Re: Fwd: 158665 Inge Barbara Bastian - Tax Exempt - [#825575]

From
John Janiga <john.janiga@thekey.com>
To
Joey Taylor <joey.taylor@thekey.com>, Lito Delapena <lito.delapena@thekey.com>
CC
John Janiga <billing@thekey.com>, collectionsteam@thekey.com, tt@thekey.com
Date
Fri, 7 Jun 2024 08:
Folder
INBOX
--000000000000197424061a4c0345 Content-Type: multipart/alternative; boundary="000000000000197423061a4c0343" --000000000000197423061a4c0343 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Lito, The client was tax exempt for the service dates billed on invoice 51329. The client passed away in the hospital and this would make the final billing tax exempt. Confirmation received from Montreal CSM Joey Taylor. Can we write off the remaining balance of $891.91? ( Taxes ) I've attached the invoice for your reference. *John Janiga* Collections Analyst 2 *john.janiga@thekey.com * *408-647-7538 * TheKey.com [image: TheKey] On Thu, Jun 6, 2024 at 3:19=E2=80=AFPM John Janiga = wrote: > Hello Joey, > > Perfect! I will request the write off. > > Best, > *John Janiga* > Collections Analyst 2 > *john.janiga@thekey.com * > *408-647-7538 * > TheKey.com > [image: TheKey] > > > > On Thu, Jun 6, 2024 at 2:48=E2=80=AFPM Joey Taylor wrote: > >> Hey John, >> >> This is confirmed!! >> >> Thank you and sorry for the confusion! >> >> On Thu, Jun 6, 2024 at 1:01=E2=80=AFPM John Janiga = wrote: >> >>> Hi JosephTaylor, >>> >>> It looks like client was in hospital during the shifts reflected on >>> invoice 51329. >>> >>> Can you confirm that this would then be tax exempt ? >>> >>> If yes, I will work to get the $891.91 remaining due written off. >>> >>> >>> Thanks, >>> >>> John Janiga >>> >>> >>> >>> On Thu, 6 Jun at 12:13 PM , JosephTaylor >> joey.taylor@homecareassistance.com> wrote: >>> >>> *John Janiga* >>> Collections Analyst 2 >>> *john.janiga@thekey.com * >>> *408-647-7538 * >>> TheKey.com >>> [image: TheKey] >>> >>> >>> >>> ---------- Forwarded message --------- >>> From: Joey Taylor >>> Date: Wed, Jun 5, 2024 at 4:00=E2=80=AFPM >>> Subject: Re: 158665 Inge Barbara Bastian - Tax Exempt >>> To: Timothy Thomas >>> Cc: John Janiga >>> >>> >>> Im asking Dom. It=E2=80=99s complete care client so I don=E2=80=99t kno= w history. She >>> died in hospital so that would make it tax exempt at end >>> >>> Joey Taylor >>> *Directeur G=C3=A9n=C3=A9ral/**General Manager* >>> 514-907-5065 >>> TheKey.ca >>> [image: TheKey] >>> >>> >>> On Wed, Jun 5, 2024 at 3:51 PM Timothy Thomas wrote: >>> >>>> Joey is the client tax exempt? >>>> >>>> On Wed, Jun 5, 2024 at 3:45=E2=80=AFPM John Janiga >>>> wrote: >>>> >>>>> Hey Tim, >>>>> >>>>> No, it looks like the invoice James paid off was from clear care and >>>>> the same invoice with tax added came from Quickbooks. >>>>> >>>>> Versa Pay was not involved. >>>>> >>>>> Both are attached. >>>>> >>>>> *John Janiga* >>>>> Collections Analyst 2 >>>>> *john.janiga@thekey.com * >>>>> *408-647-7538 * >>>>> TheKey.com >>>>> [image: TheKey] >>>>> >>>>> >>>>> >>>>> On Wed, Jun 5, 2024 at 3:04=E2=80=AFPM Timothy Thomas = wrote: >>>>> >>>>>> To be clear, we historically charged this client tax, but most >>>>>> recently in versapay, we did not? @Joey Taylor >>>>>> is that because he's been hospitalized? >>>>>> >>>>>> >

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