_0180_01DAAB83.ADEC9740 Content-Type: text/plain; charset="utf-8" Content-Transfer-Encoding: quoted-printable Hi Tim,=20 =20 Yes, we can extend, can Joey at minimum verify the list is correct today = and we can ensure in bills correctly tomorrow? =20 Thank you,=20 =20 Michelle Schefter (Formally Michelle Kenaga) Senior Manager Billing and Submissions Direct line: (408) 831-0579 michelle.kenaga@thekey.com =20 =20 =20 From: Timothy Thomas =20 Sent: Tuesday, May 21, 2024 1:33 PM To: michelle.kenaga@thekey.com Subject: Re: Montreal Tax in Clearcare =20 Hi Michelle.=20 =20 Any chance we can get a 1 day extension on this project? Joey is a bit = swamped.=20 =20 Thanks Tim Thomas Head of Canada Division Please note my email has changed: tt@TheKey.com (514) 591-9387 =09 TheKey.ca =20 =20 =20 On Mon, May 20, 2024 at 2:20=E2=80=AFPM > wrote: Hi Joey,=20 =20 Attached is a list of active customers in clearcare with the = corresponding tax bill or no bill based on the reporting in quick books. = =20 The customers that state charge tax will need the charge tax button = selected on their profile as a one time clean up effort. This will need = to be completed by EOD Tuesday 5.21.24 in order to bill correctly in = Netsuite.=20 =20 As a reminder this will also need to be done moving forward for any new = clients that start that need to be charged tax-If the office does not = check this box the customers will not be charged tax. =20 This function is completed by selecting Edit profile on the customers = account and then charge tax button selected on the general tab (Added a = screenshot below).=20 =20 =20 =20 =20 Thank you,=20 =20 Michelle Schefter (Formally Michelle Kenaga) Senior Manager Billing and Submissions Direct line: (408) 831-0579 michelle.kenaga@thekey.com=20 =20 =20 ------=_NextPart_001_0180_01DAAB83.ADEC9740 Content-Type: text/html; charset="utf-8" Content-Transfer-Encoding: quoted-printable <html xmlns:v=3D"urn:schemas-microsoft-com:vml" = xmlns:o=3D"urn:schemas-microsoft-com:office:office" = xmlns:w=3D"urn:schemas-microsoft-com:office:word" = xmlns:m=3D"http://schemas.microsoft.com/office/2004/12/omml" = xmlns=3D"http://www.w3.org/TR/REC-html40"> v\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} <!-- /* Font Definitions */ @font-face {font-family:"Helvetica Neue"; panose-1:0 0 0 0 0 0 0 0 0 0;} @font-face {font-family:"Cambria Math"; panose-1:2 4 5 3 5 4 6 3 2 4;} @font-face {font-family:Calibri; panose-1:2 15 5 2 2 2 4 3 2 4;} @font-face {font-family:Aptos;} @font-face {font-family:Roboto; panose-1:2 0 0 0 0 0 0 0 0 0;} /* Style Definitions */ p.MsoNormal, li.MsoNormal, div.MsoNormal {margin:0in; font-size:12.0pt; font-family:"Aptos",sans-serif;} a:link, span.MsoHyperlink {mso-style-priority:99; color:blue; text-decoration:underline;} span.EmailStyle18 {mso-style-type:personal-reply; font-family:"Aptos",sans-serif; color:windowtext;} .MsoChpDefault {mso-style-type:export-only; font-size:11.0pt;} @page WordSection1 {size:8.5in 11.0in; margin:1.0in 1.0in 1.0in 1.0in;} div.WordSection1 {page:WordSection1;} --> Hi Tim, &nbsp; Yes, we can extend, = can Joey at minimum verify the list is correct today and we can ensure = in bills correctly tomorrow? &nbsp; Thank you, <o:p