Re: Tax Exemption form

The attached includes some proposed revisions. Let me know if you'd like to
discuss after you review.

On Tue, Nov 28, 2023 at 8:42 AM Steve Koyanagi <skoyanagi@thekey.com> wrote:

> I'll see what I can do and circle back.
>
> On Tue, Nov 28, 2023 at 6:28 AM Timothy Thomas <tt@thekey.com> wrote:
>
>> Hi Steve,
>>
>> I dug around and unfortunately no one seems to have the original Word
>> version. I believe if you have a paid version of adobe you can convert it
>> back to word.
>>
>>
>>
>> On Mon, Nov 27, 2023 at 11:45 AM Steve Koyanagi <skoyanagi@thekey.com>
>> wrote:
>>
>>> Can you circulate the original document in word format?
>>>
>>> On Mon, Nov 27, 2023 at 6:17 AM Timothy Thomas <tt@thekey.com> wrote:
>>>
>>>> Yes, thanks Elizabeth.
>>>>
>>>> It will also need to be modified for each province as this form only
>>>> relates to Ontario.
>>>>
>>>> On Mon, Nov 27, 2023 at 8:09 AM <eclark@thekey.com> wrote:
>>>>
>>>>> Hi Steve
>>>>>
>>>>>
>>>>>
>>>>> Circling back to this, I believe Tim is looking to ensure the form is
>>>>> approved by counsel before we start distribution to the field/asking
>>>>> clients to sign. Are you able to review this?
>>>>>
>>>>>
>>>>>
>>>>> Elizabeth Clark
>>>>>
>>>>> *Director, CI & Transformation*
>>>>>
>>>>> *Long Term Care Insurance, Onboarding*
>>>>>
>>>>>
>>>>>
>>>>> *TheKey*
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> *From:* eclark@thekey.com <eclark@thekey.com>
>>>>> *Sent:* Wednesday, September 27, 2023 5:28 AM
>>>>> *To:* 'Timothy Thomas' <tt@thekey.com>
>>>>> *Subject:* RE: Tax Exemption form
>>>>> *Importance:* High
>>>>>
>>>>>
>>>>>
>>>>> Hi Tim
>>>>>
>>>>>
>>>>>
>>>>> Sorry for the delay. To clarify, this form is approved (needs a new
>>>>> logo) but you’re looking for help to distribute and training the teams here
>>>>> to use the form. Correct?
>>>>>
>>>>>
>>>>>
>>>>> Elizabeth Clark
>>>>>
>>>>> *Director, CI & Transformation*
>>>>>
>>>>> *Long Term Care Insurance, Onboarding*
>>>>>
>>>>>
>>>>>
>>>>> *TheKey*
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> *From:* Steve Koyanagi <skoyanagi@thekey.com>
>>>>> *Sent:* Wednesday, September 13, 2023 6:47 PM
>>>>> *To:* Timothy Thomas <tt@thekey.com>; Elizabeth Clark <
>>>>> eclark@thekey.com>
>>>>> *Subject:* Fwd: Tax Exemption form
>>>>>
>>>>>
>>>>>
>>>>> Thanks, Tim. Looping in Elizabeth from the finance team. Elizabeth, is
>>>>> there someone on your team that can support Tim with this initiative?
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> ---------- Forwarded message ---------
>>>>> From: *Timothy Thomas* <tt@thekey.com>
>>>>> Date: Wed, Sep 13, 2023 at 7:48 AM
>>>>> Subject: Fwd: Tax Exemption form
>>>>> To: Steve Koyanagi <skoyanagi@thekey.com>
>>>>>
>>>>>
>>>>>
>>>>> Hi Steve,
>>>>>
>>>>>
>>>>>
>>>>> Sorry to bother you again. I would like to create a waiver like this
>>>>> for all Canadian locations. In short, if a client received a government
>>>>> funded home care service (at their private dwelling) any additional care is
>>>>> considered exempt from sales tax. Should the service ever be cancelled, it
>>>>> would be the responsibility of the client to inform us of that change so we
>>>>> can reinstate the sales tax.
>>>>>
>>>>>
>>>>>
>>>>> Can you assist with this?
>>>>>
>>>>> Thanks
>>>>>
>>>>> Tim
>>>>>
>>>>> ---------- Forwarded message ---------
>>>>> From: *Poulami Shah* <poulami.shah@thekey.com>
>>>>> Date: Tue, Sep 12, 2023 at 11:04 AM
>>>>> Subject: Tax Exemption form
>>>>> To: Timothy Thomas <tt@thekey.com>
>>>>>
>>>>>
>>>>>
>>>>> Hi Tim,
>>>>>
>>>>>
>>>>>
>>>>> Please find the tax exemption attached for your reference.
>>>>>
>>>>> *Best regards*
>>>>>
>>>>> *Pauli Shah*
>>>>>
>>>>> *Client Success Manager*
>>>>>
>>>>> *Direct: 289-412-1441*
>>>>>
>>>>> *Office: 905-337-1200*
>>>>>
>>>>>
>>>>>
>>>>> *TheKey.ca*   <https://thekey.ca/>
>>>>>
>>>>>
>>>>>
>>>>> [image: Image removed by sender. TheKey]
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> --
>>>>>
>>>>> *Tim Thomas*
>>>>>
>>>>> Head of Canada Division
>>>>>
>>>>> *Please note my email has changed:*
>>>>>
>>>>> tt@TheKey.com <tt@thekey.com>
>>>>>
>>>>> (514) 591-9387
>>>>>
>>>>> *TheKey.ca <https://www.thekey.ca/>*
>>>>>
>>>>> [image: Image removed by sender. TheKey] <https://www.thekey.com/>
>>>>>
>>>>>
>>>>>
>>>>
>>>>
>>>> --
>>>> Tim Thomas
>>>> Head of Canada Division
>>>> *Please note my email has changed:*
>>>> tt@TheKey.com <tt@thekey.com>
>>>> (514) 591-9387
>>>> TheKey.ca <https://www.thekey.ca/>
>>>> [image: TheKey] <https://www.thekey.com/>
>>>>
>>>
>>
>> --
>> Tim Thomas
>> Head of Canada Division
>> *Please note my email has changed:*
>> tt@TheKey.com <tt@thekey.com>
>> (514) 591-9387
>> TheKey.ca <https://www.thekey.ca/>
>> [image: TheKey] <https://www.thekey.com/>
>>
>