--000000000000dc642305ffbf92ec Content-Type: multipart/alternative; boundary="000000000000dc642205ffbf92eb" --000000000000dc642205ffbf92eb Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Ali, When are you planning to make these updates? I don't know if it has any other impact even though you are not invoicing out of Clearare today. For timing purposes, should we only change the clients tax setting only during the cutover week/weekend? -Frank On Wed, Jul 5, 2023 at 8:57=E2=80=AFAM Ali Malik wro= te: > Eureka!!!! > > It worked. > > @Elizabeth Clark We will need to now adjust all > active clients profile to reflect the tax stats in quickbooks (report I > made above) > > > [image: image.png] > > On Wed, Jul 5, 2023 at 11:40=E2=80=AFAM Frank Liu wrote= : > >> +Roxana Cruz >> >> Ali, >> If that doens't work, looping in Roxana to help with settings. -Frank >> >> On Wed, Jul 5, 2023 at 8:38=E2=80=AFAM Frank Liu wrote= : >> >>> [image: Invoicing__Interest__and_Tax___WellSky_Personal_Care.jpg] >>> >>> On Wed, Jul 5, 2023 at 8:29=E2=80=AFAM Ali Malik = wrote: >>> >>>> Interesting, Frank can you add a rate in the box, I just want to see i= f >>>> the button pops up under the profile because right now I cannot see th= e >>>> "charge tax" button. >>>> >>>> thanks >>>> >>>> On Wed, Jul 5, 2023 at 11:25=E2=80=AFAM Frank Liu wr= ote: >>>> >>>>> [image: Invoicing__Interest__and_Tax___WellSky_Personal_Care.jpg] >>>>> >>>>> On Wed, Jul 5, 2023 at 8:02=E2=80=AFAM Ali Malik wrote: >>>>> >>>>>> So I just checked clearcare in Montreal and compared it to Toronto. >>>>>> What's weird is that I don't see the "charge tax" button in the prof= ile for >>>>>> Montreal clients. Please see below. >>>>>> We will have to adjust in settings, it's most likely set to not >>>>>> charge tax, that's why the button is not popping up. I don't have ac= cess to >>>>>> agency settings in clearcare but Tim can assist. @Timothy Thomas >>>>>> Can you send a screenshot of the tax setup under the >>>>>> agency settings for Montreal clearcare please? >>>>>> >>>>>> Toronto client: >>>>>> >>>>>> [image: image.png] >>>>>> >>>>>> Montreal client: >>>>>> >>>>>> [image: image.png] >>>>>> >>>>>> >>>>>> On Wed, Jul 5, 2023 at 10:35=E2=80=AFAM wrote: >>>>>> >>>>>>> Is the =E2=80=9Ccharge tax=E2=80=9D box selected on these clients i= n ClearCare? >>>>>>> >>>>>>> >>>>>>> >>>>>>> *From:* Ali Malik >>>>>>> *Sent:* Tuesday, July 4, 2023 11:52 AM >>>>>>> *To:* Elizabeth Clark ; Timothy Thomas >>>>>> tt@thekey.com>; Frank Liu >>>>>>> *Subject:* Montreal clients *Tax >>>>>>> >>>>>>> >>>>>>> >>>>>>> Hi Team, >>>>>>> >>>>>>> >>>>>>> >>>>>>> Please see attached Montreal clients tax status. We will need to >>>>>>> update these all to clearcare as this report is from quickbooks. >>>>>>> >>>>>>> >>>>>>> >>>>>>> >>>>>>> https://docs.google.com/spreadsheets/d/1Z93e72LDrDCiynM5WEccBmItx9u= T-mQBUkbcImN41fs/edit?usp=3Dsharing >>>>>>> >>>>>>> >>>>>>> >>>>>>> Thank you, >>>>>>> >>>>>>> >>